Keith Leece is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2013, with prior experience at LPL Financial and an earlier tenure at TIAA-CREF. Outside of his advisory work, he has pursued an apprenticeship as a barber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm provides both one-time planning services and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

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.

Owen Freeman Daniels is a CFP®, CFA®, and ChFC® with 24 years of experience in financial advisory services. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2005. He also serves as president of a local condominium association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, with a broad range of services from fiduciary consulting to pooled plan solutions.

Joseph Wilson is a Series 65-licensed advisor with Private Advisor Group, LLC, based in Holyoke, MA. He has 24 years of experience working with the Holyoke Police Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and third-party managers to implement a range of investment strategies.

Kevin Cotton is a CFP® certificant affiliated with Commonwealth Financial Network, with six years of industry experience. He is co-owner of Longtide Financial Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cotton has worked at Commonwealth Financial Network since 2019, including his current tenure, and was previously associated with Samuel Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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.

Christopher Connelly is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Kestra Advisory since 2016. Connelly is a partner in Foley/Connelly Benefits Group and serves on the board of the West Springfield Boys and Girls Club. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Nathaniel Danforth is a financial advisor with Empower Advisory Group in Easthampton, MA. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Empower Advisory Group, he worked at KeyBank and Infinex Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning approach.

Joseph Malmborg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Commonwealth since 2014 and leads Malmborg Wealth Consulting Group. Malmborg also served as CFO and part owner of The Wealth Transition Collective, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs, including discretionary model portfolios and customized investment solutions.

Justin Golec is a financial advisor with Eagle Strategies (New York Life) in South Hadley, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and its affiliates since 2018 and is associated with Mahoney Financial Organization, LLC and Retiree Financial & Insurance Services. Outside of his advisory roles, Golec volunteers with the Northampton High School lacrosse team. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Walter Drenen is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995 and operates Drenen's Tax Service, which he has run since 1993. He also serves as president of Drenen Financial Services, Inc., a tax preparation and business services firm, and is a board member and officer of the National Association of Tax Professionals. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, managing approximately $4.07 billion in client assets through an enterprise-scale network of several hundred advisors. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs and utilizes third-party managers and platforms such as Envestnet for support.

Paul Chlebecek is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Workers Credit Union, and Edward Jones. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and asset-based managed programs and utilizes a mix of fundamental and technical analysis along with digital advice platforms.

Gaetano Cannata Jr. is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 1994 and previously worked at Sgs Business Associates, Inc. for over three decades. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension 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 alongside modern portfolio theory to manage client assets.

Kevin Myers is a CFP® and CFA® with 25 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2020. Prior to that, he was with TIAA-CREF and TIAA from 2014 to 2020. He is also involved in tax preparation and accounting as an enrolled agent through Mosaic Tax Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model utilizing technology platforms and offers both discretionary and non-discretionary services through in-house and third-party managers.

Justin Doyle is a financial advisor with Eagle Strategies (NY Life) in Agawam, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2020 and concurrently with New York Life Insurance and NYLIFE Securities since 2016. Doyle also operates Quinn Wealth Strategies, LLC, a DBA through which he sells New York Life products and services, and he holds an appointment with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

John Liptak is a financial advisor with Kestra Advisory, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2008. Outside of advising, he serves as a co-trustee for a legal/fiduciary trust and is a board member of the Amelia Park Ice Arena in Westfield, MA. Additionally, he owns a CPA practice and works as a CPA preparing and reviewing tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment advice, supporting recommended investments with detailed due diligence and serving large institutional investors among its client base.

John Arnold is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Kestra Advisory in 2023, he worked for M. Holdings Securities, Inc. for 20 years. He has served as president of the Estate Planning Council of Hampden County and is a member of the Endowment Committee at East Longmeadow United Methodist Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Paul Menzel is a financial advisor with Money Concepts Capital Corp who holds a Series 63 designation and has 27 years of industry experience. He has been with Money Concepts since 1999 and also serves as president and sole owner of Menzel CPA, P.C., where he provides accounting and tax services. Additionally, he is a part-owner and investing partner in NGC Industries Inc., involved with a spinal traction device. Money Concepts Advisory Service delivers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and operates a dual adviser/broker-dealer structure that offers specialized services like variable annuity management.

Ekaterini Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Connecticut Wealth Management, The Colony Group, GYL Financial Synergies, Hooker & Holcombe Investment Advisors, and Mid Atlantic Capital Corporation. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joseph Ryan is a financial advisor with Kestra Advisory who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of J E Ryan Wealth Management, operating as a registered representative. Ryan serves as a committee member on the Chester Finance Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment management supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.