Jason Skolnick is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments and FIRST NATIONAL Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolio management alongside tax services, family office support, and employer financial-wellness tools, integrating in-house research with third-party managers and a wide range of investment strategies.

Nicholas Luise is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors Corporation, Merrill, and TIAA. Outside of his advisory work, he serves as treasurer for his local condo association. 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 integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and clients’ savings rates.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

John Mohan is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWFS Equities and Advised Assets Group. Outside of his advisory work, he serves as a high school basketball referee during the winter months. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across a large network of advisors and offices.

Christopher Stuart is a CFA® charterholder with 16 years of industry experience. He is currently with Allworth Financial, L.P. and has held prior roles at Shorepoint Capital Partners LLC, Commonwealth Financial Network, and Columbia Management Investment Advisers, LLC. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized portfolios spanning equities, fixed income, ETFs, and privately offered investments, while offering various model and specialist strategies.

Daniel Wagner is a financial advisor with Kestra Advisory and Kestra Investment Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Boston Wealth Strategies, MassMutual, and Metlife Securities. He also serves as a senior advisor at NFP Corporate Services, providing investment reviews of corporate retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Karen Van Voorhis is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Her prior experience includes roles at Ameritas Investment Corp, Daniel J. Galli & Associates, Lion Street Advisors, Kestra Financial Services, Sapers & Wallack, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. In addition to her advisory work, she provides financial education and counseling through workshops for corporate clients via PFE Group. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm manages portfolios using a range of model portfolios, mutual funds, ETFs, and individual securities, and employs multiple program platforms and third-party managers to deliver customized investment solutions.

Jonathan Caplan is a financial advisor with Commonwealth Financial Network in Canton, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience and has worked at several firms including Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Citizens Securities, Inc. He is currently associated with Caplan Wealth Partners and Commonwealth Financial Network. 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and comprehensive back-office services.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

David Martin is a financial advisor at Eagle Strategies (NY Life) based in Bridgewater, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his advisory career, he worked at Jordan's Furniture for 27 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types tailored to client objectives and emphasizes non-discretionary asset management for a diverse client base.

John Deminico is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at TD Bank N.A., Citizens Securities, Inc., and Saybrus Partners, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Cheryl Guinan is a financial advisor with Integrated Wealth Concepts LLC, holding over 30 years of experience as a partner at Guinan & Associates, CPA. She joined Integrated Wealth Concepts in 2025 and has been practicing as an investment adviser representative since then. Guinan maintains her CPA firm, Guinan & Associates, where she has worked since 1995. 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 customized portfolios with a long-term approach and utilizing a combination of mutual funds, ETFs, equities, and fixed income.

Patrick Arey is a financial advisor with Empower Advisory Group in Halifax, MA, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Foreside Financial Services, Legal & General Investment Management America, and Virtus Investment Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Samuel Nogueras is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Bank, and Citizens Securities. Before entering the financial sector, he worked in graphic design and media services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers, offering clients portfolio management, financial planning, and custody services.

Kimberlee Fricker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked with The Financial Services Group and Worthpartners, LLC since 2009. Outside of advising, she is involved in a tax preparation business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services, allowing advisors to implement customized portfolios through internal models or external platforms.

Terry Griffith is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked for UBS Financial Services for 10 years. Griffith serves as an officer and director on the board of the Masonic Education & Charitable Trust, which oversees investment consultant decisions for a non-profit organization. Independent Financial Group provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with passive and active investment exposures.

Stacey Miner is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at RiverRise Financial, Next Generation Wealth, and Eagle Strategies, along with ongoing roles at NYLIFE Securities and New York Life Insurance. Miner serves on the boards of a networking group and Child and Family Services, a nonprofit focused on family support and mental health. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Graff is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2019. Prior to that, he was with Foundations Investment Advisors, LLC from 2015 to 2019. Outside of his advisory work, Graff is a certified Rider Coach with the Motorcycle Safety Foundation and teaches motorcycle riding instruction part-time during spring and summer months. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, including proprietary solutions, and offers discretionary portfolio management through a combination of internal teams and external sub-advisors.

Jarrod Oberg is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with NYLife Securities, LLC and New York Life Insurance Company since 2021 and operates under the dba Fairway Group, LLC, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Clifford Caplan is a CFP® with 45 years of industry experience, currently serving at Caplan Wealth Partners and Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. since 1981. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets through a mix of managed-account programs, third-party asset managers, and custodial services.