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® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2025 and previously spent 14 years at Commonwealth Financial Network combined with managing Liebert Investment Management since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple custody platforms.

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.

Steven Crespo is a financial advisor at Edward Jones in Ludlow, 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. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Ryan Allen is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for five years at the City of Holyoke Department of Public Works and served eight years on the Holyoke City Council. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.