Vikki Lenhart is a CFP® with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her prior roles include positions at Hart & Patterson Financial Group and Cambridge Investment Research Advisors. In addition to her advisory work, she is an insurance agent at Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and a formal due diligence process to implement client strategies across various asset classes.

Jared Walsh is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and has held roles at Dale Frank Financial Group LLC and GOGO Magnolia. Outside of his advisory work, he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, financial planning, and other services.

Joseph Bach is a financial advisor with Commonwealth Financial Network based in Florence, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior experience includes roles at Kestra Advisory Services, LLC, Northwestern Mutual, and MassMutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nicole Domnarski is a financial advisor with Commonwealth Financial Network in Springfield, MA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Commonwealth and Fsb Financial Group since 2011. In addition to her advisory role, she is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Jennifer Cooke is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Commonwealth Financial Network, Ernst Financial Group, and The Wealth Transition Collective. Outside of advisory work, she is the owner of Cooke Consulting, Inc., a private consulting entity related to securities, advisory, and insurance business, and serves as a bank corporator for Country Bank for Savings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting its recommendations with due diligence and managing approximately $79.8 billion in assets.

Michael Flaherty is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work history includes roles at Merrill Lynch, Bank of America, and Wells Fargo. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools and provides specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Trevor Lyne is a financial advisor with MML Investors Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Investment Advisers and Pioneer Financial Group. He is also an insurance broker involved in selling life, disability, long-term care insurance, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based financial planning supported by proprietary software tools and offers specialized programs including divorce planning and employer-sponsored planning.

Stephen Duval is a financial advisor with Ameriprise in Northampton, MA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duval owns Newton College LLC, which holds commercial real estate used for his practice, and is involved in operations and office maintenance through SRD Operations, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joel Ginsburg is a financial advisor with LPL Financial in Holyoke, MA, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2009. 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, participant-level retirement advice, and institutional platforms.

Keith Bixby is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL in 2025, he spent 20 years at Ameriprise and Ameriprise Financial Services, Inc. based in Northampton, MA. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Jeffrey Wakefield is a financial advisor with LPL Financial in Northampton, MA, holding a Series 66 designation and 23 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 20 years before joining LPL Financial in 2025. 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 financial planning and asset management services, combining advisory platforms with extensive non-advisory financial activities.

Daniel Polachek is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Avantax Advisory Services and related firms prior to joining Cetera in 2025. Outside of his advisory role, he serves as President of Northampton Wrestling Inc., an organization that provides youth wrestling opportunities in his community. He also operates a CPA practice focused on accounting and tax services and is a partner in a wealth management firm, Peak Advisor Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services across multiple program structures with access to both affiliated and third-party managers, supporting a broad range of investment strategies and client needs.

Scott Vander Veen is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at MassMutual, MML Investors Services, The Prudential Insurance Company of America, PRUCO Securities, and OneAmerica Securities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Christopher Baker is a CFP® and Series 66-licensed financial advisor with Equitable Advisors, where he has worked for four years. His background includes roles at Patrick Belniak/FCG, LLC and experience in construction management with Baker Mason Contractors, Inc. He also has experience from his time at Syracuse University and Southwick Regional High School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers various advisory programs through a network of representatives and emphasizes the use of third-party asset managers and model programs.

Ryan Cummings is a CFP® with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Ryan is also involved with Private Financial Design in South Hadley, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of customized investment solutions under various platform arrangements.

Thomas Schreiber is a financial advisor with Equitable Advisors in Hatfield, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2006. Outside of his advisory role, he is involved in farming through Wauban Farm, which he co-owns with his family, and serves as a girls' assistant track coach at Frontier Regional School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers advice and implementation through a network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management programs.

Edward Boscher is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc and Anthem Securities. Outside of his advisory role, he is Chief Operations Officer of SRD Operations, LLC, where he manages financial planning practice operations and staff development. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Robert Lowney is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 36 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services from 2012 to 2025. Outside of his advisory role, he owns and manages Hadley Tax & Financial, where he supervises tax preparation and financial services operations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment programs and third-party managers.

Sarah Burnap is a Series 66–licensed financial advisor with Equitable Advisors, where she has worked since 2018. She has 10 years of industry experience, including roles at AXA Advisors and Cambridge Investment Research. Outside of her advisory work, she serves as PTO President for Bernardston Elementary School and volunteers as a parent coach for summer league softball. Equitable Advisors provides financial planning and retirement consulting to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Eric Markiewicz is a financial advisor with Edward Jones in Easthampton, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Collins Aerospace from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.