Brian Caine is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he works as a broker providing life, disability, long-term care, health insurance, and fixed annuities through various carriers. MML 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 financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Robert Desnoyers is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds Series 63 and Series 66 licenses and is based in South Hadley, MA. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

William Breault is a Series 66-licensed financial advisor with 11 years of industry experience. He previously worked at Commonwealth Financial Network from 2014 to 2025 before joining Cambridge Investment Research Advisors in 2025. He serves as a volunteer committee member for the Town of Millbury. 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 provides financial planning, investment management, and retirement advisory services through independent financial professionals utilizing a range of portfolio management approaches and model strategies.

Norman Cotteleer is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, with prior roles at Ameriprise Financial Services and LPL Financial. He is based in Holyoke, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Damon Accardi is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021, following roles at First Allied Advisory Services and First Allied Securities. He also operates Accardi Financial Group, Inc., a registered investment advisory business. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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.

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 with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His career includes roles at firms such as Mass Mutual Investors Services, METLIFE, and Davinci Capital Management. Outside of his advisory work, he is involved in Alpine Wealth Partners, where he conducts educational seminars and sells insurance products. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and operational technology.

Raymond Lukas is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes long tenures at Investacorp, Inc. and Securities America, Inc., as well as recent roles at OSAIC and LPL Financial. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Emi Lee Haryasz is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial LLC, CUSO Financial Services, LP, and JPMorgan Chase Bank, N.A. Additionally, Haryasz is the owner of Paper Crane Reiki LLC, a non-investment business providing Reiki energy healing services. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

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.

Timothy Wright is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having eight years of industry experience. He previously worked at MetLife Securities Inc. for eleven years and has been with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Wright is active as an insurance agent, licensed to sell individual life, property/casualty, health, group life and health insurance, fixed annuities, and SP indexed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, using firm-approved software to analyze client goals and offering event-driven planning programs including divorce, estate-settlement, and employer-sponsored planning.

Miguel Acevedo Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and over 26 years of industry experience. His career includes positions at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc. from 2004 to 2017. 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, and educational seminars, using firm-approved software to provide written recommendations through collaborative annual planning engagements.

Aaron Smith is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, Smith serves as president of the Streetlight Financial Foundation, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Orlando Zayas is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at LeaderOne Financial, Polaris Home Loans, and Golden Years Home Care Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial product offerings than many large institutional advisers.

Michael Markiewicz is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. He is also a limited partner in Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

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.

Jennifer Ewers is a financial advisor with Edward Jones in Northampton, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Finck and Perras Insurance Agency for three years and Webber and Grinnell Insurance for seventeen years. She serves as a volunteer corporator for Greenfield Cooperative Bank and is a board member for Friends of Cooley Dickinson Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Christopher Huxley is a financial advisor with Edward Jones in Florence, MA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America and Merrill from 2012 to 2018. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Lupo is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Western New England University and has been involved in the food service industry as a cook at The Pizza Shoppe since 2018. He also engages in outside insurance sales, including life, disability, and fixed annuities products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software to analyze client goals and provides event-driven planning programs including estate and employer-sponsored planning.