Thomas Schreiber is a financial advisor with Equitable Advisors in Hatfield, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2006. Outside of his advisory role, he is involved in farming through Wauban Farm, which he co-owns with his family, and serves as a girls' assistant track coach at Frontier Regional School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers advice and implementation through a network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management programs.

Nicole Gorman is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she serves as a board member for Greenfield Community College, contributing her financial expertise to the institution's investment and finance committee. Additionally, she is involved as a trainer and coach at Westminster Fit Body Bootcamp. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Robert Lowney is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 36 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services from 2012 to 2025. Outside of his advisory role, he owns and manages Hadley Tax & Financial, where he supervises tax preparation and financial services operations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment programs and third-party managers.

Sarah Burnap is a Series 66-registered financial advisor with Equitable Advisors in Hatfield, MA, with 11 years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Cambridge Investment Research, and Hart & Patterson Financial Group. Outside of her advisory work, she serves as PTO President for Bernardston Elementary School and volunteers as a coach for a local summer league softball team. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate program strategies.

Corinne Mc Fadden is a Series 66-licensed financial advisor with Edward Jones in Greenfield, MA, and has seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Scott Farm/Landmark Trust and Windham Northeast Supervisory Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Louis Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA, holding a Series 66 designation and with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2012. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and providing a range of event-driven planning services.

Nathaniel Hussey is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Brattleboro Development Credit Corporation, Second Wind Consultants, and Greenfield Public Schools. Outside of his advisory work, he serves as Chief Systems Officer and principal of Neatline Consulting, a spatial and data analysis company based in Greenfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Nicholas Paine is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Florence, MA. He has prior experience at Streetlight Financial and UMassFive College Credit Union. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

John Rhoades is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also the business owner of Notch 8, Inc., a steak and seafood restaurant and banquet facility in Northampton, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Brandon Mc Fadden is a financial advisor at Edward Jones in Greenfield, MA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Bradley Baker is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at OSAIC and American Portfolios Financial Services, Inc. In addition to his advisory work, he is employed as a personal care assistant. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Francis Sobieski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has owned and operated Sobieski Financial, LLC and Sobieski CPA Firm, LLC since 2016 and has served as a board member for the Town of Deerfield since 2014. Additionally, he acts as a co-trustee for a fiduciary appointment. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authority across various program structures.

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.

Allen Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Davis has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written recommendations in collaborative, annual planning engagements.

Richard Gaudreau is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previous work experience at Boston Financial Investment Management and in education-related roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Joanne Saraiva is a Series 66-licensed financial advisor with Edward Jones in Northampton, MA, and has nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at Sears for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Denise Govoni is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she assists individuals and families in managing financial complexities and developing actionable plans aligned with their goals through a collaborative and educational process. Prior to her current position, Denise served as a Wealth Management Advisor at TIAA from 2014 to 2020. Her experience includes guiding clients in building and preserving wealth while focusing on clarity and confidence throughout their financial journey. Outside of her professional work, Denise engages in activities such as biking, gardening, hiking, and spending time with family and pets.

Mark Vaclavicek is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2018. Outside of his advisory role, Vaclavicek serves on the boards of regional agricultural and civic organizations and is involved with a community-focused nonprofit foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform options.

Matthew Ramon is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates Ramon Financial Services as an independent licensed insurance broker, offering insurance products and advice to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes and investment strategies.

Aimee Marden is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at UMassFive College Federal Credit Union and CUSO Financial Services, Lp. Marden is also involved in UMassFive Wealth Management, a business associated with her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various technology tools and multiple investment strategies.