CFP®-certified financial advisors in Greenfield, MA

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.

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.

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.

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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.