Sean Parent is a Series 66 licensed financial advisor with Edward Jones in East Longmeadow, MA, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at SABIS International Charter School for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Casale is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including prior roles at CUSO Financial Services, Polish National Credit Union, and Westfield Bank. Casale is currently associated with Polish National Credit Union in addition to his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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.

David Petruzzelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at MassMutual and MML Investors Services, Inc. for 14 years before joining LPL Financial in 2017. Petruzzelli operates Petruzzelli Financial Services, an affiliated business related to his advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Danielle Accardi is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 13 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services and First Allied Securities. Outside of her advisory work, she is employed part-time by Bonfire Productions in Connecticut and is a notary in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, supported by research and multiple portfolio management options.

Tanya Ferrero is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2009 and has worked with Charter Oak Financial/Post Game Financial since 2011. MassMutual 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and structured, collaborative planning processes.

Anthony Cianflone is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Redstone Wealth Management LLC and Accounting & Tax Associates, Inc., where he is also an enrolled agent. Outside of financial advising, he serves as president of a condominium association board and is involved in solar energy referrals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets with more than 10,000 advisors serving approximately 800,000 clients.

Ryan Sokolowski is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Bank of America. His prior work includes roles outside traditional financial services, such as at The Elkridge Club and yacht and tennis clubs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting.

David Hannah is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s retirement income program emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment approach.

Nancy Miller is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, Miller is an active musician performing paid and community gigs and has served on the board of permanent funds for Faith United Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products within an integrated platform.

Wayne Proulx is a CFP® professional with 31 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at SagePoint Financial for nine years and is a partner at Odyssey Wealth Management Group, LLC, where he is involved in insurance brokerage including life, fixed annuities, long-term care, and disability insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with financial planning and retirement consulting, utilizing a range of asset-allocation tools and third-party platforms to create tailored investment portfolios.

Peter Leonczyk is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. He serves as a board member for the Ludlow Community Center/Randall Boys and Girls Club and the Ludlow Cares Coalition. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals and provides a range of portfolio management and model-based solutions tailored to client objectives.

Colleen Bianco is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2019 and with LePage Financial Group since 2013. In addition to her advisory work, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms tailored to client objectives.

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.

Elaine Cote is a financial advisor with LPL Financial in Wilbraham, MA, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2025 and has previous experience with Polish National Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options.

Nicholas Pucel is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Edward Jones. He is the president of Cold Spring Investments, a support company outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Lepage is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of advising, he is an independent insurance agent through Lepage Insurance & Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals. The firm offers a range of portfolio management strategies across multiple platforms, including proprietary models and access to third-party managers.

Michael Halloran is a financial professional with seven years of industry experience. He holds Series 63 and Series 66 designations and is currently affiliated with Cetera. His prior experience includes roles at Mercer Global Advisors, John Hancock Advisers, and Instawork. He also operates Joyful Wealth Planning, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and supports multiple program structures with both discretionary and non-discretionary authority.

Patricia Drabick is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of her advisory work, she is involved in administrative and executor roles with The Lemon Group and Lemon Estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and proprietary as well as third-party model strategies.

John Jawor is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with LPL Financial and Cornerstone Bank since 2005. Outside of his advisory role, he has engaged in building and selling furniture on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.