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.

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 with St. Germain Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with St. Germain Investment Management since 2010. 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 uses model-based asset allocation with both quantitative and qualitative analysis, focusing on a long-term investment horizon and ongoing portfolio monitoring.

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.

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 affiliated with Bradley Foster & Sargent Inc and holds a Series 65 designation. He has no industry experience as a financial advisor but has worked at Ear Nose and Throat Surgeons of Western New England since 1990. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and a Growth-at-a-Reasonable-Price investment approach. The firm also serves as adviser to registered mutual funds and private investment funds, overseeing roughly $9.07 billion in assets.

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 experience in financial advising, currently with Prospera Financial Services, Inc. since 2021. Her prior roles include positions at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Wells Fargo Advisors Financial Network LLC. She also serves as a notary, providing professional services unrelated to investment advising. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers investment advisory and financial planning services through various platforms, combining firm models, third-party sub-advisers, and customizable allocations for discretionary and non-discretionary management.

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.

Matthew Freitag is a financial advisor at St. Germain Investment Management in Springfield, MA, holding a Series 65 designation with nine years of industry experience. He previously worked for five years at Rinet Company, LLC before joining St. Germain Investment Management in 2021. 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, employs a long-term, asset-allocation-driven investment approach, and communicates regularly with clients through account statements, market commentaries, and performance reports.

Gary Lavallee is a financial advisor at Silver Oak Securities, Incorporated, holding the ChFC® designation with 37 years of industry experience. He previously worked at Kovack Advisors, Inc., Kovack Securities, Inc., and National Planning Corporation. Outside of his advisory work, he serves as an administrator for the Sheriffs-Posse, a nonprofit coalition supporting anti-domestic violence initiatives in Hampden County. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm’s investment approach includes individualized portfolio management and the use of outside strategists, delivering advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Siobhan Matty is a Series 65-licensed financial advisor with St. Germain Investment Management, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she maintains an active real estate license but is not currently involved in sales or listings. 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 with a long-term investment horizon and integrates personalized financial planning into its advisory services.

Jonathan Weiss is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America and Merrill. Weiss is also involved as a producer and agent in a general insurance agency, ACC Agency, Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.