Nicole Carlon is a CFP®-certified financial advisor at Mutual Advisors, LLC with nine years of industry experience. She has worked at several firms including American Portfolios Financial Services, SlateStone Wealth, and LPL Financial. Although licensed as a life insurance agent, she does not sell insurance products and refers those cases to other agents. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, offering both active and passive investment strategies alongside third-party tools and manager arrangements.

Eyal Galinsky is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, and LPL Financial. Outside of advising, he works as an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.