Berkshire Money Management, Inc.

Zachary Marcotte is a financial advisor at Berkshire Money Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Berkshire Money Management since 2007. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, emphasizing client-specific strategies and diversified portfolios that include mutual funds and ETFs.

Brendan Bullett is a financial advisor at Berkshire Money Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MountainOne Bank and Commonwealth Financial Network for 15 years. Berkshire Money Management is an SEC-registered advisory firm with a team of 10 advisors serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and specialized services such as college planning and coordination of tax preparation and trust administration, using a discretionary approach guided by macroeconomic indicators and employing a range of mutual funds, ETFs, equities, and fixed-income securities.

Peter Gagne is a financial advisor at Berkshire Money Management, Inc. He holds a Series 66 credential and has 11 years of industry experience. Prior to joining Berkshire Money Management in 2025, he worked at Commonwealth Financial Network and Pioneer Valley Financial Group, among other firms. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, a fixed-fee college planning service, and coordinates tax-preparation services through an unaffiliated provider.

Scott Little is a financial advisor with Berkshire Money Management, Inc. in Dalton, MA. He holds a Series 65 designation and has 17 years of industry experience. He has been with Berkshire Money Management since 2002. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and consulting, emphasizing no-load or load-waived mutual funds and ETFs, and incorporates global economic indicators into asset allocation decisions.

Michael O'Brien is a financial advisor at Berkshire Money Management, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Berkshire Money Management, he worked at Berkshire Fairfield Insurance Agency and held various roles in education and community organizations. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and a fixed-fee college planning service, developing client-specific strategies that emphasize mutual funds and ETFs across diversified asset classes.

Holly Simeone is a financial advisor at Berkshire Money Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at St Germain Securities Inc and Lee Bank. Simeone has held dual employment positions at St Germain and Lee Bank. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and consulting services, emphasizing client-specific strategies and diversified portfolios using mutual funds and ETFs.

John Bielski Jr. is a financial advisor at Berkshire Money Management, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked at Berkshire Money Management since 2018, following an 11-year tenure at Atlas Private Wealth Management, LLC. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion in assets for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, emphasizing client-specific strategies and diversified portfolios that include mutual funds and ETFs.

Peter Coughlin is a financial advisor at Berkshire Money Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Berkshire Money Management since 2016, following a year at Wells Fargo Advisors. Coughlin is a limited partner with a 20% ownership interest in the Coughlin Family Limited Partnership. Berkshire Money Management is an eight-advisor SEC-registered firm managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, focusing on client-specific strategies that emphasize mutual funds and ETFs across equities, fixed income, and other instruments.

Allen Harris is a financial advisor at Berkshire Money Management, Inc. with 21 years of industry experience. He holds the Series 65 designation and has been with Berkshire Money Management since 2001. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and consulting services, employing client-specific strategies that emphasize no-load or load-waived mutual funds and ETFs across diversified asset classes.

Lauren Beckett is a financial advisor at Berkshire Money Management, Inc. with eight years of industry experience. She has been with Berkshire Money Management since 2018 and previously worked at Berkshire County ARC and UMASS Amherst. Lauren holds a Series 65 license. Berkshire Money Management is an SEC-registered advisory firm with a team of 10 advisors serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and financial planning services, using a discretionary investment approach guided by macroeconomic indicators and tailored to clients’ goals and risk profiles.