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.

Ekaterini Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Connecticut Wealth Management, The Colony Group, GYL Financial Synergies, Hooker & Holcombe Investment Advisors, and Mid Atlantic Capital Corporation. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

Louis Mangene Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Waddell & Reed. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.

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 in Feeding Hills, MA, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes multiple roles with Key Investment Services LLC and KeyBank, as well as positions in sports medicine and with Sullivan Paper Company. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model to deliver discretionary and non-discretionary investment solutions, integrating services with KeyCorp affiliates for additional financial capabilities.

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.

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.

Sean Reddington is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Nationwide Insurance, Nationwide Securities, LLC, and Voya Financial Advisors. He is also involved in selling fixed insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

John Kirsch is a financial advisor with Lincoln Investment in Hampden, MA, holding a Series 66 designation and 23 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Equitable Advisors. Outside of his financial career, he owns and operates a handyman service and has engaged in electrical apprenticeship training. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a broad network of independent advisors.

Michael Patrakis is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Newbury Associates since 1996. He is based in E. Longmeadow, MA. Patrakis is also the owner of Newbury Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Kate Koplin is a CFP® professional with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and Trailhead Financial LLC since 2018 and previously worked at Ameriprise Financial Services from 2014 to 2018. Her other business activities include fixed insurance sales conducted at her branch location. 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 services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Lisa Rancourt is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2019 and at Infinex Investments, Inc. since 2013. Outside of her advisory role, she serves as First Vice President and Operations Manager at Ion Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Dennis Gero is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Commonwealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Jeanmarie Deliso is a CFP® with over 31 years of experience in the financial services industry. She is affiliated with Eagle Strategies (NY Life) and has held roles at Mahoney Financial Organization, Deliso Financial Services, and New York Life entities throughout her career. Deliso serves on several nonprofit boards, including the Baystate Health Foundation and the Community Music School of Springfield, reflecting her involvement in community organizations. She is also an owner of a refrigeration business and participates as an investor and board member in various local enterprises. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm specializes in tailored, non-discretionary advisory solutions and works with diverse client types, including defined contribution and benefit plans, charitable organizations, and corporate clients.

Amy Santarelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at UBS Financial Services and Ernst Financial Group. She is also the owner of Amy Santarelli Wealth Management LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, with advisors typically constructing client portfolios from diverse securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Amanda Vasta is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. She has worked at Reilly Financial Group, CoStar Group, Verisk Inc, and MassMutual, among other firms. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

David Fedor is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network since 2010. He is also the President and Owner of Fedor Financial Group, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, technology, compliance, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.