Gregory Rasmussen is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and EBSCO Information Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

James Bossieux is a CFP® with 25 years of industry experience currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Charter Oak Capital Management and The Vanguard Group, including Vanguard Marketing Corporation. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios and a variety of investment vehicles such as low-cost ETFs, index funds, and separate account managers.

Jonathan De Jesus is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Elisabeth Brady is an advisor with TLG Advisors, Inc. holding Series 65 and Series 63 licenses and has nine years of industry experience. Her career includes roles at The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. She also operates ELB Financial Solutions as an independent insurance agent specializing in various life and health insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning, utilizing manager selection and fundamental analysis to build diversified portfolios with both full-service and direct-to-consumer digital offerings.

Cynthia Goldberg is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and possessing 33 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Founders Financial Securities LLC and Transamerica Financial Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a variety of investment methods and technology platforms, often implementing strategies through third-party managers and managed account solutions.

Jean Peguero is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Empower Advisory Group in 2025, Peguero worked at GWFS Equities, Inc. and has held positions in companies including Tesla, Lyft, and UPS. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Robert Miller is a CFP® with 33 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he spent over three decades at The Financial Advisors, LLC, where he also held the role of president and was involved in transitioning the advisory business following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers and offers a combination of active and passive strategies across public and private asset classes.

Douglas Heald is a financial advisor with Empower Advisory Group in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2010, he has been affiliated with Great West Life & Annuity Insurance Company and its related entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Michelle Guarino is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, NEIRG Wealth Management, LLC, New England Investment & Retirement Group, Inc., and BNY Mellon. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, external managers, and private funds.

Paul Garozzo is a CFP® professional with one year of experience at Focus Partners Wealth, LLC. He previously worked at Ouellette Wealth Advisory, LLC for three years and BNY Mellon Wealth Management for five years. Garozzo also has a background in academia from his time at Lasell University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm combines active and passive strategies within a long-term, tax- and fee-sensitive investment approach, offering discretionary and non-discretionary management, financial and tax planning, and access to private and registered pooled vehicles.

Robert Trudo is a financial advisor with Valic Financial Advisors in Lawrence, MA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an agent with Agia, focusing on non-securities insurance products. Additionally, he is the owner of The Lake Mush LLC, an inactive entity with no current operations. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and overseeing approximately $26.4 billion in discretionary assets.

Tracy St Onge is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. She has 10 years of industry experience and has worked at Infinex Investments, Inc. and Pentucket Financial Services since 2015. Outside of her advisory role, she serves as a volunteer board member for the Liz Murphy Open Hand Pantry, a local nonprofit food pantry. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a significant non-discretionary asset base.

John Pagliuca is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at TIAA-CREF since 2025, following prior roles at TIAA and Boston Advisors, LLC. Pagliuca serves on the boards and finance committees of several nonprofit assisted living and nursing care facilities operated by the Carmelite Sisters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers model and customized portfolio management within a fiduciary framework while also advising a donor-advised fund sponsored by Charityvest.

Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Joshua Sanchez is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has one year of industry experience, including prior roles at RBC Capital Markets, LLC and Bar Harbor Bank and Trust. Outside of finance, he is the sole proprietor of Tongues Out Hockey Classic, a hockey tournament business that he operates with friends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Jharid Pratt is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has been affiliated with Granite Peak Associates since 2012, where he also practices as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Matthew Heath is a CFP® with nine years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Cerity Partners LLC for five years and Cabot Wealth Management for six years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm emphasizes customized model portfolios, ongoing monitoring, and a range of investment strategies including third-party manager recommendations and ERISA plan services.