Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Wells Fargo Clearing Services LLC, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts without client login credentials.

Kallie Rosenbach is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. She has worked with Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of her advisory role, Rosenbach also works as a real estate agent with Keller Williams. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Kevin Quilty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth Financial Network since 2010. Outside of advising, he is involved in fixed insurance sales as an agent and serves as a trustee for a family member’s account. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

William Bradford is a Series 66-licensed financial advisor at Empower Advisory Group with 17 years of industry experience. His career includes positions at firms such as Citizens Securities, Santander Securities, Kestra Financial, and Carson Wealth. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

James Fratello is a financial advisor at Independent Financial Group, LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at H. Beck, Inc. for 32 years, followed by Grove Point Investments, LLC and Grove Point Advisors, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides advisory programs via its AccessPoint platform and third-party asset managers.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts 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 a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at GWFS Equities, John Hancock, and Santander Securities and Bank. 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 utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Galli is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has worked with multiple firms including Goldman Sachs and PFE Advisors, Inc., and has operated his own practice, Daniel J Galli & Associates, since 1986. Galli is also an instructor and guest lecturer at Boston University, where he conducts online educational webinars and updates courses on retirement planning and employee benefits. He serves as President of the Financial Planning Association. 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 utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a diverse client base.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. 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 customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Lori Moncada is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 18 years of industry experience and has worked at various entities within the Bankers Life organization since 2005. In addition to her advisory role, she is licensed as a life and health insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. 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 services, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Robert Phinney Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Raymond James and Associates for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Clark Page is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, Page is involved in various business activities related to financial services. 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, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internal management and third-party asset managers.

Jesse Bateman is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2009. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Juan Restrepo Vanegas is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, Merrill, and American Consumer Credit Counseling. 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 retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Michael Rossman is a financial advisor with Eagle Strategies (NY Life) in Bridgewater, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2011, respectively. Outside of advisory roles, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, 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 through a network of affiliated advisors within the New York Life affiliate structure.

Kevin Guinan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked at Integrated Wealth Concepts since 2025 and concurrently operates Guinan & Associates, a CPA firm he has been running since 2015. Integrated Wealth Concepts LLC 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, consulting, family office, and retirement plan advisory services, using customized portfolios and a combination of internal management and oversight of third-party asset managers.

Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Mcmahon is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Bluestone Bank (formerly Bridgewater Savings Bank) since 2012 and has been associated with Infinex Investments, Inc. since 2002. Outside of his advisory work, he participates annually in a charitable foundation golf committee that raises funds for local charities. 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, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on delegated investment management and extensive third-party relationships.