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.

Daniel Moroney is a CFP® with 26 years of industry experience. He is currently with Sound Income Strategies, LLC and Retirement Income Source SFG, having previously worked at GWFS Equities, Inc. for 10 years. Outside of his advisory roles, he is involved with Western Mass Transfer and Trade, a non-investment business handling removal and transferring of bodies to funeral homes. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Carol Scatolini is a CFP® professional with 30 years of industry experience currently advising at Prospera Financial Services, Inc. She has held positions at firms including Wells Fargo Advisors Financial Network LLC, Merrill, and Banc of America Investment Services. Outside of her advisory role, she is a licensed notary. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Matthew Freitag is a financial advisor at St. Germain Investment Management in Springfield, MA, holding a Series 65 designation with nine years of industry experience. He previously worked for five years at Rinet Company, LLC before joining St. Germain Investment Management in 2021. St. Germain Investment Management provides discretionary portfolio management and financial planning services 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, employs a long-term, asset-allocation-driven investment approach, and communicates regularly with clients through account statements, market commentaries, and performance reports.

Gary Lavallee is a financial advisor at Silver Oak Securities, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Kovack Advisors, Inc., National Planning Corporation, and Commonwealth Financial Network. Outside of his advisory work, Lavallee is involved as an administrator for the Sheriffs-Posse, a nonprofit supporting anti-domestic violence initiatives. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm offers various advisory programs and primarily manages discretionary accounts tailored to client objectives, using a combination of individual securities, ETFs, mutual funds, and Strategist models.

Siobhan Matty is a Series 65-licensed financial advisor with St. Germain Investment Management, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she maintains an active real estate license but is not currently involved in sales or listings. 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 employs model-based asset allocation with a long-term investment horizon and integrates personalized financial planning into its advisory services.

Jonathan Weiss is a financial advisor at Aegis Capital Corp. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and various realty and finance groups. He is also involved as a producer and agent in a general insurance agency. Aegis Capital Corp. serves both individual and corporate clients with a range of services including asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and offers advisory services through multiple platforms, with a notable emphasis on non-discretionary client engagement.

Jeffery Still is a financial advisor with Eagle Strategies (NY Life) based in Granby, MA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLife Securities since 2012. Outside of his advisory role, he is an investor in cryptocurrency and participates in technology-enabled online investment platforms focused on private companies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Citigroup Global Markets. He is also the owner and agent of an independent insurance and annuity agency, JP Santaniello Retirement Planning Solutions, which he has operated since 2006. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment vehicles and sub-advisory relationships.

Deanna Liritzis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, and Beachbody, LLC. Outside of her advisory work, she founded Home & Hound Home Decor, creating and selling home decor items online and at local flea markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and managed account options.

Kathleen Thompson is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial and its affiliates for 11 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to the firm’s recordkeeping and administrative platforms.

Christopher Cloutier is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been affiliated with New York Life and its related entities since 1990, and he also operates Retiree Financial and Insurance Service, brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Ayca Akisik is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Bank and its affiliated firms since 2010. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, providing portfolio management, financial planning, and custody services through a range of proprietary and third-party investment options.

Mark Van Valkenburg is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Liberty Partners Financial Services, Modern Capital Advisors, and Lincoln Financial Securities Corporation. He is also involved in wholesale distribution of financial products through Frontier Brokerage Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with an investment approach grounded in fundamental analysis and Modern Portfolio Theory.

Steven Filanowicz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera Wealth Services, and Voya Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Kevin Manghan is a CFP® with 38 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Infinex Investments, Peoples Bank, Key Investment Services, LPL Financial, and Valic Financial Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Justin Golec is a financial advisor with Eagle Strategies (NY Life) in South Hadley, MA, holding Series 63 and Series 65 licenses and has eight years of industry experience. He has been associated with Eagle Strategies since 2020 and New York Life since 2018. Outside of his advisory work, he volunteers with the Northampton High School lacrosse team. Eagle Strategies serves a diverse clientele including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.