Top annuities financial advisors in Northampton, MA

Daniel Polachek is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Avantax Advisory Services and related firms prior to joining Cetera in 2025. Outside of his advisory role, he serves as President of Northampton Wrestling Inc., an organization that provides youth wrestling opportunities in his community. He also operates a CPA practice focused on accounting and tax services and is a partner in a wealth management firm, Peak Advisor Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services across multiple program structures with access to both affiliated and third-party managers, supporting a broad range of investment strategies and client needs.

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.

Aaron Smith is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, Smith serves as president of the Streetlight Financial Foundation, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Christopher Huxley is a financial advisor with Edward Jones in Florence, MA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America and Merrill from 2012 to 2018. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Bach is a financial advisor with Commonwealth Financial Network based in Florence, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior experience includes roles at Kestra Advisory Services, LLC, Northwestern Mutual, and MassMutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.