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.

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.

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.

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.

William Purinton is associated with Wellington Shields & Co., LLC and holds the Series 66 designation. He has no prior industry experience in financial advising and has a varied work history including positions outside finance, such as at Portland Public Schools and other organizations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, mutual fund and ETF investments, and both long- and short-term strategies in managing client portfolios.

Timothy Gaulin is a CFP®-credentialed financial advisor with three years of industry experience. He is affiliated with Wellington Shields & Co., LLC and also owns and operates Riverside Fitness, where he serves as lead coach. Gaulin has prior experience working with West County Cider. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, and a variety of investment strategies, while offering multiple execution and servicing options including a wrap-fee program and a commission-based Advisory Brokerage Group.

Erica Graham is a Series 65-licensed financial advisor with Perigon Wealth Management, LLC, based in Greenfield, MA, and has eight years of industry experience. She previously worked at Bolton Global Asset Management, Bessemer Trust Company, and Twin Focus Capital Partners. Outside of her advisory role, she is also involved in real estate as a licensed Realtor, assisting clients with property transactions. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and proxy-voting responsibilities.

David Brady is a financial advisor with Gradient Securities, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, working at Gradient Securities since 2016 and running Brady Associates Inc. since 1979. Outside of his advisory work, he owns and manages a consulting and accounting entity focused on rental property management and related services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management primarily to individuals, pension plans, trusts, estates, and business entities. The firm uses a non-discretionary model and blends fundamental, technical, and cyclical analysis, often working with third-party managers for portfolio implementation and ongoing oversight.

John Hirst II is a financial advisor with Money Concepts Capital Corp in Turners Falls, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Money Concepts since 2001 and also owns J Lincoln Hirst II, CPA, where he provides tax return preparation, bookkeeping, and business consulting services. Outside of his advisory work, he is active in community organizations, serving as an officer of the Deerfield Lions Club and a trustee of All Souls Church UU of Greenfield and its associated charity fund. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis along with modern portfolio theory to manage assets across discretionary and non-discretionary account structures.

John Macdougall is a financial advisor with Commonwealth Financial Network based in Northfield, MA. He holds a Series 66 designation and has 37 years of industry experience. 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 along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Edward Sabelawski is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 1996. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Donald Graves is a financial advisor with Money Concepts Capital Corp in Greenfield, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts since 1999 and has worked as a self-employed Certified Public Accountant since 1976. Graves serves as a director for the Conway Sportsmen’s Club, a charitable organization in Massachusetts. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using fundamental and technical analysis and modern portfolio theory, serving approximately 14,700 clients with assets under management around $3.33 billion.

Amy Watts is a financial advisor with OSAIC Institutions, Inc. based in Greenfield, MA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Greenfield Savings Bank, Curran and Keegan, Commonwealth Financial Network, and Edward Jones. She has also worked outside finance in roles with Northampton Radio Group and the Organic Trade Association. Amy spends a small portion of her time on fixed insurance sales. 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 distinctive service and distribution model.

Michael Caslin is a financial advisor at SPC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Blueprint Financial Advisors. Caslin is also involved in the sale of non-variable insurance products through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice through multiple account programs.

Jonathan George is a CFP® with 26 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2000. He is also employed at George & Goodnow LLC as a certified public accountant. Outside of his advisory and accounting roles, he holds an officer position with the Springfield Court 144 Royal Order of Jesters, a charitable organization. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment approaches including proprietary retirement model portfolios and third-party sub-advisers.

Jared Walsh is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and has held roles at Dale Frank Financial Group LLC and GOGO Magnolia. Outside of his advisory work, he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, financial planning, and other services.

Matthew Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2005. He specializes in helping clients achieve sustainable financial independence by developing personalized financial strategies that adapt to their evolving life circumstances, needs, and resources. Matthew works with private clients, families, entrepreneurs, founders, and key associates at both public and private companies. He aims to help these individuals understand the challenges associated with equity ownership and integrate it into their overall financial strategies. He collaborates with his clients' professional advisors, including CPAs and estate attorneys, to develop integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®) designations and earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Matthew resides in Boston and enjoys cooking, hiking, photography, and traveling.

Nicole Gorman is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she serves as a board member for Greenfield Community College, contributing her financial expertise to the institution's investment and finance committee. Additionally, she is involved as a trainer and coach at Westminster Fit Body Bootcamp. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Corinne Mc Fadden is a financial advisor at Edward Jones with a Series 66 license and seven years of industry experience. She has worked at Edward Jones since 2013, with a brief period at Scott Farm/Landmark Trust and Windham Northeast Supervisory Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Nathaniel Hussey is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Brattleboro Development Credit Corporation, Second Wind Consultants, and Greenfield Public Schools. Outside of his advisory work, he serves as Chief Systems Officer and principal of Neatline Consulting, a spatial and data analysis company based in Greenfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Brandon Mc Fadden is a financial advisor at Edward Jones in Greenfield, 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, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Bradley Baker is a Series 66-registered financial advisor at LPL Financial with eight years of industry experience. His prior roles include positions at OSAIC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is employed as a personal care assistant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting diversified investment strategies and both discretionary and non-discretionary management.

Francis Sobieski is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has also served as an elected official on the Town of Deerfield board for over a decade. In addition to his advisory roles, he is involved in tax preparation and accounting through his ownership of Sobieski Financial, LLC, and serves as a co-trustee in a fiduciary capacity. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custody arrangements.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corporation. Outside of his advisory work, he is the owner of Clear Sailing Investment Group, a firm he founded in 2009. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms, proprietary and third-party model strategies, and explicitly discloses affiliated-strategy economics and conflict-of-interest controls.

Denise Govoni is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she assists individuals and families in managing financial complexities and developing actionable plans aligned with their goals through a collaborative and educational process. Prior to her current position, Denise served as a Wealth Management Advisor at TIAA from 2014 to 2020. Her experience includes guiding clients in building and preserving wealth while focusing on clarity and confidence throughout their financial journey. Outside of her professional work, Denise engages in activities such as biking, gardening, hiking, and spending time with family and pets.

Matthew Ramon is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates Ramon Financial Services as an independent licensed insurance broker, offering insurance products and advice to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes and investment strategies.

Michael Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. His career includes roles at Greenfield Cooperative Bank, Raymond James Financial Services, and Freedom Credit Union. Outside of advising, he owns a vintage watch and jewelry business focused on buying and selling collectibles. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management approaches.

Angela Streeter is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Her career includes a lengthy tenure at Wells Fargo Clearing from 2002 to 2018 before joining Raymond James Financial Services Advisors in 2018. She also serves as a Client and Office Manager at Falcon Financial Corp, providing administrative support and back-up trade processing. 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 employs non-discretionary planning and analytical tools tailored to client goals and is notable for its municipal advisory affiliation and recent enhancements to SIMPLE IRA Employer Advisory services.

Matthew Sheridan is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at Infinex Investments, Inc. and Greenfield Savings Bank for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, research, and technology-driven approaches.

Gordon Christiansen is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin O'Neil is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in the architecture and design sector for nearly a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jameson Burns is a financial advisor with Edward Jones in Greenfield, MA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at IBM from 2017 to 2022. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Baker is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including long tenure at American Portfolios and a recent position at OSAIC. Baker serves on the board of a nonprofit organization in Leyden, Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from multiple sources.