Jessica Morris is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory work, she has engaged in small-scale furniture making as a sole proprietor and contributes to a home renovation business by assisting with website development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Colin Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 21 years of industry experience and has been with Mass Mutual Investors Services since 2017. Prior to that, he worked at MetLife Securities Inc. and has been a partner at Smith, Watson & Company, LLP, a CPA and tax preparation firm, since 1997. Outside of his advisory work, he is involved in insurance brokerage and tax services through his partnership and also manages a short-term rental business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Mark De Celle is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the boards of the Great Barrington Rotary and local community associations and teaches a financial planning course at Berkshire Community College. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Dimenstein is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. since 2019 and spent ten years with Fsc Securities Corporation. Dimenstein is also co-president of The Feingold Companies, where he has been involved since 1991, and serves as a trustee on multiple employee benefit plans. Outside of his advisory work, he participates as a committee member of the Worcester Chamber Music Society. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies delivered via multiple platform arrangements tailored to client objectives.

Richard Emerson is a financial advisor with LPL Financial in Great Barrington, MA. He holds a Series 66 designation and has 15 years of experience in the industry, all with LPL Financial. Outside of his advisory role, he is also the president and business owner of Emerson Contractors Inc., a construction company he has overseen since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Mark Levy is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2018, following a two-year tenure at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Shebna Olsen Shillibeer is a financial advisor at Equitable Advisors with 34 years of industry experience. She previously worked at JPMorgan Securities LLC and HSBC Securities (USA) Inc. She serves as an advisory board member for the UConn School of Business Student Managed Investment Fund, mentoring students in career development, and is also treasurer of the Copake Lake Conservation Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers customized investment solutions through a network of advisors and third-party programs, offering a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Allison Guzman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Raymond James since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.

Jodi Hills is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2008. Outside of advising, Hills is involved in construction management through Hills Construction Management, Inc., and serves as a Notary Public in New York State. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a wide range of investment options.

Alexandra Madsen is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and previously worked with Columbia County Habitat for Humanity and Samascotts Garden Market. Alexandra is also a commissioned notary public in Hudson, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse suite of non-advisory financial activities.