Douglas Wheat is a CFP® professional with 19 years of industry experience. He is currently with Perigon Wealth Management, LLC and previously worked for nine years at United Capital Financial Advisers, LLC. He serves on the Audit Committee of the United Way of Franklin Hampshire Region. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while maintaining oversight and conducting formal annual reviews.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.

Thaddeus Welch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at St. Germain Investment Management since 2015. He previously worked at St. Germain Securities, Inc. from 2015 to 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Richard Bleser is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Germain since 2015. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs model-based asset allocation utilizing both quantitative and qualitative analysis, focusing on long-term investment strategies with continuous portfolio monitoring.

Paul Marchese is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at D.J. St. Germain Co., Inc. since 2002 and was also affiliated with St. Germain Securities, Inc. from 2002 until its FINRA registration withdrawal in 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with an emphasis on long-term investment strategies and continuous portfolio monitoring.

Daniel Kates is a financial advisor with United Capital Financial Advisors in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Goldman Sachs, Cetera Advisor Networks, Mid Atlantic Financial Management, and Gaudreau Wealth New England. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory, consulting, and technology services through its FinLife Partners platform, supporting customized investment strategies and a broad affiliate network.

Michael Diotalevi is a financial advisor at United Capital Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company L.P./Mercer Allied and Secure Energy Solutions. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers a technology platform supporting independent advisors, customizable portfolios including ESG and faith-based options, and operates affiliated legal and trust entities along with lending and referral services.

Suzan Luna Jaffe is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. She has worked with Vanderbilt Advisory Services since 2020 and previously spent a decade at Kms Financial Services, Inc. Outside of her advisory role, she provides grief coaching through one-on-one and group sessions and is an author with a Substack newsletter, planning to launch a new book. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christopher Milne is a financial advisor with St. Germain Investment Management in Northampton, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with St. Germain Investment Management since 1983 and was also associated with St. Germain Securities, Inc. for 41 years. Milne is an owner of Gage-Wiley & Co, Inc., an investment-related entity no longer registered but still involved in non-commission activities. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis with a focus on long-term investment horizons and continuous portfolio monitoring.

Tatyana Shut is a financial advisor at St. Germain Investment Management with nine years of industry experience. She holds a Series 65 designation and has been with St. Germain since 2017. Outside of her advisory role, she serves as an accountant for the Gordon Cross Corporation and works as a consultant for Vozik LLC. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets across about 6,461 clients, using a long-term, asset-allocation-driven approach that combines quantitative and qualitative analysis.

David Modzelewski is a Series 65-licensed financial advisor with three years of industry experience, currently with St. Germain Investment Management. He has previously worked at Florence Bank, Putnam Investments, and Merrimack. He serves as a volunteer member of the Finance Committee for the YWCA of Western Massachusetts. St. Germain Investment Management offers discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets using model portfolios that combine quantitative and qualitative analysis with a long-term, asset-allocation-driven approach.

Timothy Suffish is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at St. Germain Investment Management since 2010. He previously worked at St. Germain Securities Inc. for 20 years. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, with a focus on long-term investment horizons and ongoing portfolio monitoring.

Maurice Bowerman is a financial advisor at St. Germain Investment Management with three years of industry experience. He previously worked at NBT Bank and Salisbury Bank & Trust. Outside of advisory work, he is also an independent insurance agent specializing in property and casualty insurance. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, and institutions. The firm employs model-based asset allocation with both quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Primerica Financial Services and Sequent Planning, LLC. Outside of advisory work, he is active as a sales representative for Legal Shield and as an insurance agent through Global Financial Network. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios combining fundamental, technical, and cyclical analysis, employing various investment strategies aligned with client objectives and risk tolerance.

Jeffrey Leone is a financial advisor at Portfolio Medics, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Northwestern Mutual and PSL Life Group, where he continues to operate as an independent insurance agent transacting insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios, offering both discretionary and non-discretionary management along with access to independent managers and specialized trading strategies.

Matthew Farkas is a CFA® charterholder with 16 years of industry experience and has been with St. Germain Investment Management since 2014. He is based in Springfield, MA, and holds a Series 65 license. St. Germain Investment Management provides discretionary portfolio management and financial planning services to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $3.1 billion in assets and employs a model-based asset allocation approach that combines quantitative and qualitative analysis with a long-term investment horizon.

Steven Tynan is a financial advisor at St. Germain Investment Management with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Citizens Securities. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven approach utilizing both quantitative and qualitative analysis.

Brendan Roberts is a financial advisor at St. Germain Investment Management with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co from 2021 to 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with a focus on long-term investment horizons and customized portfolio adjustments.

Nicholas Fyntrilakis is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors LLC. Outside of his advisory role, he is involved in insurance sales in Massachusetts. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, operating through a network of nearly 90 advisers and multiple offices.

Thomas Jadlos is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, NYLife Securities LLC, and Vantis Life Insurance Company. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services through a network of about 89 advisers, utilizing a broad ecosystem of affiliated entities and service providers.