Kevin Pitts is a financial advisor at EP Wealth Advisors in Norwood, MA, holding a Series 65 designation. He has experience working in education and retail prior to joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and various investment strategies, including fundamental and technical analysis, options, and alternative investments.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has previously worked at LPL Financial, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Galego is involved in providing advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary and third-party platforms and employs a fiduciary-based advisory model utilizing a range of investment strategies and third-party managers.

Ashley Lareau is a CFP® professional with six years of industry experience. She has worked at Allworth Financial, L.P. since 2025 and spent 14 years at Shorepoint Capital Partners LLC prior to that. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies and offers education through newsletters, podcasts, and seminars.

Garfield Davidson is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2015. Outside of his advisory role, he is involved in managing family rental properties. Valic Financial Advisors primarily 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-developed UMA models to construct client portfolios.

Courtney Barshay is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, Barshay held roles at Citizens Bank, Charles Schwab, Ameriprise Financial, PNC Bank, FVC Bank, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program using proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brian Hertzberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Commonwealth Financial Network and Ames Financial Services in multiple periods since 2010, and previously held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Hertzberg is also involved in fixed insurance sales as an agent under the name Ames Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Andrew Wood is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Bank, and Martignetti Companies prior to his current role. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Gwfs Equities, Inc. since 2015. Shepard joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base relative to its advisor headcount.

Christopher Nash is a financial advisor with Integrated Wealth Concepts LLC in Norwood, MA. He holds no prior industry experience but has worked at Integrated Wealth Concepts since 2026 and previously at AWH Financial, LLC from 2023 to 2024. He has been associated with NASH CPAs PLLC since 2015. 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, family office, and retirement plan advisory services, utilizing a combination of internal management and third-party oversight with an emphasis on long-term, customized portfolio strategies.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Nicholas Decelles is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. He has one year of industry experience and has worked at TD Bank since 2023. His background includes roles outside finance, such as positions at Bryant University and the Wide World of Indoor Sports. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments managed by affiliated and third-party sub-managers.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Laura Gustafson is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including Shorepoint Capital Partners LLC and SK Wealth Management, LLC. Gustafson also serves as an adjunct faculty member lecturing at the graduate level at Rhode Island College. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing both quantitative and qualitative analysis through an Investment Committee to implement customized investment strategies.

Keith Gaffney is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2026, he spent 21 years at TIAA-CREF and TIAA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program structures that integrate in-house and third-party strategies supported by technology and centralized due diligence.

Fredrick Buker is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Arbella Insurance, and The Kraft Group. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Towera Gondwe is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

David McGuire is a financial advisor with Eagle Strategies (NY Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. McGuire is also the owner of McGuire and Wright Financial Group LLC and serves as a board member coaching young girls in youth softball. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

William Hughes is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Infinex Investments, Inc. and Bluestone Bank. Outside of his advisory role, he serves as a board member for Space2Trhive and is involved in event planning and youth hockey coaching. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary account management.

Giuseppe Feraco is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Prior to that, he worked at LPL Financial and Uvest Financial Services Group, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory and brokerage services, including a digital advisory program and a Managed Account program.

Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.