Brigid Mc Kenna is a Series 66 licensed financial advisor with Edward Jones in Holyoke, MA, with eight years at the firm and a total of two years of industry experience. Prior to joining Edward Jones in 2018, she worked at Tailgate Picnic for sixteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Louis Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA, holding a Series 66 designation and with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2012. Mass Mutual 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, utilizing firm-approved analytical tools and providing a range of event-driven planning services.

Nicholas Paine is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Florence, MA. He has prior experience at Streetlight Financial and UMassFive College Credit Union. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

John Rhoades is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also the business owner of Notch 8, Inc., a steak and seafood restaurant and banquet facility in Northampton, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Andrew Beaudry is a CFP® with 37 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2011. He holds Series 63 and Series 65 licenses and is based in South Hadley, MA. Outside of his advisory role, he owns a media production company, Twohills Dood Productions. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, including proprietary models, third-party solutions, and both discretionary and non-discretionary management options.

Francis Sobieski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has owned and operated Sobieski Financial, LLC and Sobieski CPA Firm, LLC since 2016 and has served as a board member for the Town of Deerfield since 2014. Additionally, he acts as a co-trustee for a fiduciary appointment. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authority across various program structures.

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.

Allen Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Davis has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. MassMutual 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 seminars, utilizing firm-approved software tools to deliver written recommendations in collaborative, annual planning engagements.

Daniel Rochon is a financial advisor with Edward Jones in Easthampton, MA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for the Daily Hampshire Gazette from 1998 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices nationwide.

Richard Gaudreau is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previous work experience at Boston Financial Investment Management and in education-related roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

John Mc Andrew is a Series 66-registered financial advisor with Edward Jones in Holyoke, MA, with 18 years of industry experience, including 19 years at Edward Jones. He serves as a board member for Day Brook Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Ted Dickinson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Osaic Wealth since 2018. Prior to that, he was with Signator Investors and Wealth Technology Group, and he has been an independent insurance agent specializing in fixed insurance products since 1996. Dickinson is president of Dickinson Financial Group, Inc., which engages in securities sales, investment advisory, and insurance product marketing. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers, utilizing a range of asset-allocation tools and portfolio management strategies.

Joanne Saraiva is a Series 66-licensed financial advisor with Edward Jones in Northampton, MA, and has nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at Sears for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Denise Govoni is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she assists individuals and families in managing financial complexities and developing actionable plans aligned with their goals through a collaborative and educational process. Prior to her current position, Denise served as a Wealth Management Advisor at TIAA from 2014 to 2020. Her experience includes guiding clients in building and preserving wealth while focusing on clarity and confidence throughout their financial journey. Outside of her professional work, Denise engages in activities such as biking, gardening, hiking, and spending time with family and pets.

Mark Vaclavicek is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2018. Outside of his advisory role, Vaclavicek serves on the boards of regional agricultural and civic organizations and is involved with a community-focused nonprofit foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform options.

Matthew Ramon is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates Ramon Financial Services as an independent licensed insurance broker, offering insurance products and advice to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes and investment strategies.

Michael Otto is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has previously worked at Ostberg & Associates Financial Services and Insurance, Eagle Strategies (NY Life), and Callaway Golf, among others. Outside of his advisory role, he is a co-owner of SRD Operations, LLC, where he manages an advisory business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Matthew Mitchell is a financial advisor with Ameriprise in Chicopee, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined eight years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver its retirement planning solutions.

Aimee Marden is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at UMassFive College Federal Credit Union and CUSO Financial Services, Lp. Marden is also involved in UMassFive Wealth Management, a business associated with her LPL practice. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various technology tools and multiple investment strategies.

Robert Desnoyers is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds Series 63 and Series 66 licenses and is based in South Hadley, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.