Shawn Devillier is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Winslow, Evans & Crocker, Inc. and National Securities Corporation. He is also licensed as a fixed insurance agent with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Agnieszka Valenta is a CFP® with seven years of industry experience, currently affiliated with Sound Income Strategies, LLC. She has held roles at Morgan Stanley Private Bank and H&R Block, and serves as a Managing Director and Client Acquisition Advisor at Scranton Financial Group. Sound Income Strategies is a fee-based adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with a focus on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis. The firm offers integrated portfolio management, insurance planning, and educational workshops through affiliated entities.

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.

Laura Delmolino is a CFP® with 31 years of experience in the financial industry. She currently works at St. Germain Investment Management and previously spent eight years at Apella Capital. She serves as an at-large board member of the Mass. Maritime Academy Parents Association. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs model portfolios using both quantitative and qualitative analysis, with a long-term, asset-allocation-driven approach.

Sylvia Callan is a CFA® charterholder with 25 years of industry experience. She has been with St. Germain Investment Management since 2002. Outside of her advisory role, she works part-time as a Mary Kay cosmetics representative and serves as a member of the investment committee and trustee for the Community Foundation of Western Massachusetts. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm uses a model-based asset allocation approach combining quantitative and qualitative analysis, offering tailored investment strategies and integrating personalized financial planning into its advisory services.

Joshua Bedell is a financial advisor at St. Germain Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with the firm since 2010. Prior to that, he worked at ST. Germain Securities, Inc. for 14 years. St. Germain Investment Management provides discretionary portfolio management and financial planning services 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 and utilizes a long-term, asset-allocation-driven investment approach with model portfolios implemented across separately managed accounts and mutual fund/ETF strategies.

Michael Savage is a financial advisor at MissionSquare Retirement with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Icma Retirement Corporation since 2002 and Insurance Concepts Group since 1995. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Richard Capannola is a financial advisor with Northeast Planning Associates, Inc., holding a Series 66 designation and 20 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2012. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans with modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets through a team of about 70 advisors and emphasizes tailored financial planning and fiduciary portfolio management.

Richard Pelletier is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with FOUNDATIONS INVESTMENT ADVISORS, LLC and HTR Group N.E., LLC. Pelletier also teaches economics, law, and investment courses at local universities and colleges, and co-authors educational material outside of his advisory work. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team firm with about 89 advisors. The firm employs a range of strategies including model portfolios and discretionary asset management, supported by affiliated entities and service providers.

Patricia Matty is a financial advisor at St. Germain Investment Management with 18 years of industry experience. She has been with the St. Germain organization since 2003, working at St. Germain Securities until 2024 and at St. Germain Investment since 2013. Outside of her advisory role, she co-owns The Wild One Candles and Gifts, a handmade candle and gift business she operates with her son. 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 a model-based investment approach combining quantitative and qualitative analysis, offering customized portfolios that integrate personalized financial planning.

Jerry Schreibstein is a financial advisor at Bradley Foster & Sargent Inc with one year of industry experience. Prior to entering finance, he has worked at Ear Nose and Throat Surgeons of Western New England since 1990. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions. The firm manages approximately $9.07 billion in assets and serves both individual and pooled investment clients, emphasizing a capital-preservation investment philosophy with a blend of fundamental and technical analysis.

Tanya Haas is a financial advisor at St. Germain Investment Management with seven years of industry experience. She previously worked at Alexandra DEST Capital Management for 14 years. Outside of her advisory role, she operates Haas Financial Solutions, providing daily money management services such as budgeting assistance and bill paying support without control over clients’ funds. St. Germain Investment Management offers discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a long-term, asset-allocation-driven approach utilizing both quantitative and qualitative analysis across model portfolios.

Dennis Morin Jr. is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at St. Germain Investments since 2017, with prior experience at Mass Mutual Investors Services and MetLife Securities. Outside of advising, he is an independent insurance agent specializing in disability and long-term care insurance. 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, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis and offers a range of investment products and advisory services.

Daniel Moroney is a CFP® with 26 years of industry experience. He is currently with Sound Income Strategies, LLC and Retirement Income Source SFG, having previously worked at GWFS Equities, Inc. for 10 years. Outside of his advisory roles, he is involved with Western Mass Transfer and Trade, a non-investment business handling removal and transferring of bodies to funeral homes. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Carol Scatolini is a CFP® professional with 30 years of industry experience currently advising at Prospera Financial Services, Inc. She has held positions at firms including Wells Fargo Advisors Financial Network LLC, Merrill, and Banc of America Investment Services. Outside of her advisory role, she is a licensed notary. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Ava Cariddi is a financial advisor at St. Germain Investment Management in Springfield, MA. She holds a Series 65 designation and has been with the firm since 2025. Prior to her advisory role, she worked in various positions including roles at Western New England University and Ben & Jerry’s. 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 employs a model-based asset allocation approach that combines quantitative and qualitative analysis, focusing on long-term investment strategies and tailored portfolio management.