Rodney Kornegay is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been associated with Eagle Strategies since 2020 and operates Kornegay Kapital Group, LLC, through which he provides financial and insurance services. Outside of his advisory work, Kornegay serves on the boards of the Rotary Club of Bridgewaters, the Camala Foundation, and the Fuller Craft Museum. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate network.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Mackenzie worked at The Colony Group, LLC and held multiple roles at Northwestern Mutual including investment services and wealth management between 2014 and 2018. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated services.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Creative Wealth Solutions and Insurance Services, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, Hughes volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves on the board of South Shore Young Professionals, assisting with the interview process for the Grant Committee. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs, emphasizing fiduciary responsibilities and a predominantly non-discretionary asset management approach.

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.

Amy Mohan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC. Her prior experience includes roles at Ameriprise and UBS Financial Services. She is also involved in financial planning activities through Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.

Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Ross Deluca is a financial advisor with OSAIC Institutions, Inc. holding a ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. His prior work includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors LLC, and Securities America Inc. He serves as a part-time senior instructor in the Communication Department at Bridgewater State University and is treasurer and volunteer for the Brockton Symphony Orchestra. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

William Hughes is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Infinex Investments, Inc. and Bluestone Bank. Outside of his advisory role, Hughes serves as a board member of Space2Trhive, which involves event planning and coaching youth hockey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement 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 and lending solutions, operating through a hybrid adviser/broker-dealer structure with a distinctive model that emphasizes firm supervision and client control options.

Brendan Wright is a financial advisor with Eagle Strategies (New York Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and also operates McGuire and Wright Financial Group LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Carol Vesey is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She is based in Canton, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Securities Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to tailor asset allocation and retirement guidance.

Jonathan Habib is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Santander Securities, LLC and Commonwealth Financial Network. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms alongside traditional managed account services.

Brett Peroni is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit that raises funds for children with learning disabilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Daniel Mcdonald is a CFP® professional with 20 years of industry experience. He has been with The Colony Group, LLC since 2000. He is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, families, institutions, and businesses. Focus Partners employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Kevin Mc Rae is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at Voya Financial Advisors and Citizens Securities, Inc. 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 tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and offers managed account solutions alongside point-in-time financial plans.

Ari Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2015 and operates under Kaplan Family Financial, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Pamela Basse is a Certified Financial Planner® (CFP®) with 28 years of industry experience. She has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC, where she has been active since 2008. Basse serves on the board of Be Inspired Together, a nonprofit focused on fundraising and providing mental health services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides comprehensive services such as plan design, compliance, fiduciary consulting, and investment management, serving large clients including sovereign wealth funds.

Justin Walsh is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, Cambridge Investment Research, and Northern Lights Distributors, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.