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.

Justin Doyle is a financial advisor with Eagle Strategies (NY Life) in Agawam, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2020 and concurrently with New York Life Insurance and NYLIFE Securities since 2016. Doyle also operates Quinn Wealth Strategies, LLC, a DBA through which he sells New York Life products and services, and he holds an appointment with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

John Liptak is a financial advisor with Kestra Advisory, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2008. Outside of advising, he serves as a co-trustee for a legal/fiduciary trust and is a board member of the Amelia Park Ice Arena in Westfield, MA. Additionally, he owns a CPA practice and works as a CPA preparing and reviewing tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment advice, supporting recommended investments with detailed due diligence and serving large institutional investors among its client base.

John Arnold is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Kestra Advisory in 2023, he worked for M. Holdings Securities, Inc. for 20 years. He has served as president of the Estate Planning Council of Hampden County and is a member of the Endowment Committee at East Longmeadow United Methodist Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Cole Frederick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alexandra Collins Anderson is a financial advisor with Kestra Advisory, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she completed law school at Suffolk University and worked at the United States Bankruptcy Court for the District of Massachusetts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, and serves a client base that includes large institutional investors such as sovereign wealth funds.

Paul Menzel is a financial advisor with Money Concepts Capital Corp who holds a Series 63 designation and has 27 years of industry experience. He has been with Money Concepts since 1999 and also serves as president and sole owner of Menzel CPA, P.C., where he provides accounting and tax services. Additionally, he is a part-owner and investing partner in NGC Industries Inc., involved with a spinal traction device. Money Concepts Advisory Service delivers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and operates a dual adviser/broker-dealer structure that offers specialized services like variable annuity management.

Joseph Ryan is a financial advisor with Kestra Advisory who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of J E Ryan Wealth Management, operating as a registered representative. Ryan serves as a committee member on the Chester Finance Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment management supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Melody Foti is a CFP® professional with 26 years of experience in the financial industry. She is currently with Commonwealth Financial Network and also owns Sophia Wealth Strategies, LLC, a private entity that facilitates securities, advisory, and insurance business. Outside of her advisory work, she is an author who sells a self-published book of watercolor paintings and poetry. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment options.

Ryan Ferriter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, Paper City Management, and TRI Construction Company Inc. Ferriter is also involved with Crosstown Development LLC, a non-investment related business in Holyoke, MA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary platforms and third-party strategists, employing a fiduciary-based advisory model.

Vincent Fortini is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing seven years of industry experience. His prior work includes roles at KeyBank and Saint Anselm College Sports Medicine. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence of third-party advisory products.

Kashawn Sanders is a financial advisor with Eagle Strategies (New York Life) in Northampton, MA, holding a Series 66 designation and five years of industry experience. He previously worked at Callaway Golf Company and Dymotek and operates under the DBA Ostberg & Associates Financial Services and Insurance. Outside of his advisory role, Sanders is the founder, president, and chairman of the board at Follow My Steps Inc., a nonprofit providing guidance and resources to low-income students and their families. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Meagan Crook is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. Her background includes roles at First Command Advisory Services, First Command Financial Planning, and Saddles In Service, as well as service in the US Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centrally managed model portfolios and prescreened third-party managers.

Lucia Shah is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked with Hart & Patterson Financial Group and Carl P. Sherr & Co., among others. Outside of advisory services, she is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager‑of‑managers approach, utilizing a proprietary focus list and combining active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Ryan Brassard is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Steward Partners in 2026. Outside of advising, he is a partner in ArionEdge LLC, an LLC created for private investment, and also works part-time as an independent contractor for Uber Eats. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through a variety of personalized and third-party investment solutions.

Dacota Durkee is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Money Concepts, Durkee has experience in tax preparation and planning through Drenen Financial Services, and is involved in managing real estate investments and residential property operations via Dream Holding Co. LLC and Apex Management & Leasing LLC. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Mark Goggins is a financial advisor with Eagle Strategies (NY Life) in Northampton, MA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Eagle Strategies since 2019 and is also associated with NYlife Securities LLC and New York Life Insurance Company. Outside of his advisory role, Goggins serves as a board member for Nonotuck Resource Associates, which provides shared living for intellectually challenged individuals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Duquette is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Bank, Citizens Securities, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model, offering customized advisory services, third-party asset manager referrals, alternative investments, and lending solutions.

Robert Ostberg is an advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been associated with New York Life and its affiliated entities since 1987 and has operated Ostberg & Associates Financial Services and Insurance, LLC since 2007. Outside of his advisory work, he volunteers as an event manager for an annual community fundraiser supporting the restoration of the Park Theater at Look Memorial Park. Eagle Strategies serves individual and institutional clients offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides customized advice across various program types and manages a significant portion of its assets on a non-discretionary basis, emphasizing fiduciary responsibilities especially in retirement plan consulting.