Sherry De Celle is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Lakeview Aviation, LLC, which holds an aircraft for leisure and certification purposes, and serves as a general board member for Driftwood Shores Community Associations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Robert Chapman is a financial advisor with Edward Jones in Pittsfield, MA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Shaun Heimann is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 17 years before joining LPL Financial. Heimann also operates Heimann Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Baker is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, Kelly worked for six years at Wells Fargo Advisors and has experience in entertainment and food service sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Katherine Reisfeld is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2009 to 2018. Outside of her advisory work, she is the owner of Ashtanga Yoga Great Barrington, where she hosts yoga classes. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and maintains specialized services, including municipal advisory capabilities and SIMPLE IRA consulting.

Daniel Morin is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Penn State University and Xavier High School. Morin is also engaged in travel-related activities outside of his advisory role. Ameriprise offers a retirement-income planning service targeted at individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its centralized service, which supports advisors in delivering tailored retirement-income advice.

Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporations and Berkshire Investment Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Scott Reisfeld is a financial advisor with Raymond James Financial in Barrington, MA, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he operated his own independent advisory practice. Outside of his advisory role, he operates a small business buying and selling used books and vinyl records online. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support its recommendations.

Brian Astorino is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Greylock Federal Credit Union and LPL Financial since 2008, following four years at Merrill. Astorino is also involved with Greylock Investment Group, a DBA associated with Greylock Federal Credit Union. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Taylor Smoak is a financial advisor with LPL Financial, holding a Series 66 designation and based in Pittsfield, MA. Smoak has been with LPL Financial and Greylock Federal Credit Union since 2022 and has prior experience at Klarisana, Trader Joe's, and Chuze Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and operational technology.

Terrence Webb is a financial advisor with RBC Capital Markets in Great Barrington, MA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with RBC Wealth Management since 2008. Outside of his advisory role, he is a shareholder in Merlin Technologies, Inc., a pharmaceutical company. RBC Wealth Management serves individual and institutional clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm utilizes a mix of in-house and third-party investment managers and provides access to alternative investments and integrated banking solutions.

Arthur Francis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years and Wells Fargo Clearing for 5 years. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Michael Fazio is a financial advisor with LPL Financial based in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Greylock Federal Credit Union since 2008, where he serves as Senior Vice President. 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, offering a range of financial planning and investment management solutions.

Craig Strassell is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in managing residential real estate properties in Pittsfield. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors.

Thomas Curtin is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His work history includes positions at Retirement and Benefit Partners, Inc. and Asset & Financial Planning, Ltd. He also works as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 who holds a Series 66 license and has 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. From 1997, he has been a partner at Smith, Watson & Company, LLP, a CPA and tax preparation firm. Outside of his advisory role, he is involved in accounting services through his partnership at Smith, Watson & Company, LLP. Mass Mutual 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, emphasizing collaborative annual planning engagements that focus on client goals and investment strategy recommendations.

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.

William Kirby is a CFP® with 50 years of experience in the financial industry, currently serving at Raymond James Financial Services Advisors Inc. He previously worked for Wells Fargo Advisors for 12 years. Kirby is chair of the investment committee for the Berkshire Community College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.