David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

Michael Stein is a financial advisor at Eggz with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Seeley Howard and O'Hanesian LeCours. Michael is based in Charlemont, MA. Eggz is an independent firm providing online robo-advisory portfolio management using algorithm-generated investment solutions primarily comprising ETFs, mutual funds, and fixed income. The firm serves individuals, high-net-worth clients, and business entities, with a service model that emphasizes client choice based on an interactive questionnaire and algorithm without discretionary trading or individualized account monitoring.

Francis Collins is a financial advisor at Beacon Investment Advisers, LLC with 21 years of industry experience. He has managed Beacon Investment Advisers since 1999 and has operated his own law firm, Francis E. Collins, P.C., since 1973. In addition to his advisory work, he maintains a legal practice and is a licensed real estate broker. Beacon Investment Advisers provides discretionary portfolio management and financial planning primarily for individual investors, trusts, and IRAs. The firm integrates investment services with legal and real estate expertise, focusing on long-term equity selection and balance-sheet analysis while offering tax preparation and accommodating client investment preferences.

Steve Kim is a financial advisor at Orbis Wealth Management in Greenfield, MA, holding the CFP® designation with 19 years of industry experience. He has served on multiple nonprofit and community boards, including chairing the Monadnock Regional Foundation for Family Services and participating in the Colonial Performing Arts Center. Kim is also involved with Monadnock Community Hospital’s finance and investment committees. Orbis Wealth Management provides comprehensive investment advisory and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm constructs portfolios tailored to clients’ objectives using various asset classes and employs methodologies such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo simulations, offering both ongoing asset management and consulting services.

Melissa Sweet is the principal advisor at SweetMoney in Greenfield, MA, holding a Series 65 designation with 23 years of industry experience. She has been leading SweetMoney since 2015 and has also been involved with MONEY$ENSE since 2002. SweetMoney provides financial planning, counseling, and coaching services focused on budgeting, debt management, savings, and major financial decisions for individuals and couples across income levels. The firm offers in-person and phone consultations, written reports, and conducts workshops for employers and educational institutions, emphasizing education and referrals to third-party managers for clients seeking active portfolio management.

Megan Donnelly is a CFP®, ChFC®, and Series 63-registered financial advisor with 14 years of industry experience. She is the sole advisor at Quabbin Advisors, an independent firm she has been with since 2012. Quabbin Advisors provides fee-only financial planning and investment advisory services to individuals, families, nonprofit organizations, and businesses. The firm emphasizes a largely non-discretionary approach to client assets, focusing on long-term, fundamental buy-and-hold strategies with low-fee mutual funds and ETFs, and maintains regular portfolio reviews following planning engagements.

Wendy Suzanne Marsden is a CFP® professional with 10 years of industry experience, currently serving at ProsperiTea Planning. She is also the principal of Tea & Taxes Company, a seasonal tax preparation firm she has operated since 2001. ProsperiTea Planning provides holistic financial planning and discretionary portfolio management to individuals and families across various wealth levels, integrating tax planning and preparation services. The firm’s approach includes a written Investment Policy Statement, strategic asset allocation, and tax-aware investment decisions, delivered through an annual retainer model and supported by a multi-credential team.

Senaida Bautista is a financial advisor at Clarity Wealth Management LLC with eight years of industry experience. She holds Series 66 and Series 65 licenses and has worked with several firms including AE Wealth Management and Dale A. Frank Financial. Bautista serves as a board advisor for the Beacon Hill Women's Forum, a nonprofit organization. Clarity Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm integrates traditional portfolio management techniques with outsourced solutions and offers ERISA pension consulting and participant education services.

Jennifer Lane is a CFP® professional with 23 years of industry experience. She has been with Compass Planning Associates, Inc. since 2005. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning to individuals, retirement plan participants, trusts, estates, and business entities. The firm follows a planning-first, long-term approach, typically implementing portfolios through passive asset allocation using index mutual funds and ETFs, and offers project-, hourly-, or annual-based billing without relying on percentage-of-assets fees.

Samuel Plotkin is a CFA® charterholder with four years of industry experience, currently advising at ProsperiTea Planning. His prior experience includes roles at Wellington Management and Clarity Wealth Management LLC. He also volunteers on the investment committee of Temple Israel in Greenfield, MA. ProsperiTea Planning serves individuals and families across various wealth levels, providing holistic financial planning, discretionary portfolio management, and integrated tax services. The firm emphasizes a written Investment Policy Statement, strategic asset allocation, and tax-aware decisions, operating under a fixed annual retainer model that blends tax and investment advice.

Jason Wilburn is a financial advisor with Clarity Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and operating Wilburn & Associates LLC, a separate financial practice. Clarity Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of portfolio management techniques and outsourced solutions, offers ERISA retirement-plan services, and supports clients with participant education and group enrollment meetings.

Arwen Lowbridge is a financial advisor with Bright Advisors, holding a Series 66 designation and 11 years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities. She is also the sole owner of Evenstar Financial LLC, a firm providing financial planning, investment advisory, and insurance planning services. Bright Advisors, established in 2024, offers investment management, financial planning, and consulting services to high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a client-centered approach with customized investment strategies, engaging third-party managers for specialized solutions while maintaining fiduciary oversight.

David Carnevale is a CFA® charterholder at ProsperiTea Planning in Greenfield, MA, with experience in the financial industry dating back to 2013. He previously worked at Capital Security Advisors LLC and CSA Real Estate Advisors before joining ProsperiTea Planning. ProsperiTea Planning provides financial planning, discretionary portfolio management, and integrated tax services to individuals and families across various wealth levels. The firm emphasizes a tax-aware investment approach combined with holistic planning and operates under a fixed annual retainer model.

Ellen Purinton is a financial advisor at Wellington Shields & Co., LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wellington Shields since 2017. Prior to her finance career, she served 24 years with the Massachusetts State Police. Outside of advising, she is co-owner of Chickley Alp Farm, a tree farm in Hawley, MA. Wellington Shields & Co. provides portfolio management and brokerage services to individuals, corporations, trusts, and institutional clients, managing approximately $470.9 million across 514 client relationships. The firm uses a combination of fundamental and technical analysis, options strategies, and third-party manager selection, and operates as both a broker-dealer and SEC-registered investment adviser.

Scott Purinton is a financial advisor with Wellington Shields & Co., LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Wellington Shields since 2009 and has over 39 years of self-employed experience. Outside of his advisory work, he co-owns and operates Chickley Alp Farm, a tree farm in Hawley, Massachusetts, and serves as Town Moderator for the Town of Charlemont. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods tailored to client-specific objectives and suitability profiles.

Beck Ringle is a CFP® professional with one year of experience in financial advising. He is currently with Chicory Wealth, having previously worked at Beacon Pointe Advisors, Hart & Patterson Financial Group, and Sophia Wealth Strategies. Prior to entering the financial industry, he spent several years in the produce business. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and deliver financial life plans.

James Ho is a CFA® charterholder with 22 years of industry experience. He has been with West Branch Capital LLC since 2009. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading as needed.

Ian Mahmud is a financial advisor at West Branch Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Centerview Partners LLC, Credit Suisse Securities (USA) LLC, MIT Sloan, UBS Securities LLC, and Barclays Capital. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading and portfolio rebalancing.

Renae Ransdell is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Diversified, LLC and has held prior roles at firms including Cetera Advisors LLC, Sageview Advisory Group, and Cambridge Investment Research. Ransdell is also an independent licensed insurance agent specializing in life and annuities. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to client objectives and risk tolerances.

Ayaz Mahmud is a financial advisor at West Branch Capital LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has been with West Branch Capital since 2004. West Branch Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with flexibility for active trading and risk management strategies.