Senaida Bautista is a financial advisor with Clarity Wealth Management LLC in Montague, MA, holding Series 65 and Series 66 licenses and seven years of industry experience. She has worked at several firms including AE Wealth Management and Dale A. Frank Financial, and currently owns Steadfast Insurance LLC. Bautista also serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides asset management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm offers tailored investment programs using various analytical methods and is notable for its pension consulting, service to charitable organizations, and participant education for plan sponsors.

Michael Stein is a financial advisor at Eggz in Charlemont, MA, holding Series 63 and Series 65 licenses with over a decade of industry experience. His prior roles include positions at Seeley Howard from 2019 to 2025 and O'Hanesian LeCours from 2014 to 2018. Eggz provides online robo-advisory portfolio management primarily to individuals, high-net-worth clients, and business entities through algorithm-generated investment solutions consisting mainly of ETFs, mutual funds, and fixed income. The firm operates with a non-discretionary model, requiring clients to use a single custodian and does not engage in manual rebalancing or individualized monitoring.

Steve Kim is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Orbis Wealth Management and has previously worked with several firms including Gradient Securities, Monadnock Financial, and Dublin Health & Benefit Group. Outside of his advisory work, Kim serves on boards for nonprofit organizations such as Monadnock Community Hospital and the Colonial Performing Arts Center, and he is involved with the Rotary Club scholarship committee. Orbis Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analysis techniques to guide asset allocation and portfolio oversight, with regular account reviews and monitoring that includes rebalancing and tax-loss harvesting.

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 experience in financial planning. She is the firm principal of Tea & Taxes Company, a seasonal tax preparation business she has operated since 2001. Marsden is based in Greenfield, MA, and is a co-advisor at ProsperiTea Planning. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by providing fee-only financial planning, discretionary investment management, and integrated tax planning and preparation. The firm integrates tax preparation into its client services and employs a strategic investment approach with routine rebalancing and tax-aware actions.

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®-designated financial advisor with four years of industry experience. He is currently with ProsperiTea Planning and has previously worked at Wellington Management, Eaton Vance Management, and several other firms. Outside of his advisory work, he volunteers on the investment committee at Temple Israel in Greenfield. ProsperiTea Planning provides fee-only financial planning, discretionary investment management, and integrated tax planning primarily for individuals, families, closely held businesses, and trustees. The firm combines investment advice with tax preparation services and uses a unique annual open retainer fee model rather than a percentage-of-assets approach.

David Carnevale is a CFA® charterholder affiliated with ProsperiTea Planning in Greenfield, MA. He has experience spanning roles at CSA Real Estate Advisors and Capital Security Advisors LLC before joining ProsperiTea Planning. ProsperiTea Planning provides fee-only financial planning, discretionary investment management, and integrated tax planning and preparation to individuals, families, closely held businesses, and trustees. The firm incorporates tax preparation into client engagements and emphasizes strategic asset allocation, tax-aware investment actions, and uses tools like RightCapital and Advyzon.

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.

Timothy Gaulin is a financial advisor at Wellington Shields & Co., LLC with three years of industry experience. He holds the Series 66 designation and has prior work experience including ownership and lead coaching at Riverside Fitness. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a range of investment methods and offering both advisory and brokerage services.

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 ChFC® credentialed financial advisor with 34 years of industry experience, currently serving at Gradient Securities, LLC since 2016. He previously worked at USA Financial Securities Corporation for 12 years and has operated Brady Associates Inc., a consulting and accounting entity, since 1979. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm employs third-party manager referrals and offers both advisory and broker-dealer services.

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 Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has experience in radio broadcasting and the organic trade sector. Watts also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios and multiple program structures, including personalized indexing and separately managed account solutions.

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 with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He focuses on helping clients achieve sustainable financial independence by developing personalized strategies that align with their priorities and adapt to their changing life circumstances. Matthew works closely with private clients, families, entrepreneurs, founders, and key associates at both public and private companies, particularly addressing the complexities of equity ownership within their overall financial plans. Matthew collaborates with his clients’ professional advisors, including CPAs and estate attorneys, to create integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor™ (CPFA®) designation. Matthew earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Residing in Boston, he has personal interests in 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 with Edward Jones in Greenfield, MA, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2013, with brief intervals at other organizations including Scott Farm/Landmark Trust and Windham Northeast Supervisory Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and supports a large network of financial advisors and branch offices nationwide.

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 financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at OSAIC and American Portfolios Financial Services, Inc. Outside of his advisory role, Baker works as a personal care assistant. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Francis Sobieski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked in various roles since 2003, including ownership of Sobieski CPA Firm, LLC and Sobieski Financial, LLC, and has served as an elected board member for the Town of Deerfield since 2014. In addition to his advisory work, he serves as a co-trustee for a local fiduciary appointment. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He is also the owner of Clear Sailing Investment Group, a separate advisory business he has operated since 2009. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.

Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.

Matthew Ramon is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, Ramon is an independent licensed insurance broker and business development consultant. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and uses a comprehensive investment process incorporating risk-tolerance assessments, asset-allocation software, and portfolio optimization tools.

Michael Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. His career includes roles at Freedom Credit Union, Eaglebrook School, Historic Deerfield, Inc., Raymond James Financial Services, and Greenfield Cooperative Bank. Outside of his advisory work, he owns and operates a business dealing in vintage watches and jewelry. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a large nationwide network. The firm offers a broad range of investment programs and consulting services while managing over $819 billion in advisory assets.

Angela Streeter is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked for Wells Fargo Clearing for 16 years. Outside of her advisory role, she is employed as a Client and Office Manager at Falcon Financial Corp, providing administrative support and back-up trade processing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than discretionary management.

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 each. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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 in Greenfield, MA, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2021, he worked in architecture and design, including roles at Jill Neubauer Architects and Austin Design, Inc. He is also involved in managing rental properties. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Jameson Burns is a financial advisor at Edward Jones in Greenfield, MA, holding a Series 66 designation with three 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 individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Jeffrey Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include sixteen years at American Portfolios and a year at OSAIC. Outside of his advisory work, he serves as a board member for a nonprofit organization in Leyden, Massachusetts. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a broad network of investment adviser representatives.