Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 14 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework and offers access to private funds and specialized strategies.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management strategies.

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.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. 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 provides a broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

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.

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 affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Nelson worked at The Colony Group, LLC and spent several years at Northwestern Mutual in various roles. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 and has been affiliated with Eagle Strategies since 2023. Outside of his advisory role, he volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves as a board member assisting with the grant interview process for South Shore Young Professionals. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

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.

Amy Mohan is a CFP® certified financial advisor with 12 years of industry experience. She currently works at Ameritas Advisory Services, LLC and has previously held roles at Ameriprise and UBS Financial Services. In addition to her advisory work, she is involved with Daniel J. Galli & Associates, providing financial planning services. 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 provides asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of model portfolios, mutual funds, ETFs, and individual securities.

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 43 years of industry experience. He has worked at Janney Montgomery Scott since 2012 and previously spent eight years with Wells Fargo Clearing. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ross Deluca is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors, and Securities America, among others. Outside of his advisory work, he serves as a part-time senior instructor in the Communication department at Bridgewater State University and is Treasurer and a volunteer with the Brockton Symphony Orchestra. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model, delegating investment management to its representatives while providing firm supervision, and offers access to alternative investments, lending solutions, and customized advisory services.

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.

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.

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.