Carter Matthews is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in education, legal services, and business operations, including positions with Pittsfield Public Schools and Berkshire Law Group. He has also been involved with the Country Club of Pittsfield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is recognized for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI-driven research tools.

Anthony Clement is a financial advisor with LPL Financial based in Pittsfield, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and its predecessor entities since 2002. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Marissa Main is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2022 and has been associated with Greylock Federal Credit Union since 2005. Outside of her advisory role, she is a notary in Pittsfield, MA. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of financial products.

Kenneth Whitestone is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he participates in a local social group called the Saturday Evening Club, where members present topics for discussion monthly. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ehan Keator is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Davenport & Company LLC. Outside of advising, he serves as secretary for a family holding company and works as an independent consultant for AlphaSights. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports its clients through advisory programs and consulting services, including specialized municipal and SIMPLE IRA employer advisory offerings.

Jonathan Meczywor is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill for one year. Meczywor is involved with Atlantic Coast Life Administration Office in a limited investment-related capacity. 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, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Matthew Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Raymond James since 2019 and was previously with Wells Fargo Advisors Financial Network LLC for 14 years. Outside of his advisory role, Keator is involved as a founder and officer of a nonprofit under Keator Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Michael Du Pont is a financial advisor with LPL Financial in Pittsfield, MA, holding a Series 66 designation and nine years of industry experience. He previously worked at Guardian Life Insurance and Park Avenue Securities before joining LPL Financial and Greylock Federal Credit Union in 2017. Outside of his advisory role, he has experience as a freelance landscaper and carpenter. 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 provides a range of advisory and brokerage services through a large network of advisors, offering various investment strategies and platforms.

Corey Degon is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at W.B. Mason for 13 years. Degon holds a Series 66 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, and it operates under a fiduciary standard.

Corey Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Guardian Life from 2015 to 2021. Outside the advisory business, he managed a retail operation, City Package Store, for a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides various investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad financial services platform.