Jason Hicklen is a CFP® professional with 30 years of industry experience, currently affiliated with Edward Jones since 2012. He holds Series 63 and Series 66 licenses and practices in Longmeadow, MA. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Poggi is a financial advisor with LPL Financial, holding CFP® certification and Series 63, 65, and 66 licenses. He has 27 years of industry experience, having worked at LPL Financial since 2010 and previously at Private Portfolio Partners, LLC for 11 years. Poggi is also an adjunct professor at Western New England University and serves as CEO and co-owner of Innovative Capital Partners, a patent licensing company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from both internal and third-party sources.

Damon Accardi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at First Allied Advisory Services and First Allied Securities. Accardi also operates Accardi Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from various sources.

Steven Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at LPL Financial, People's United Bank, and Global Atlantic Financial Company. He also provides financial planning and investment advice to PeoplesBank customers through his involvement with PeoplesWealth Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual investors, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional consulting across an extensive advisor network.

David Samuelsen is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2017 before joining MML Investors Services LLC and Massachusetts Mutual Life Insurance Company in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

Heather Le Compte is a financial advisor at Mass Mutual Investors Services with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at MassMutual and Northwestern Mutual, and she was involved with Big Green Clean from 2012 to 2018. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a variety of investment and planning programs.

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.

Daniel Goggins is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Chelsea Financial Services, Davinci Capital Management, and MetLife. Outside of his advisory role, he is involved in an educational seminar business focused on insurance product sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with retirement plan consulting and brokerage services, supporting both discretionary and non-discretionary management with diversified and alternative investment strategies.

Kyle Jarvis is a financial advisor with Mass Mutual Investors Services based in Springfield, MA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has previously worked at Merrill and held multiple roles at Voya Financial, joining Mass Mutual Investors Services in 2019. 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 ongoing financial planning, asset management, and educational seminars, utilizing a structured, collaborative process that employs firm-approved analytical tools to develop written recommendations.

Jennifer Frick is a financial advisor at Cetera with 27 years of industry experience and holds the Series 66 designation. She previously worked at Voya Financial and its affiliated entities from 2014 to 2021 before joining Cetera Wealth Services and later Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Michael Mc Geoghan is a financial advisor with Mass Mutual Investors Services in Springfield, MA. He holds the CFP® and CFA® designations and has 12 years of industry experience. His prior roles include positions at Origin Financial, McGeoghan Wealth Management and Financial Planning, and Northwestern Mutual Investment Services. Outside of financial advising, he works as a package handler at a FedEx distribution center. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering collaborative, annual planning engagements with various educational and specialized planning options.

Jeffrey Sajdak is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding the ChFC® designation and Series 66 license, with 22 years of industry experience. He has been associated with MassMutual and its affiliates since 2018 and currently serves as an adjunct professor at Elms College, teaching undergraduate and graduate business courses including risk management and economics. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning with a range of programs including estate and employer-sponsored planning.

Christopher Mallon is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior roles include positions at Nuveen Investments and Dynamic Wealth Advisors. Outside of his advisory work, he is the owner of Pouch Drops, a home-based non-investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Salemi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior experience includes roles at IP Financial Advisory Services LLC and Innovation Partners LLC. Outside of his advisory work, he is an associate at PV Financial Group in Ludlow, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Smith is a CFP® with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. He previously worked for Securities America Advisors, Inc. for 10 years. Smith serves as president and board member of local community organizations in Fiskdale, Massachusetts. 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 a network of independent Financial Professionals and utilizes a variety of portfolio management platforms and strategies.

Michael Briggs is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and has prior experience with MassMutual Life Insurance Company and Next Financial Group, Inc. Outside of advising, he owns an interior design business. MassMutual 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Peter Cote is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he worked at Cetera Advisor Networks LLC from 2013 to 2017. He is also an author of a financial guide titled "A Consumer's Guide to Finding a Financial Advisor." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Sophie Miller is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Equitable Advisors. Before entering the financial industry, she worked in education and community organizations such as Northampton Public Schools and the People's Institute. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

Mack Hicklen is a financial advisor at Edward Jones in Longmeadow, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked briefly at Innovative Wealth Management and has experience in healthcare research and education. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

James Mc Namara is a Series 66-credentialed financial advisor with four years of industry experience. He currently works at LPL Financial and has previously been affiliated with Capstone Planning Group, Cornerstone Bank, and held roles in educational institutions including Assumption University and Westford Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.