Richard Friese Jr. is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2006, totaling 19 years of industry experience. He is based in Amherst, MA. Outside of his advisory role, he coaches boys and girls soccer for the Western United Pioneers in Ludlow, MA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Aaron Smith is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, Smith serves as president of the Streetlight Financial Foundation, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Michael Markiewicz is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. He is also a limited partner in Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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 across the country.

Jennifer Ewers is a financial advisor with Edward Jones in Northampton, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Finck and Perras Insurance Agency for three years and Webber and Grinnell Insurance for seventeen years. She serves as a volunteer corporator for Greenfield Cooperative Bank and is a board member for Friends of Cooley Dickinson Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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.

Justin Osowiecki is a Certified Financial Planner® with 25 years of industry experience. He has been with Ameriprise since 2005, serving in various roles within the firm. His additional activities include providing client service and administrative support as an Associate Financial Advisor outside of investment-related duties. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Laura Townes is a financial advisor at Edward Jones in Northampton, MA, holding CFP®, ChFC®, and Series 66 designations with eight years of industry experience. She has been with Edward Jones since 2019 and has prior experience at Bolton Global Asset Management, Bolton Global Capital, and From the Heart Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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.

Alexandra Chapman is a financial advisor with LPL Financial in Easthampton, MA, holding a Series 66 designation and having three years of industry experience. She has worked with bankESB for several years in various capacities and has prior experience with Northampton Parks and Recreation and Inspire Works Enrichment Camp. 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 range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

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.

Robin Marble is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial and Lamothe & Associates Financial Associates Inc. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizes various asset-allocation tools, and offers access to third-party money managers and managed-account solutions.

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.

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.