Christopher Huxley is a financial advisor with Edward Jones in Florence, MA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America and Merrill from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gordon Christiansen is a financial advisor at Edward Jones in Greenfield, MA, holding a Series 66 designation with 16 years of industry experience, all of which has been at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kepa Eizaguirre Borreson is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has served in roles at OSAIC since 2023. He is also involved with Mindful Financials LLC, where he has worked for over ten years providing administrative and registered assistant support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to create portfolios that include a variety of investment types.

Paul Pierce Jr. is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address 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 in partnership with client advisors.

Jedediah Liebert is a CFP® and holds a Series 66 license, with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Commonwealth Financial Network, Liebert Investment Management, and Wells Fargo Advisors. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms and includes proprietary strategies under the Founders Gate Capital brand as well as access to unaffiliated strategists.

Jeffrey Carlson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Kevin O'Neil is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in the architecture and design sector for nearly a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Patricia Metcalf Shermeta is a CFP®-designated financial advisor at OSAIC with 11 years of industry experience. She previously worked at FSC Securities Corp and has been self-employed since 2007. Outside of her advisory role, she provides tax preparation and business consulting services through Mindful Financials, LLC. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and third-party managers to construct diversified portfolios across multiple asset classes.

Claire Kelly is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and previously worked at MassMutual Life Insurance Company and Educational Experiences Abroad LLC. She was also involved with the Greater Northampton Chamber of Commerce. 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, wrap and money-manager programs, and educational seminars.

Jameson Burns is a financial advisor with Edward Jones in Greenfield, MA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at IBM from 2017 to 2022. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at American Portfolios for 16 years, as well as at Money Concepts Capital Corp and OSAIC. Baker serves on the board of a nonprofit organization in Leyden, Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of investment programs and utilizes a variety of strategies, supported by operational tools and extensive platform capabilities.

Timothy Hampson is a financial advisor with Edward Jones in Amherst, MA, holding CFP® and ChFC® designations and possessing 22 years of industry experience. Prior to joining Edward Jones in 2023, he worked for Hartford Funds Distributors, LLC for 11 years. He serves on the finance committee of Grace Church in Amherst, where he reviews financials monthly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Samuel Schreiber is a CFP® with three years of industry experience, currently serving as a financial advisor at Equitable Advisors. His work history includes roles at Equitable Advisors, AXIA Group, and involvement in education with Western New England University and Frontier Regional School. Outside of finance, he is a trustee for the First Congregational Church and manages the day-to-day operations of Wauban Farms, an animal husbandry business. 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 utilizes a variety of advisory models and third-party asset managers and offers ERISA fiduciary services to qualified plans through credentialed representatives.