Melissa Mason is a financial advisor at Cascade Wealth Management Solutions Inc. with one year of industry experience. She holds a Series 65 credential and previously worked at Berkshire Retirement Strategies and runs a separate administrative business, Shire Virtual Admin. Cascade Wealth Management Solutions Inc. is a single-owner advisory firm offering discretionary asset management alongside financial planning and consulting services. The firm serves individuals and high-net-worth clients with customized investment programs based on fundamental analysis and client-specific objectives.

James Rose is a CFP® certificant with 21 years of industry experience. He is the sole advisor at Dollar & Sense and has operated Herrick-Rose, Inc., his tax planning and preparation firm, since 1998. His work integrates tax consulting with retirement and investment planning. Dollar & Sense Tax & Financial Planning Services primarily provides tax planning and preparation for individuals and various business entities, offering fee-only financial planning and investment advice focused on no-load mutual funds and ETFs. The firm follows a tax-first model, emphasizing long-term buy-and-hold strategies and asset allocation while encouraging clients to manage their accounts actively.

Stephen Galib is the principal advisor at Stephen P Galib CRPC in Pittsfield, MA, holding a Series 65 designation with seven years of industry experience. He has a long-term engineering career at General Dynamics Mission Systems and also works as a tax preparer for Giardina & Bresett PC. His firm provides financial planning and investment advice to individuals and related estates and trusts, focusing on diversified allocations to mutual funds and ETFs based on client goals and risk tolerance. The practice does not manage client assets directly and uses an hourly billing model, emphasizing strategic allocation with limited discretionary authority.

Phuong Luong is a CFP® professional with eight years of industry experience, operating through her independent firm, Just Wealth LLC in Pittsfield, MA. She has held roles at Adasina Social Capital, Saltbox Financial LLC, Morningstar, and Robasciotti & Associates, Inc. Luong contributes as a curriculum developer for the Boston University Financial Planning Program and serves on Adasina Social Capital’s Stewardship Circle Committee advising on social justice issues. Just Wealth LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, families, and related entities such as small organizations and foundations. The firm employs a largely passive, low-turnover investment approach informed by Modern Portfolio Theory, emphasizing ESG and socially responsible investing, with integrated financial planning and educational services.

Hao Jiang is a financial advisor at East River Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining East River Capital Management, he worked at Zhong Lun for eight years and Broad & Bright for four years. East River Capital Management LLC is an independent, fee-only advisory firm serving individuals and entities, including pension and profit-sharing plans, charitable organizations, and municipal government clients. The firm provides tailored financial planning and non-discretionary asset management, combining fundamental, technical, and cyclical analysis, and is notable for its pension consulting services and educational seminars on topics such as value investing and private equity.

Eric Katzman is a CFA® charterholder with 30 years of industry experience. He has been with Rockingstone Advisors since 2016, following a 16-year tenure at Deutsche Bank Securities Inc. Katzman serves on the Board of Trustees at Oberlin College and the Berkshire Natural Resource Council, contributing to their investment and finance committees, and is also a member of the advisory board for Jove Island Acquisition Corp. Rockingstone Advisors offers discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the integration of traditional and digital assets, supported by a two-advisor team and specialized custodial arrangements.

Patrick Hanley is a financial advisor at Hanley & Associates LLC in Pittsfield, MA, holding a Series 65 designation with two years of industry experience. His background includes roles in financial services and other industries such as real estate and hospitality. Hanley & Associates serves individual investors, small business owners, and corporate pension and profit-sharing plans by providing financial coaching, consulting, retirement-plan fiduciary reviews, and investor education. The firm emphasizes non-discretionary management and offers clients access to third-party portfolio managers using asset-allocation models based on modern portfolio theory.

Luke Delorme is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Tableaux Wealth, where he has worked since 2024, following an eight-year tenure at American Investment Services, Inc. Outside of his advisory role, Delorme serves as a board member of the Berkshire Natural Resources Council, a land conservation nonprofit. Tableaux Wealth provides investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio principles with tactical adjustments, employing a range of securities including individual stocks, bonds, mutual funds, ETFs, and derivatives.

Alan Besterman is a financial advisor with FSP Advisors, Inc., holding a Series 66 designation and over 42 years of industry experience. He has been with FSP Advisors since 2017 and is also affiliated with Leigh Baldwin & Co., LLC. Outside of his advisory role, Besterman serves as a certified NRA pistol instructor and has held leadership and bookkeeping roles with the East Chatham Fire Department. FSP Advisors, Inc. is a small team managing approximately $32.6 million across 233 clients, offering portfolio management, modular financial planning, and pension consulting. The firm combines discretionary and non-discretionary management, provides participant education, and maintains third-party adviser referral arrangements.

Francis Hanley is a financial advisor at Hanley & Associates LLC in Pittsfield, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hanley & Associates since 2006. In addition to his advisory role, he is a licensed insurance agent offering life, disability income, long-term care, and group insurance. Hanley & Associates serves individual investors, small business owners, and corporate pension and profit-sharing plans by providing financial coaching, consulting, retirement-plan fiduciary reviews, and investor education. The firm typically offers non-discretionary investment recommendations and introduces clients seeking discretionary management to third-party portfolio managers using asset-allocation models based on modern portfolio theory.

Matthew Chester is a CFP® professional with 12 years of industry experience. He currently serves at Tableaux Wealth and has prior experience at RBC Capital Markets, LLC d/b/a RBC Wealth Management. Outside of his advisory role, he volunteers as a Finance Committee member for The Stockbridge Library Museum and Archives and as a board member of Riverbrook Residence, Inc., which provides residential living for women with intellectual and developmental disabilities. Tableaux Wealth offers investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio principles with a long-term orientation, utilizing discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.

John Barry is a ChFC® and Series 65 credentialed financial advisor with American Investment Services Inc, where he has worked since 1994, totaling 32 years at the firm and 21 years of industry experience. He is based in Great Barrington, MA, and is part of a six-advisor team. American Investment Services is a fee-only SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets.

William Bresett is a financial advisor at Financial Transparency with 24 years of industry experience. He holds a Series 66 designation and has worked at Envision Financial Transparency, LLC since 2018. Bresett is also the owner and officer of Giardina & Bressett, a certified public accounting firm specializing in tax planning, preparation, accounting, auditing, and business consulting. Financial Transparency provides asset management and financial planning services to individuals, retirement plans, businesses, and charitable organizations. The firm operates as a fiduciary and offers both passive and active investment strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis.

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 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for MountainOne Bank and Commonwealth Financial Network for 15 years. 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.

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.

Jeremy Lundquist is a financial advisor with Renaissance Investment Group, LLC and holds a Series 65 designation. He has four years of experience at Renaissance Investment Group and previously served in positions with the United States Government and George Mason University. Renaissance Investment Group provides discretionary and non-discretionary investment supervisory services and financial counseling to individual, high-net-worth, and institutional clients. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research, typically pursuing a long-term purchase-and-hold strategy, and offers customized ESG services as part of its investment approach.

Trevor Forbes is a financial advisor at Renaissance Investment Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Renaissance Investment Group since 2011. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research, maintaining a long-term purchase-and-hold strategy tailored to client-specific investment policy statements.

David St. Peter is a CFA® charterholder with 16 years of industry experience, currently serving at American Investment Services Inc since 2008. He is based in Great Barrington, MA, and holds the Series 63 designation. American Investment Services is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Burnell is a CFP® with 11 years of industry experience, currently serving as an advisor at American Investment Services Inc. He has previously worked at Cetera Investment Advisers LLC, Hedley & Co PLLC, and Marvin and Company, P.C., CPA’s. American Investment Services is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers proprietary strategies including a High-Yield Dow model and access to Dimensional Fund Advisors’ Unified Managed Accounts.