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.

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.

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.

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.

Christopher Silipigno is a financial advisor at Renaissance Investment Group, LLC with seven years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior work includes roles at Home America Lending, City Mission of Schenectady, and CAS Management Consulting. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals with at least $1 million in investable assets, 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 and a long-term, purchase-and-hold approach tailored to client-specific investment policies.

A. Mackenzie Waggaman is a financial advisor with American Investment Services Inc, holding a Series 66 credential and bringing 20 years of industry experience. Waggaman has been with American Investment Services since 2004. American Investment Services is an SEC-registered, fee-only investment adviser serving 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 discretionary portfolio management through programs such as its Professional Asset Management and High-Yield Dow strategies.

Charles Murphy is a financial advisor with American Investment Services Inc, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with American Investment Services since 2007. American Investment Services is an SEC-registered, fee-only investment adviser serving 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 manages approximately $1.3 billion in assets across six advisors.

Matthew Svirida is a financial advisor at American Investment Services Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Investment Services since 2005. American Investment Services is an SEC-registered, fee-only investment adviser serving 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 offers discretionary portfolio management alongside financial planning.

Mark Sladkus is the sole advisor at Red Lighthouse Investment Management, LLC, holding a Series 65 designation with 19 years at the firm and 4 years of industry experience. Based in Hillsdale, NY, he has led the firm since its founding in 2007. Red Lighthouse Investment Management provides discretionary portfolio management and advisory services to individuals, corporations, foundations, endowments, pension and profit-sharing plans, and trusts. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using low-cost, tax-efficient index funds and Dimensional Fund Advisors products with disciplined rebalancing and a focus on global diversification and tax considerations.

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.

Thomas Malinowski is a financial advisor with Renaissance Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Renaissance Investment Group, formerly LIG Group, LLC, since 2010. 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 and maintains a long-term purchase-and-hold investment approach tailored to client-specific policy statements.

Christopher King is a financial advisor at Renaissance Investment Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaissance Investment Group (formerly Lig Group, LLC) since 2010. 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 uses a combination of top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and maintains a long-term purchase-and-hold investment approach tailored to client-specific policies and ESG considerations.

Tony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Foresters Equity Services, Inc. and Fortune Financial Services, Inc. Outside of advisory work, he is involved in insurance sales. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million with a focus on tailored portfolio supervision, employing multiple analytical methods and oversight of third-party managers.

Melissa Mae is a Series 66-licensed financial advisor with 14 years of industry experience. She is affiliated with Integrated Advisors Network LLC and also serves as CEO of Evoque Investments. Her prior experience includes roles at Arista Advisory Group, LLC and Arista Investment Advisors, Ltd. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Jessica Bartle is a financial advisor with Integrated Advisors Network LLC in Great Barrington, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at several firms, including Voya Investment Management and Arista Advisory Group. Bartle also serves as Chief Operating Officer for Evoque Investments, an investment-related business. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis within a risk-profile framework and often incorporates third-party managers through programs like Envestnet’s SMA/UMA/PMC.

Marianne Fresia is a CFP® professional with nine years of industry experience, currently serving as an advisor at St. Germain Investment Management. She has worked at St. Germain Securities Inc. and Lee Bank since 2016 and previously spent sixteen years at Berkshire Bank. Outside of her advisory role, she serves as treasurer for the Non-Profit Center of the Berkshires, a volunteer position overseeing a small budget for the organization. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, and organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with a long-term investment approach and tailored solutions to meet client-specific needs.

Tyler Wilmot is a Series 66 licensed advisor with Primerica Advisors who has four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third‑party investment strategies and supports a range of account types, including discretionary and non‑discretionary management options.

Russell Gorman is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Lincoln Financial Advisors, Hunter Wise Securities, and running his own firm, Gorman Capital Strategies LLC. Gorman is also involved in tax preparation and accounting work with Intuit Inc. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through independent advisors using a mix of internal and third-party asset managers.

Susan Kelley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Commonwealth since 2019 and previously held roles at Adams Community Bank and UniBank for Savings. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

John Bopp Jr. is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services LLC and KeyBank since 2019, following prior roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs, utilizing third-party managers and maintaining committees to oversee product due diligence and program suitability.

Sherry De Celle is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Lakeview Aviation, LLC, which holds an aircraft for leisure and certification purposes, and serves as a general board member for Driftwood Shores Community Associations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Katherine Reisfeld is a financial advisor with Raymond James Financial in Great Barrington, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James and founding Rhinebeck Wealth Advisors. Outside of finance, she owns and hosts classes at Ashtanga Yoga Great Barrington. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

Daniel Morin is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Penn State University and Xavier High School. Morin is also engaged in travel-related activities outside of his advisory role. Ameriprise offers a retirement-income planning service targeted at individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its centralized service, which supports advisors in delivering tailored retirement-income advice.

Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He worked at National Planning Corporations from 2005 to 2017 before joining LPL Financial, where he has been since 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Scott Reisfeld is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James Financial Services, Inc. and self-employment ventures dating back to 2011. Outside of his advisory work, he operates a small online business selling used books and vinyl records. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and multiple implementation options.

Terrence Webb is a financial advisor with RBC Capital Markets in Great Barrington, MA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with RBC Wealth Management since 2008. Outside of his advisory role, he is a shareholder in Merlin Technologies, Inc., a pharmaceutical company. RBC Wealth Management serves individual and institutional clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm utilizes a mix of in-house and third-party investment managers and provides access to alternative investments and integrated banking solutions.

Thomas Curtin is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Independent Financial Partners and Retirement and Benefit Partners, Inc. He is also an independent insurance agent specializing in life, disability, long-term care, and fixed annuities. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jessica Morris is a financial advisor at RBC Capital Markets with 11 years of industry experience. She has held positions at RBC Capital Markets since 2016 and previously worked at MetLife Securities Inc. from 2014 to 2016. Outside of her advisory role, she has operated a small furniture-making business and contributes to a home repair and carpentry business by assisting with website development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs with tailored investment strategies and portfolio management services.

Colin Smith is a financial advisor with Mass Mutual Investors Services who holds a Series 66 license and has 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. From 1997, he has been a partner at Smith, Watson & Company, LLP, a CPA and tax preparation firm. Outside of his advisory role, he is involved in accounting services through his partnership at Smith, Watson & Company, LLP. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements that focus on client goals and investment strategy recommendations.

Mark De Celle is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the boards of the Great Barrington Rotary and local community associations and teaches a financial planning course at Berkshire Community College. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Dimenstein is a CFP® and ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent ten years at FSC Securities Corporation. Dimenstein is co-president of The Feingold Companies, where he has been involved since 1991, and serves as a trustee for employee stock ownership and profit sharing plans related to the firm. He is also a committee member of the Worcester Chamber Music Society. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.

Richard Emerson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011 and also serves as president of Emerson Contractors Inc, a construction business he has owned since 1988. 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 wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Mark Levy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Raymond James & Associates since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with capabilities in public finance and municipal work alongside its retail advisory services.

Stephen Nesbit is a financial advisor with Raymond James Financial in Lenox, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wells Fargo for 13 years before joining Raymond James Financial Services, Inc. in 2019. In addition to his advisory role, he is an associate and licensed operations manager at Keator Group LLC, a support company. 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, emphasizing tailored advice supported by extensive research and a broad affiliate network.

Sheila Keator is a financial advisor at Raymond James Financial with 45 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of her advisory role, she is an associate at Keator Group, LLC and serves as trustee of her own trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Ehan Keator is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services, Inc., Mfs, and WFA FiNet. Outside of his advisory role, he serves as secretary for a family holding company and works as an independent consultant for AlphaSights. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Allison Guzman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus on municipal finance and public-sector services.

Matthew Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent 14 years with Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Keator is involved with the Keator Group, LLC, where he serves as a partner and founder of a nonprofit affiliated with the firm. 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 supported by extensive research and a broad affiliate network, frequently operating in an advisory capacity rather than as a delegated manager.