Terrence Webb is a financial advisor with RBC Capital Markets in Great Barrington, MA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with RBC Wealth Management since 2008. Outside of his advisory role, he is a shareholder in Merlin Technologies, Inc., a pharmaceutical company. RBC Wealth Management serves individual and institutional clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm utilizes a mix of in-house and third-party investment managers and provides access to alternative investments and integrated banking solutions.

Arthur Francis is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. He operates the Francis Investment Consulting Group as an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Michael Fazio is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has served as Senior Vice President at Greylock Federal Credit Union since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Craig Strassell is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in a real estate business focused on buying, renovating, and renting apartment units. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Thomas Curtin is a CFP®-certified financial advisor with LPL Financial, based in Alford, MA, and has 22 years of industry experience. He has worked at LPL Financial since 2010 and previously spent five years with Retirement and Benefit Partners, Inc. In addition to his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jessica Morris is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory work, she has engaged in small-scale furniture making as a sole proprietor and contributes to a home renovation business by assisting with website development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Colin Smith is a financial advisor with Mass Mutual Investors Services who holds a Series 66 license and has 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. From 1997, he has been a partner at Smith, Watson & Company, LLP, a CPA and tax preparation firm. Outside of his advisory role, he is involved in accounting services through his partnership at Smith, Watson & Company, LLP. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements that focus on client goals and investment strategy recommendations.

Mark De Celle is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the boards of the Great Barrington Rotary and local community associations and teaches a financial planning course at Berkshire Community College. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Kirby is a CFP® with 50 years of experience in the financial industry, currently serving at Raymond James Financial Services Advisors Inc. He previously worked for Wells Fargo Advisors for 12 years. Kirby is chair of the investment committee for the Berkshire Community College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.

Darrell Colvin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has prior experience with Prudential Insurance Company of America, Guardian Life, and Wayfair L.L.C. Colvin volunteers with the Berkshire Theatre Group in Pittsfield, MA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

David Dimenstein is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. since 2019 and spent ten years with Fsc Securities Corporation. Dimenstein is also co-president of The Feingold Companies, where he has been involved since 1991, and serves as a trustee on multiple employee benefit plans. Outside of his advisory work, he participates as a committee member of the Worcester Chamber Music Society. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies delivered via multiple platform arrangements tailored to client objectives.

Richard Emerson is a financial advisor with LPL Financial in Great Barrington, MA, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011 and concurrently serves as president of Emerson Contractors Inc, a construction business he has owned since 1988. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

David Rice is a CFP®-certified financial advisor with Raymond James & Associates in Pittsfield, MA, with 22 years of industry experience. He has been with Raymond James & Associates since 2016. Rice serves on the board and finance committee of Child Care of the Berkshires, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm offers financial planning and investment consulting through a range of portfolio management styles, supporting tailored, non-discretionary client relationships.

Stephen Nesbit is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2019, following 13 years at Wells Fargo. Outside of his advisory role, he is also an operations manager at Keator Group LLC in Lenox, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a municipal advisor affiliation.

Gregory Dieterich is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with LPL Financial since 2020 and also works with Greylock Federal Credit Union, where he has served since 2017. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by LPL Research and third-party subadvisors.

Elie Elsaddik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also operates a CPA practice focused on accounting and tax preparation, and is the owner of Berkshire Payroll, Inc., a payroll processing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures, model portfolios, and third-party managers.

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 at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2002 and holds Series 63 and Series 65 designations. Clement operates a DBA under his name in Pittsfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by model portfolios and research.

Quinlan Matthews is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Matthews held positions at Delaware North and Education First. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 affiliated with Greylock Federal Credit Union since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.