Tami Maurice is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Brian Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with LPL Financial since 2011 and also operates through Webster Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Jakob Boutet is a financial advisor with Ameriprise in Springfield, MA, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions at CUNA Brokerage Services, TruStage, CUNA Mutual Group, and Summer House, in addition to six years in full-time education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Raissa D Danna is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

James Calabrese is a financial advisor at UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Enrique Alvarez is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Alvarez is a member of the Hartford Gun Club and a Freemason, and he operates a small business buying and selling firearms and other items on eBay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various portfolio management options and proprietary model strategies under Founders Gate Capital, supported by institutional features such as advisor support programs and compliance processes.

Erich Zielonka is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as ownership of a CPA practice focused on tax preparation and wealth management. Zielonka also manages an LLC for rental properties. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees assets exceeding $256 billion through a large network of independent advisors.

Brendon Hutchins is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and previously spent 12 years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nancy Miller is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, Miller is an active musician performing paid and community gigs and has served on the board of permanent funds for Faith United Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products within an integrated platform.

Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 registration and 27 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory work, Cassidy is involved in several non-investment ventures, including partnerships in a child care service center and real estate ownership related to that business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with flexible implementation options, combining proprietary models and access to third-party strategists.

Daryl Devillier is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates from 2006 to 2018 before joining Ameriprise Financial Services Inc. He also participates in mentoring activities, speaking with high school students about careers in finance. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, algorithm-supported retirement income recommendations.

Harry Miller is a financial advisor at Merrill Lynch Wealth Management in Springfield, MA. He works closely with clients to understand their unique financial needs and develop personalized strategies tailored to their goals. Harry focuses on building lasting relationships based on trust and integrity, offering support throughout the financial planning process. Before transitioning to financial advising, Harry spent several years as an engineer leading teams on projects in the food manufacturing industry. He earned a Bachelor's degree and an MBA from the University of Massachusetts. His areas of expertise include divorce transition planning, employee benefits planning, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. Harry is active in his local community and involved with Revitalize CDC. He lives in Western Massachusetts with his wife and their five-year-old Siberian husky, Rocko. In his free time, he enjoys cooking, football, golfing, hiking, and spending time with his family.

Lynn Sorel is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Douglas Neiman is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several Cetera entities since 2021, following six years at Voya Financial Advisors. Outside of his advisory role, Neiman operates a small online sales business focused on used tools and sporting goods. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Sean Gilligan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services, USI Securities, and Patrick Capital Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Natalie Connelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been a team member since 2016. She contributes to business development and marketing efforts while assisting with relationship management and financial planning. Previously, Natalie worked at Voya Financial in roles focused on relationship management and financial planning. She holds several professional designations including Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Natalie earned her Bachelor's Degree from Westfield State College. Her areas of expertise include retirement planning, divorce transition planning, family wealth management strategies, college education planning, and managing new wealth. Natalie is committed to guiding clients through their unique financial situations and works alongside her team, the Foundation Management Group, which collectively has over a century of experience. Residing in West Springfield, Massachusetts, Natalie is involved in her community through the West Springfield Rotary Club and youth sports booster clubs. She spends her personal time engaging in activities such as cooking, gardening, ice hockey, interior decorating, reading, traveling, and supporting her two children in their sports activities.

Peter Leonczyk is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. He serves as a board member for the Ludlow Community Center/Randall Boys and Girls Club and the Ludlow Cares Coalition. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals and provides a range of portfolio management and model-based solutions tailored to client objectives.

Anthony Montemagni is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 1999. Montemagni has served on the investment committee for the Springfield Technical Community College foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Nico Santaniello is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2012 to 2024. Outside of his advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing annual planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

Shawn Torres is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and MML Investors Services, Inc. He is also the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management options and proprietary model strategies.