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.

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.

Christian Sulmasy is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment, Love, Jarominski And Raymond LLP, and The Nathan Agencies. Outside of his advisory role, he is the owner, president, and secretary of The Nathan Agencies, an S-Corp involved in insurance and tax-related activities. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has prior experience with Lincoln Investment and The Nathan Agencies. Outside of his advisory role, Doyle serves on the board of directors for Amherst Cinema and is involved with the Northampton Community Music Center as second vice president and board member, focusing on community outreach and governance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment management approaches.

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 at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at KeyBank, Infinex Investments, United Bank, and Merit Insurance Services. 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, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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 industry experience. She is currently affiliated with Commonwealth Financial Network and has prior experience with Sophia Wealth Strategies and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Justin Golec is a financial advisor with Eagle Strategies (NY Life) in South Hadley, MA, holding Series 63 and Series 65 licenses and has eight years of industry experience. He has been associated with Eagle Strategies since 2020 and New York Life since 2018. Outside of his advisory work, he volunteers with the Northampton High School lacrosse team. Eagle Strategies serves a diverse clientele including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its 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) based in Northampton, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Eagle Strategies since 2016 and has prior experience with Ortberg and Associates Financial Services and Insurance, as well as Nylife Securities. Outside of her advisory work, she serves as a board member for Cutchins Programs for Children and Families. 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 delivers tailored advice and solutions across multiple program types and emphasizes fiduciary responsibilities, with the majority of its assets managed 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.

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.

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.

Joshua Abrams Sanborn is a financial advisor with Eagle Strategies (New York Life) based in Northampton, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in public education for several years and held positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse 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 fiduciary responsibilities, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.