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.

Jeffrey Leone is a financial advisor at Portfolio Medics, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Northwestern Mutual and PSL Life Group, where he continues to operate as an independent insurance agent transacting 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 employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios, offering both discretionary and non-discretionary management along with access to independent managers and specialized trading strategies.

John Flanagan is a CFP® with 23 years of industry experience. He has been with CGN Advisors, LLC since 2021 and previously worked at Flanagan Financial Group and Mercer Advisors / Pinnacle Investment Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers and conducting regular portfolio reviews.

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.

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.

Nicholas Fyntrilakis is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors LLC. Outside of his advisory role, he is involved in insurance sales in Massachusetts. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, operating through a network of nearly 90 advisers and multiple offices.

Thomas Jadlos is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, NYLife Securities LLC, and Vantis Life Insurance Company. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services through a network of about 89 advisers, utilizing a broad ecosystem of affiliated entities and service providers.

Laura Delmolino is a CFP® with 31 years of industry experience, currently serving as a financial advisor at St. Germain Investment Management since 2021. Her prior experience includes eight years at Apella Capital and three years at St. Germain Securities, Inc. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a long-term, asset-allocation-driven approach, managing approximately $3.8 billion in assets across about 6,461 clients.

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.

Richard Pelletier is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with FOUNDATIONS INVESTMENT ADVISORS, LLC and HTR Group N.E., LLC. Pelletier also teaches economics, law, and investment courses at local universities and colleges, and co-authors educational material outside of his advisory work. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team firm with about 89 advisors. The firm employs a range of strategies including model portfolios and discretionary asset management, supported by affiliated entities and service providers.

Patricia Matty is a financial advisor at St. Germain Investment Management with 19 years of industry experience. She holds a Series 66 designation and has been with St. Germain firms since 2003. Outside of her investment career, she co-owns a handmade candle and gift business 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, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and emphasizes a long-term, asset-allocation-driven approach using both quantitative and qualitative analysis.

Jerry Schreibstein is a financial advisor at Bradley Foster & Sargent Inc with one year of industry experience. Prior to entering finance, he has worked at Ear Nose and Throat Surgeons of Western New England since 1990. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions. The firm manages approximately $9.07 billion in assets and serves both individual and pooled investment clients, emphasizing a capital-preservation investment philosophy with a blend of fundamental and technical analysis.

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.

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.

Robert Berriman is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2015, following six years at Wrp Investments, Inc. He is also president of One Source Financial Group Inc., a retirement plan administration and insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm offers multiple account structures and model-based solutions, utilizing both proprietary and third-party money managers.