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.

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.

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.

Jason Fiore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and previously operated Fiore Enterprises Inc for ten years. Outside of his advisory role, he manages business operations at Comarck Communications LLC and owns Pioneer Valley Trading LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

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.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide, and Guardian Life. Mondschein serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through various managed account programs. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies market-timing and momentum-based strategies in some of its legacy portfolio offerings.

Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His career includes roles at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and his own firm, JP Santaniello Retirement Planning Solutions, where he has been an owner and agent since 2006. Through his independent insurance and annuity agency, he offers insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic asset-allocation models and offers discretionary portfolio management through various investment vehicles and affiliated sub-advisors.

Michael Fioroni is a financial advisor at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J. W. Cole Advisors since 2013. Outside of his advisory work, he serves as a Notary Public. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and provides both discretionary and non-discretionary account management.

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.

Priya Tater is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Fifth Third Bank and Fifth Third Securities. Outside of her advisory work, she assists in managing a rental property with her husband. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to provide a range of financial services.

Mark Zraunig is a financial advisor with Commonwealth Financial Network and has 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Kestra Advisory Services and Kestra Investment Services between 2013 and 2025. He is also the owner of Parkview Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Elizabeth Lott is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial, The Prudential Insurance Company of America, and Horace Mann Companies. Outside of finance, she is involved in dance and fitness instruction, teaching at the Farmington Valley YMCA and Farmington Valley Academy Montessori, and owning East Coast Dance & Fitness. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Anthony Muscarella is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 1998. He has 27 years of industry experience and also owns an accounting and tax services business serving small businesses and individuals since 1986. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios, and serves approximately 14,700 clients through 431 advisors.

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.