Brendan Begley is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at multiple firms including Avantax Insurance Agency and LPL Financial LLC, and has also served as a director at First National Bank of Suffield. Outside of his advisory work, he serves as a board member for The Arthur G. Russell Company Incorporated and Fox Hollow Gun Club, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans through modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors and focuses on tailored planning and fiduciary portfolios rather than corporate clients.

Tatyana Shut is a financial advisor at St. Germain Investment Management with nine years of industry experience. She holds a Series 65 designation and has been with St. Germain since 2017. Outside of her advisory role, she serves as an accountant for the Gordon Cross Corporation and works as a consultant for Vozik LLC. St. Germain Investment Management provides discretionary portfolio management and financial planning 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 across about 6,461 clients, using a long-term, asset-allocation-driven approach that combines quantitative and qualitative analysis.

David Modzelewski is a Series 65-licensed financial advisor with three years of industry experience, currently with St. Germain Investment Management. He has previously worked at Florence Bank, Putnam Investments, and Merrimack. He serves as a volunteer member of the Finance Committee for the YWCA of Western Massachusetts. St. Germain Investment Management offers discretionary portfolio management and financial planning 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 using model portfolios that combine quantitative and qualitative analysis with a long-term, asset-allocation-driven approach.

Timothy Suffish is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at St. Germain Investment Management since 2010. He previously worked at St. Germain Securities Inc. for 20 years. 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 employs a model-based asset allocation approach combining quantitative and qualitative analysis, with a focus on long-term investment horizons and ongoing portfolio monitoring.

Maurice Bowerman is a financial advisor at St. Germain Investment Management with three years of industry experience. He previously worked at NBT Bank and Salisbury Bank & Trust. Outside of advisory work, he is also an independent insurance agent specializing in property and casualty insurance. 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 model-based asset allocation with both quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Sequent Planning, Primerica Financial Services, Legal Shield, and Global Financial NetworX. Outside of advisory work, he is active as an insurance agent and sales representative for Legal Shield, spending time each month selling insurance products and legal and identity theft services. Portfolio Medics primarily serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management and financial planning services that incorporate diversified investments and multiple analytical strategies, with a client focus on retail and small-business relationships.

Martin Hairston is a financial advisor with John Hancock Personal Financial Services, LLC and holds Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at various John Hancock entities as well as MassMutual and Prudential. In addition to his advisory role, he serves as a Retirement Consultant providing educational services to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model that delivers written, non-security-specific recommendations, with implementation decisions made by clients.

Jeffrey Leone is a financial advisor at Portfolio Medics, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual Wealth Management Company and PSL Life Group, where he is also an independent insurance agent transacting in insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management and employs a combination of fundamental, technical, and cyclical analysis in its investment strategies.

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.

Peter Crowe is a financial advisor with MissionSquare Retirement based in Simsbury, CT. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Icma Rc, Cetera Advisor Networks, Robert S. Hensley and Associates, and Ameritas Life Insurance Corp. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

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.

Lynne Holcomb is a CFA® charterholder currently with Apollon Wealth Management, LLC. She has 15 years of prior experience at PGIM before joining Apollon in 2024. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, using a combination of centrally managed models and locally managed portfolios with investment strategies across multiple asset classes and specialized services for insurance clients and pooled funds.

Cynthia Stewart is a financial advisor at AlphaStar Capital Management with nine years of industry experience. She holds the ChFC® designation and a Series 65 license. Prior to joining AlphaStar, she worked at WPG Advisory Group, LLC and Wealth Preservation Group, Inc. She is also an independent insurance agent based in Enfield, CT. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and third-party research, and offers a range of portfolio management and consulting services.

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.

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.

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.