John Moore is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he is the author of books on Notre Dame football and on politics and religion. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance, while allowing advisors discretion in constructing client portfolios.

Justin Doyle is a financial advisor with Eagle Strategies (New York Life) in Agawam, MA, holding Series 63 and Series 65 designations and with nine years of industry experience. His prior roles include positions at Deliso Financial and Insurance Services and Quinn Wealth Strategies, where he also operates under the DBA Quinn Wealth Strategies to sell New York Life products. He is also appointed as an insurance broker with outside 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 advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a variety of institutional sponsors within an integrated New York Life affiliate structure.

Lu Ellen Guenther Smith is a financial advisor with Commonwealth Financial Network in Sturbridge, MA. She holds the ChFC® designation and Series 63 and 66 licenses, with 36 years of industry experience, including over three decades at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, compliance, and investment management, offering diverse portfolio construction options and proprietary model portfolios.

Ryan Brassard is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Steward Partners in 2026. Outside of advising, he is a partner in ArionEdge LLC, an LLC created for private investment, and also works part-time as an independent contractor for Uber Eats. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through a variety of personalized and third-party investment solutions.

Paul Duquette is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Bank, Citizens Securities, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model, offering customized advisory services, third-party asset manager referrals, alternative investments, and lending solutions.

John Kirsch is a financial advisor with Lincoln Investment in Hampden, MA, holding a Series 66 designation and 23 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Equitable Advisors. Outside of his financial career, he owns and operates a handyman service and has engaged in electrical apprenticeship training. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a broad network of independent advisors.

Michael Patrakis is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Newbury Associates since 1996. He is based in E. Longmeadow, MA. Patrakis is also the owner of Newbury Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Kate Koplin is a CFP® professional with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and Trailhead Financial LLC since 2018 and previously worked at Ameriprise Financial Services from 2014 to 2018. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Dennis Gero is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Commonwealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Jeanmarie Deliso is a CFP® with over 31 years of experience in the financial services industry. She is affiliated with Eagle Strategies (NY Life) and has held roles at Mahoney Financial Organization, Deliso Financial Services, and New York Life entities throughout her career. Deliso serves on several nonprofit boards, including the Baystate Health Foundation and the Community Music School of Springfield, reflecting her involvement in community organizations. She is also an owner of a refrigeration business and participates as an investor and board member in various local enterprises. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm specializes in tailored, non-discretionary advisory solutions and works with diverse client types, including defined contribution and benefit plans, charitable organizations, and corporate clients.

Amy Santarelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at UBS Financial Services and Ernst Financial Group. She is also the owner of Amy Santarelli Wealth Management LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, with advisors typically constructing client portfolios from diverse securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Amanda Vasta is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. She has worked at Reilly Financial Group, CoStar Group, Verisk Inc, and MassMutual, among other firms. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Kevin Sugermeyer is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group Securities, Inc. among others. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program to individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations within an online planning platform to support clients' retirement goals.

Peter Patrakis is a Series 66-registered advisor with Commonwealth Financial Network, based in E. Longmeadow, MA. He has one year of industry experience with Commonwealth Financial Network and Newbury Wealth Management. Prior to his advisory career, he was involved with Family Bike & Sports for five years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios supported by a dedicated investment management and research team.

Claudia Pereira is a financial advisor with TD Private Client Wealth LLC in Springfield, MA, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with TD Private Client Wealth LLC since 2021 and previously worked at TD Bank N.A. for nine years. Outside of finance, she works part-time as an office clerk for Blanco Electric LLC, assisting with administrative tasks. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation across affiliated and third-party managers.

Paul Vegiard Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Monson Savings Bank, Infinex Investments, Inc., United Bank, and Santander Securities LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm emphasizes customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments and lending solutions.

Robert Lareau is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2011 to 2021 and has been with Main Street Financial since 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, compliance, and technology.

James Dowd is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 13 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Christine Jones is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as a landlord in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Ty Martinelli is a CFP® with 21 years of experience in financial advising, currently with LPL Financial since 2011. He previously worked at Mariner Financial Group, LLC and The Westerman Group, LLC. Martinelli also acts as an independent insurance agent selling life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports client strategies with both proprietary and third-party resources.