David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

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.

Megan Donnelly is a CFP®, ChFC®, and Series 63-registered financial advisor with 14 years of industry experience. She is the sole advisor at Quabbin Advisors, an independent firm she has been with since 2012. Quabbin Advisors provides fee-only financial planning and investment advisory services to individuals, families, nonprofit organizations, and businesses. The firm emphasizes a largely non-discretionary approach to client assets, focusing on long-term, fundamental buy-and-hold strategies with low-fee mutual funds and ETFs, and maintains regular portfolio reviews following planning engagements.

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.

Christina Light is a financial advisor at Emissary Wealth with eight years of industry experience. She holds a Series 65 designation and has worked at Emissary Wealth since 2020, following five years at Bell Investment Advisors, Inc. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and goal-driven planning, with a focus on real estate-related investments for its pooled vehicle business.

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.

James Ho is a CFA® charterholder with 22 years of industry experience. He has been with West Branch Capital LLC since 2009. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading as needed.

Ian Mahmud is a financial advisor at West Branch Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Centerview Partners LLC, Credit Suisse Securities (USA) LLC, MIT Sloan, UBS Securities LLC, and Barclays Capital. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading and portfolio rebalancing.

Ayaz Mahmud is a financial advisor at West Branch Capital LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has been with West Branch Capital since 2004. West Branch Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with flexibility for active trading and risk management strategies.

Anne Christopulos is a financial advisor at West Branch Capital LLC with 22 years of industry experience. She holds the Series 66 designation and has been with West Branch Capital since 2016, following nine years at Davis Financial Services, LLC. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis while maintaining flexibility for active trading as needed.

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.

Andrew Bellak is a financial advisor with Perigon Wealth Management, LLC in Amherst, MA. He holds a Series 65 designation and has 17 years of industry experience. Prior to joining Perigon in 2023, he spent 15 years at Stakeholders Capital, Inc. Bellak serves as an advisory board member and investor at Elateq, LLC and is involved in multiple nonprofit organizations, including serving on investment committees and boards for charitable and community groups. 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 client portfolios based on individual objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.

Douglas Wheat is a CFP® professional with 19 years of industry experience. He is currently with Perigon Wealth Management, LLC and previously worked for nine years at United Capital Financial Advisers, LLC. He serves on the Audit Committee of the United Way of Franklin Hampshire Region. 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 delegating day-to-day investment management while maintaining oversight and conducting formal annual reviews.