Victoria Maraia is a financial advisor with Lincoln Investment in Amherst, MA, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Lincoln Investment in 2026, she worked at NYLIFE Securities LLC and New York Life Insurance Company from 2024 to 2026. She also has experience in the restaurant industry, having been involved with Margaritas Mexican Restaurant and Capital Burger Company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to build strategic model portfolios and employs a layered delivery model combining independent advisors, third-party managers, and a platform with multiple service options.

Vikki Lenhart is a CFP® with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her prior roles include positions at Hart & Patterson Financial Group and Cambridge Investment Research Advisors. In addition to her advisory work, she is an insurance agent at Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and a formal due diligence process to implement client strategies across various asset classes.

Jared Walsh is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and has held roles at Dale Frank Financial Group LLC and GOGO Magnolia. Outside of his advisory work, he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, financial planning, and other services.

Joseph Bach is a financial advisor at Commonwealth Financial Network with Series 63 and Series 66 licenses and two years of industry experience. His career background includes roles at Northwestern Mutual, MassMutual Life Insurance Company, Kestra Advisory Services, and the Wealth Transition Collective. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Nicole Domnarski is a financial advisor with Commonwealth Financial Network in Springfield, MA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Commonwealth and Fsb Financial Group since 2011. In addition to her advisory role, she is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Trevor Lyne is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Cetera Investment Advisers, Pioneer Financial Group, and Minnesota Life Insurance Co. In addition to his advisory work, he is also licensed as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services 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 seminars, with planning engagements that provide written recommendations based on detailed client information and firm-approved analytical tools.

Stephen Duval is a financial advisor with Ameriprise in Northampton, MA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duval owns Newton College LLC, which holds commercial real estate used for his practice, and is involved in operations and office maintenance through SRD Operations, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Keith Bixby is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL in 2025, he spent 20 years at Ameriprise and Ameriprise Financial Services, Inc. based in Northampton, MA. 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, supported by advanced research and operational tools.

Jeffrey Wakefield is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Daniel Polachek is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Avantax Advisory Services and related firms prior to joining Cetera in 2025. Outside of his advisory role, he serves as President of Northampton Wrestling Inc., an organization that provides youth wrestling opportunities in his community. He also operates a CPA practice focused on accounting and tax services and is a partner in a wealth management firm, Peak Advisor Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services across multiple program structures with access to both affiliated and third-party managers, supporting a broad range of investment strategies and client needs.

Wayne Proulx is a CFP® professional with 31 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at SagePoint Financial for nine years and is a partner at Odyssey Wealth Management Group, LLC, where he is involved in insurance brokerage including life, fixed annuities, long-term care, and disability insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with financial planning and retirement consulting, utilizing a range of asset-allocation tools and third-party platforms to create tailored investment portfolios.

Christopher Baker is a CFP® and Series 66-licensed financial advisor with Equitable Advisors, where he has worked for four years. His background includes roles at Patrick Belniak/FCG, LLC and experience in construction management with Baker Mason Contractors, Inc. He also has experience from his time at Syracuse University and Southwick Regional High School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers various advisory programs through a network of representatives and emphasizes the use of third-party asset managers and model programs.

Colleen Bianco is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2019 and with LePage Financial Group since 2013. In addition to her advisory work, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms tailored to client objectives.

Ryan Cummings is a CFP® with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Ryan is also involved with Private Financial Design in South Hadley, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of customized investment solutions under various platform arrangements.

Nicholas Pucel is a financial advisor with LPL Financial in Belchertown, MA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years and spent three years with Raymond James Financial Services Advisors. Outside of his advisory role, he is the president of Cold Spring Investments, a support company based in Belchertown. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Schreiber is a financial advisor with Equitable Advisors in Hatfield, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2006. Outside of his advisory role, he is involved in farming through Wauban Farm, which he co-owns with his family, and serves as a girls' assistant track coach at Frontier Regional School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers advice and implementation through a network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management programs.

Edward Boscher is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc and Anthem Securities. Outside of his advisory role, he is Chief Operations Officer of SRD Operations, LLC, where he manages financial planning practice operations and staff development. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Robert Lowney is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 36 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services from 2012 to 2025. Outside of his advisory role, he owns and manages Hadley Tax & Financial, where he supervises tax preparation and financial services operations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment programs and third-party managers.

Sarah Burnap is a Series 66-registered financial advisor with Equitable Advisors in Hatfield, MA, with 11 years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Cambridge Investment Research, and Hart & Patterson Financial Group. Outside of her advisory work, she serves as PTO President for Bernardston Elementary School and volunteers as a coach for a local summer league softball team. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate program strategies.

Eric Markiewicz is a financial advisor with Edward Jones in Easthampton, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Collins Aerospace from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.