Paul Vegiard Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Monson Savings Bank, Infinex Investments, Inc., United Bank, and Santander Securities LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm emphasizes customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments and lending solutions.

Richard Pinkos is a financial advisor at Eagle Strategies (NY Life) with over 40 years of experience, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has been associated with NYLife Securities LLC and New York Life Insurance Company since 1986. Outside of his advisory role, Pinkos is active in his community as a board member of Pioneer Valley Christian School, vice chair of the Polish Center for Discovery and Learning, a member of the Springfield Symphony Orchestra Development Committee, and an educator at the Springfield Museums. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

Robert Lareau is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2011 to 2021 and has been with Main Street Financial since 2021. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, compliance, and technology.

Darien Lewie is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Woodbury Financial Services, and Infinex Investments. In addition to his advisory role, Lewie owns and operates Lewie Insurance, a property and casualty insurance agency, and works as a laborer for Tom Fredo Home Builders. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with discretionary and non-discretionary account options.

Jennifer Cooke is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Commonwealth Financial Network, Ernst Financial Group, and The Wealth Transition Collective. Outside of advisory work, she is the owner of Cooke Consulting, Inc., a private consulting entity related to securities, advisory, and insurance business, and serves as a bank corporator for Country Bank for Savings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting its recommendations with due diligence and managing approximately $79.8 billion in assets.

Michael Flaherty is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work history includes roles at Merrill Lynch, Bank of America, and Wells Fargo. Raymond James Financial Services Advisors, Inc. offers 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 utilizes tailored, non-discretionary planning and risk profiling tools and provides specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

James Dowd is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 13 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover 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 working alongside financial advisors.

Christine Jones is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as a landlord in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Ty Martinelli is a CFP® with 21 years of experience in financial advising, currently with LPL Financial since 2011. He previously worked at Mariner Financial Group, LLC and The Westerman Group, LLC. Martinelli also acts as an independent insurance agent selling life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports client strategies with both proprietary and third-party resources.

Arnold Magid is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Jack Anderson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Grenier Financial Advisors and has academic experience at the University of Massachusetts Amherst and Syracuse University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and integrated financial services.

Sean Parent is a Series 66 licensed financial advisor with Edward Jones in East Longmeadow, MA, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at SABIS International Charter School for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Christopher Casale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at CUSO Financial Services and Westfield Bank. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Duane Blische III is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Northwestern Mutual and has held roles outside finance, including positions at John Brewers Tavern and Pizzeria Marzano. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Stephen Duval is a financial advisor with Ameriprise in Northampton, MA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duval owns Newton College LLC, which holds commercial real estate used for his practice, and is involved in operations and office maintenance through SRD Operations, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Nithin Eranezhath is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Nithin has been serving a global clientele since 2008, including affluent individuals, families, and business owners. He employs a goals-based approach to wealth management that begins with understanding each client’s specific objectives and developing tailored strategies to build, manage, and preserve their wealth. His expertise encompasses areas such as retirement planning, family wealth management, legacy planning, philanthropic giving, and socially responsible investing. Prior to joining Merrill Lynch, Nithin was a financial center manager with Bank of America and has management experience across hospitality, retail, and financial services. He has lived and worked in four countries, broadening his global perspective. Currently, he is part of a three-advisor wealth management team with a combined experience exceeding 60 years. Nithin is committed to building long-term relationships that foster open communication and provide clients with tailored financial guidance beyond traditional portfolio management. Nithin earned his bachelor’s degree from the Institute of Hotel Management. Outside of his professional role, he and his wife, Nancy, actively engage in volunteer efforts through their church, supporting local and international communities. His personal interests include cooking, fishing, traveling, spending time with family, and watching movies.

David Petruzzelli is a financial advisor with LPL Financial in Longmeadow, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at MassMutual, MML Investors Services, Inc., and Quick & Reilly. Petruzzelli operates Petruzzelli Financial Services, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Alvanos is a CFP® and ChFC® with 27 years of industry experience. She is currently with Morgan Stanley in Springfield, MA, where she has worked since 2025 following a 20-year tenure at Ameriprise. Outside of her advisory role, she is a sole proprietor and joint owner of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support client outcomes.

Dominic Maloni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, Maloni is involved in several business ventures, including real estate brokerage, restaurant ownership, and managing family farms. 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-focused planning using firm-approved analytical tools, offering a range of programs including divorce planning and employer-sponsored services.

Tanya Ferrero is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2009 and has worked with Charter Oak Financial/Post Game Financial since 2011. MassMutual Investors Services, LLC 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 firm-approved software and structured, collaborative planning processes.