Heather Rossitto is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Financial Resources Group, Infinex Investments, Inc., and United Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Donald Giguere is a financial advisor at Cetera with 30 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes nearly two decades at Investors Capital Corp. and over 25 years providing accounting and tax services through his CPA firm. Giguere also serves as CFO and parish accountant for St. Michael’s Church and provides bookkeeping services for a local charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Emily Richardson is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors. She serves as Director of Special Projects on the national board of Women in Insurance and Financial Services, chairing both the Sales and Marketing and Editorial Committees. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Sidney Starks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2013 and also works as a freelance voice-over talent for WTNH-TV. Outside of his advisory role, he serves as a state committeeman in political campaigns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diversified investment strategies.

Theodore Boulay Jr. is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at True North Financial Group LLC and VOYA Financial Advisors. Outside of his advisory work, he is self-employed in home improvement and carpentry and serves as a board member for the Quaboag Valley Business Assistance Corp., a nonprofit supporting small businesses, as well as a member of the Town of East Brookfield Cemetery Commission. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use firm-approved software to analyze client goals and typically recommend investment categories and strategies rather than specific products.

Amy Jamrog is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and bringing 29 years of industry experience. She previously worked at Northwestern Mutual in various roles from 1999 to 2019. Outside of advising, she is involved in coaching and consulting for financial advisors through her own firm, Four Wings Consulting, LLC, and serves on the boards of Dietz & Company ESOP and FINSECA. She is also an author and delivers talks on accountability, marketing, and sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate settlement.

Michael Gacek is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at firms including Wealth Preservation Partners and M. Holdings Securities, Inc. Outside of his advisory work, he serves as a board member for the nonprofit New Foundations Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of management approaches and model portfolios supported by LPL Research and third-party subadvisors.

Jessica Holloway is a CFP® and ChFC® with 19 years of experience in financial advisory. She is currently a partner and COO at The Jamrog Group LLC and has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2019. Prior to that, she spent several years with Northwestern Mutual in financial planning and investment management roles. Holloway also serves as a partner and COO in an outside insurance business focused on life, property and casualty, long-term care, and fixed annuities. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers collaborative, annual planning engagements.

Daniel Kelly is a Series 66-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Brenda Kantor is a CFP®-certified financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Westfield, MA. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining detailed research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports in partnership with clients’ advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tammy De Felice is a financial advisor at Cetera with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cetera and its affiliates since 2016. Outside of her advisory role, she is involved in several community organizations, serving as president of BNI Buckland Hills and as an executive board member of a local nonprofit networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and retirement services delivered through a large network of independent advisors.

Lea Walsh is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2024, she worked six years at Merrill Lynch, Pierce, Fenner & Smith Incorporated/BOA. She has also been involved with the Springfield Symphony and AmeriCorps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Peter Cassell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. He has been with Mass Mutual Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he serves as trustee of a family trust and is the managing partner of a non-insurance brokerage specializing in group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing planning engagements.

Timothy Hogan serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 2013 with Bank of America and joined Merrill in 2016. In his role, Timothy focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. He works closely with clients on financial planning, utilizing proprietary software Personal Wealth Analysis to stress test portfolios to ensure alignment with clients' near and long-term objectives. Additionally, he leads the Value investment management strategy alongside Ron Loftus. Timothy holds a Bachelor's Degree from Western New England College and a Master of Business Administration from American International College. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). His client focus areas include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Timothy is involved with the East Longmeadow Football community, where he volunteers as a coach. He enjoys staying active through activities such as walking his dog Loki, playing golf, cooking, hiking, reading, and watching movies. His experience in football has influenced his philosophy by emphasizing discipline, accountability, hard work, and time management.

Keith Tatlock is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2020. His prior experience includes four years at Commonwealth Financial Network and a 23-year career with the U.S. Air Force Air National Guard. He is also a board member of the Ludlow Community Center/Randall Boys and Girls Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Christopher Smith is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work history includes roles at MassMutual Trust Company and Fisher Investments. He is also a member of Beacon Ridge Properties, LLC, where he manages bookkeeping and insurance for the real estate business. 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 financial planning, asset management, and educational seminars, with services that include event-driven planning such as divorce and estate-settlement planning.

Peter Longo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Samuel Lusardi is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and seven years of industry experience. He has been with Mass Mutual and its affiliated firms since 2017, following earlier roles outside the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers a range of event-driven planning programs and educational seminars alongside its investment advisory services.

Changyong Shi is a financial advisor at Edward Jones in Canton, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Wenbo Investment and spent nine years at Barnes Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices.

William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.