Adam Robinson is a CFP® professional with 24 years of experience, currently affiliated with Eagle Strategies (NY Life) in Northampton, MA. He has worked with Ostberg & Associates Financial Services and Insurance as well as Crossman Financial Services and Insurance. Robinson serves as a corporator for Greenfield/Northampton Cooperative Bank. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

William Kemple is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Mass Mutual Investors Services before joining Commonwealth in 2020, where he also operates Kemple Financial, LLC. Outside of advisory work, he provides tax preparation services through Kemple Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services, combining in-house model portfolios with outsourced execution options.

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.

Kevin Sugermeyer is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group Securities, Inc. among others. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program to individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations within an online planning platform to support clients' retirement goals.

Justin Rodrigues is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 licenses and has 15 years of industry experience. His career includes roles at Ion Bank since 2019, Infinex Investments, Inc since 2016, United Bank from 2016 to 2019, and LPL Financial in 2015. 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 with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary accounts.

Peter Patrakis is a Series 66-registered advisor with Commonwealth Financial Network, based in E. Longmeadow, MA. He has one year of industry experience with Commonwealth Financial Network and Newbury Wealth Management. Prior to his advisory career, he was involved with Family Bike & Sports for five years. 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 range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios supported by a dedicated investment management and research team.

Claudia Pereira is a financial advisor at TD Private Client Wealth LLC in Springfield, MA, with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with TD-affiliated firms since 2012. Outside of her advisory role, she works part-time as an office clerk for Blanco Electric LLC, an electrical company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes strategic and tactical asset allocation through a combination of affiliated and third-party managers, offering portfolio management, financial planning, and custody services.

James Zien is a CFP® professional with 38 years of industry experience. He is affiliated with Commonwealth Financial Network and also owns Trailhead Financial LLC, through which he conducts his advisory and insurance business. Prior to his current roles, he worked at Ameriprise Financial Services, Inc. for 13 years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment platforms.

Anthony Migliozzi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and over 21 years of industry experience. His career includes roles at Edward Jones and Innovative Wealth Managers. He is also the owner of Migliozzi Financial Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Shea is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of Pension & Benefits Associates, Inc., a private entity involved in securities, advisory, and insurance business. His prior work includes positions at BlackRock Investments and Columbia Management Investment Distributors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a wide range of securities and insurance products.

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.

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.