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Michael D

Series 66

Pittsfield, MA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Corey D

Series 66

Lenox, MA

Edward Jones

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.

Retirement income strategy General retirement planning ESG / Sustainable investing Real estate investing Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Corey P

Series 63, Series 65

Pittsfield, MA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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