Kerriann Collins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Empower Financial Services, GWFS Equities, and Massachusetts Mutual Life Insurance Company. Outside of finance, she is the sole proprietor of Edge Floral Design, a florist business. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and educational seminars.

Michael Gregory Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to support its financial plans.

Joshua Elterman is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Brian Bishop is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

Antonio Bastos is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has previously worked with firms including Commonwealth Financial Network and Raymond James Financial Services. Bastos is also involved as an agent in a community financial services business focused on fixed insurance products. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analyses.

Maria Robbins is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to client goals.

Brett Singer is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as treasurer for the Springfield Technical Community College Foundation and is the owner of a garage band based in Westfield, MA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling techniques.

Ana Reid is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cory Bradley is a financial advisor with Ameriprise based in Stafford Springs, CT. He holds a Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he has worked at FedEx and attended Bryant University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored financial advice through a centralized consulting team.

John Pappas is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the board and finance committee of Helix Human Services, a Springfield-based children and youth nonprofit, and is a past president of its board of directors. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but typically does not include individual security recommendations in standalone plans.

Denise Koran Klisiewicz is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley, where she has worked since 2015. Outside of her advisory role, she owns a sole proprietorship creating and selling handmade jewelry and crafts, and she serves as a member of the Town of Monson Agriculture Commission. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.

Andrew Beaudry is a CFP® with 37 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2011. He holds Series 63 and Series 65 licenses and is based in South Hadley, MA. Outside of his advisory role, he owns a media production company, Twohills Dood Productions. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, including proprietary models, third-party solutions, and both discretionary and non-discretionary management options.

Kevin Outland is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Citizens Securities, Inc., where he worked for eight years, and Capstone Planning Group. 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.

Roy Caso Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. In addition to his advisory work, he consults with athletes regarding salary negotiations and contract stipulations through Post Game Financial and owns Post Game Realty, LLC, which operates an office in East Longmeadow, MA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations and offers specialized planning services, including divorce and estate-settlement planning.

James Healey is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is a sole proprietor involved in leasing a garage on his property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analyses.

Christine Subotin Prentice is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Kansas Sienna is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, Kansas held positions at the University of Connecticut and Ross Haven Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers the Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Brannigan is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in managing several real estate and property management entities. Ameriprise Financial Services serves both individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, using research and algorithmic tools to provide written recommendations and ongoing advice.

Alexa Morin is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to her current role, she has held positions in various sectors including recreation and public service. She has also worked with the Young Presidents' Organization and served in roles related to education and government. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans.

Michael Curran is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017, and has been affiliated with Massachusetts Mutual Life Insurance Company, METLIFE Investors Distribution Company, and Metlife Securities, Inc. since 2016 or earlier. Outside of his advisory roles, Curran serves as Vice President of Technology and golf event organizer for The Falcon's Nest, a nonprofit supporting individuals and families affected by Down syndrome. 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 and collaborative annual planning engagements without investment discretion.