Ayca Akisik is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Bank and its affiliated firms since 2010. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, providing portfolio management, financial planning, and custody services through a range of proprietary and third-party investment options.

Chris Landry is a financial advisor with Commonwealth Financial Network based in Northampton, MA. He holds three years of industry experience and has prior work history at CheckWriters, Trugreen, and Sun Run. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 affiliated with Private Advisor Group, LLC and holds a Series 65 designation. He has 24 years of experience with the Holyoke Police Department. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Christian Sulmasy is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Lincoln Investment since 2009 and is also associated with The Nathan Agencies and Love, Jarominski And Raymond, LLP. Outside of advising, he serves as owner, president, and secretary of The Nathan Agencies, an insurance and tax-related firm. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.

Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Lincoln Investment and The Nathan Agencies. Doyle serves on the Board of Directors for Amherst Cinema and Northampton Community Music Center, where he holds leadership roles involving strategic planning and community outreach. He is also involved in music production as a project manager and recording artist with Galaktik Audio. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm utilizes an in-house Investment Management & Research team to drive investment decisions and maintains affiliations with Lincoln Investment and custodial partners such as Pershing/BNY.

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.

Ruth Francis is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at ShorePoint Advisory Group and Curran and Keegan Financial, and spent two years at Felicity Hardee Law Practice. Francis is also the owner of Eleven 15, LLC, a company created to hold real estate, currently a shell entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Adam Krol is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Eagle Strategies since 2021 and with various New York Life entities since 2020. Outside of his advisory role, Krol serves as Vice President of the Pioneer Valley Estate Planning Council and volunteers as a head baseball coach for Northampton Legion Post 28. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Marianne Bannan is a CFP® professional with 30 years of experience in the financial services industry. She is currently with Commonwealth Financial Network and previously worked at Wells Fargo Clearing and Sophia Wealth Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform offering managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kevin Manghan is a CFP® certificant with 38 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at Infinex Investments, Inc., Peoples Bank, and Key Investment Services LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

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.

Kathleen Collins is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. She has been with Kestra Advisory since 2016 and also operates Collins Wealth Management, where she provides registered representative and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, with services including fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Brian Keigan is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including over 16 years at Park Avenue Securities and Guardian Life Insurance Company. Keigan owns Executive Financial Solutions Group, LLC, which operates to sell New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Katherine Newman is a financial advisor with Eagle Strategies (NY Life) in Northampton, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Eagle Strategies since 2016 and also operates under the DBA Ostberg & Associates Financial Services and Insurance for selling New York Life products. Newman serves as a board member for Cutchins Programs for Children and Families. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional sponsors, and corporate clients. The firm delivers customized advice through various program types and focuses heavily on non-discretionary assets under management within an integrated New York Life affiliate structure.

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.

Kevin Myers is a financial advisor with Private Advisor Group, LLC, holding the CFP® and CFA® designations and possessing 24 years of industry experience. His prior roles include positions at TIAA-CREF and LPL Financial. Outside of his advisory work, he is involved in tax preparation and accounting services through Mosaic Tax Management LLC. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.