Alexandra Chapman is a financial advisor with LPL Financial in Easthampton, MA, holding a Series 66 designation and having three years of industry experience. She has worked with bankESB for several years in various capacities and has prior experience with Northampton Parks and Recreation and Inspire Works Enrichment Camp. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

Brendan Burke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Fred Alger & Company, LLC, IFS Financial Services, and Touchstone Advisors Inc. 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, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jedediah Liebert is a CFP® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2025 and previously spent 14 years at Commonwealth Financial Network combined with managing Liebert Investment Management since 2011. 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 offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple custody platforms.

Jeffrey Carlson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Jason Cutler is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also provides financial planning services through The Jamrog Group LLC, a business he operates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs detailed client information and firm-approved analytical tools to develop collaborative, goal-focused planning relationships.

Robin Marble is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial and Lamothe & Associates Financial Associates Inc. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizes various asset-allocation tools, and offers access to third-party money managers and managed-account solutions.

Patricia Metcalf Shermeta is a CFP®-designated financial advisor at OSAIC with 11 years of industry experience. She previously worked at FSC Securities Corp and has been self-employed since 2007. Outside of her advisory role, she provides tax preparation and business consulting services through Mindful Financials, LLC. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and third-party managers to construct diversified portfolios across multiple asset classes.

Claire Kelly is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and previously worked at MassMutual Life Insurance Company and Educational Experiences Abroad LLC. She was also involved with the Greater Northampton Chamber of Commerce. 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, wrap and money-manager programs, and educational seminars.

James Mclaughlin is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at MetLife Securities Inc. and Tower Square Securities, Inc. before joining Mass Mutual’s entities. Mass Mutual Investors Services, LLC 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 through collaborative, annual planning engagements using firm-approved analytical tools.

Steven Crespo is a financial advisor at Edward Jones in Ludlow, MA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Hampson is a financial advisor with Edward Jones in Amherst, MA, holding CFP® and ChFC® designations and possessing 22 years of industry experience. Prior to joining Edward Jones in 2023, he worked for Hartford Funds Distributors, LLC for 11 years. He serves on the finance committee of Grace Church in Amherst, where he reviews financials monthly. 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 provides a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Amy Jamrog is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and bringing 29 years of industry experience. She previously worked at Northwestern Mutual in various roles from 1999 to 2019. Outside of advising, she is involved in coaching and consulting for financial advisors through her own firm, Four Wings Consulting, LLC, and serves on the boards of Dietz & Company ESOP and FINSECA. She is also an author and delivers talks on accountability, marketing, and sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate settlement.

Jessica Holloway is a CFP® and ChFC® with 19 years of experience in financial advisory. She is currently a partner and COO at The Jamrog Group LLC and has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2019. Prior to that, she spent several years with Northwestern Mutual in financial planning and investment management roles. Holloway also serves as a partner and COO in an outside insurance business focused on life, property and casualty, long-term care, and fixed annuities. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers collaborative, annual planning engagements.

Ryan Allen is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for five years at the City of Holyoke Department of Public Works and served eight years on the Holyoke City Council. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Longo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Samuel Schreiber is a CFP® with three years of industry experience, currently serving as a financial advisor at Equitable Advisors. His work history includes roles at Equitable Advisors, AXIA Group, and involvement in education with Western New England University and Frontier Regional School. Outside of finance, he is a trustee for the First Congregational Church and manages the day-to-day operations of Wauban Farms, an animal husbandry business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers and offers ERISA fiduciary services to qualified plans through credentialed representatives.