Michael Davis is a financial advisor with Eagle Strategies (NY Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He also operates Bright Future Financial, LLC, where he sells New York Life products and brokers non-registered insurance products. Davis is a member of the North Central Chamber of Commerce Government Affairs Committee and serves as Grass Roots Co-Chair for NAIFA Massachusetts. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Domenic Bosco is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Investments and several other firms, along with work experience unrelated to finance such as roles in sports and country clubs. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Brittney Santos is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Integrated Wealth Concepts and affiliated firms since 2016. 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 customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes positions at Merrill and several Capital Group affiliates. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to construct portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Stephen Javaras is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Lion Street Advisors, Lion Street Financial, and Lincoln Financial Securities Corporation. Outside of finance, he is an active NAUI-certified scuba diving instructor and teaches scuba diving. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Nathan Bilotta is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years and Equitable Advisors, LLC for two years. Outside of advising, he serves as a youth and high school football referee. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Leroy Millet is a financial advisor with Commonwealth Financial Network in Maynard, MA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Commonwealth since 2012 and has also worked at Midlsex Savings Bank since 2005. In addition to his advisory role, he is involved in fixed insurance sales conducted from the branch office. 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 managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Jonas Brier is a CFP® with 19 years of industry experience and holds a Series 63 designation. He is currently affiliated with Empower Advisory Group and has spent the past 10 years with Gwfs Equities, Inc. in Groton, MA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at LPL Financial, Infinex Investments, and Monson Savings Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with multiple investment strategies, utilizing both proprietary and third-party platforms.

Maria Giampietro is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network in Marlborough, MA. Her prior experience includes roles at Tinsley Financial Group, James N. Ball & Company, and Thrivent Financial. 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 offers a broad adviser-support platform including managed account programs, third-party asset managers, retirement consulting, and custody services.

Jennifer Lynch is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2015, with a two-year period at Grandview Partners, and has been associated with PlanWise Financial Group since 2021. Outside of her advisory work, she serves as an authorized signatory for Rising Star Athletics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Jason Wong is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Merrill from 2014 to 2019 and has been with GWFS Equities, Inc. since 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Fazal Hussain is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding CPA credentials and two years of industry experience. He has prior experience at Lantheus Holdings Inc, CliftonLarsonAllen LLP, and KPMG, and is a partner at his own CPA firm, Fazal Hussain CPA PC. 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 family office services, using customized portfolios with a long-term investment approach.

Kathryn Vaughn is a financial advisor with Commonwealth Financial Network in Newton, MA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Commonwealth Financial Network since 2016. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, technology, and compliance support to affiliated advisors.

John Schuler is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at TIAA-CREF and TIAA since 2014, with prior positions at Charles Schwab and Charles Schwab Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing both model and customized portfolios while acting as adviser to the TIAA Donor Advised Fund.

Peter Ten Broeck Jr. is a financial advisor with Commonwealth Financial Network in Pepperell, MA, holding two years of industry experience. He has previously worked at Granite Financial Partners and operates Ten Broeck Insurance Group, where he is the owner and agent specializing in fixed insurance sales. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Peter Crinella is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and other financial firms, as well as serving two years with the Guildford Flames Hockey Club. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and a range of advisory programs.

Eliseo Fuentes is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has also been associated with Bright Future Financial, LLC, where he operates under a DBA name to sell New York Life products and services. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through multiple program types and manages the majority of its assets on a non-discretionary basis.

Richard La Cross is a CFP® and PFS™ with 20 years of industry experience. He is a partner and co-founder of GreenWave Financial Advisors, a firm providing tax and personal financial planning services, and has held advisory roles at several firms including LPL Financial and KLR Investment Advisors. He is currently associated with Integrated Wealth Concepts LLC. 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, employing primarily long-term customized portfolio strategies using mutual funds, ETFs, equities, and fixed income.