John Cislo is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, TIAA-CREF, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

John Mohan is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at GWFS Equities and Advised Assets Group. Outside of finance, he serves as a high school basketball referee. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, 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 while offering various institutional and retirement plan services.

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 affiliated with Ameritas Advisory Services, LLC. She has worked at several firms including Ameritas Investment Corp, Daniel J. Galli & Associates, and Lion Street Advisors. Van Voorhis also provides financial education and counseling to corporate clients through PFE Group. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach that includes model portfolios, third-party managers, and co-advisory relationships, serving a broad range of investors including high-net-worth individuals.

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.

Vincent Vicidomini is a financial advisor at Mesirow Financial Investment Management, Inc. with 21 years of industry experience. He has been with Mesirow Financial since 2014 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm integrates proprietary private investment products with third-party managers, employs quantitative and qualitative due diligence, and offers access to affiliated feeder funds investing in institutional real estate and private equity.

David Martin is a financial advisor with 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 financial services career, he worked for Jordan's Furniture for 27 years. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and administers a large majority of its assets on a non-discretionary basis.

Patrick Arey is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including 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 their participants, as well as certain retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Kimberlee Fricker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has worked with The Financial Services Group and Commonwealth Financial Network since 2013 and has been involved with Worthpartners, LLC since 2009. Outside of advisory work, she provides client services for a tax preparation business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, and compliance resources.

Terry Griffith is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Griffith serves as a board member on the Masonic Education & Charitable Trust, where he helps oversee investment decisions made by an institutional consultant. Independent Financial Group is a large advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment strategies through both in-house model portfolios and third-party managers, serving clients across various risk profiles.

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.

Jefferson Horn is a financial advisor with Empower Advisory Group in Stoughton, MA. He holds Series 63 and Series 65 credentials and has five years of industry experience, including prior roles at Charles Schwab & Co., GWFS Equities, and Fidelity Brokerage Services. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Jarrod Oberg is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he was affiliated with NYLife Securities, LLC and New York Life Insurance Company. He also operates under the DBA Fairway Group, LLC, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, with a substantial portion of assets managed on a non-discretionary basis through an integrated New York Life affiliate structure.

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.

Allison Wooten is a financial advisor with Integrated Wealth Concepts LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. She has worked at several firms including LPL Financial, Wells Fargo Advisors, Truist Investment Services, and BB&T Securities. Wooten also provides administrative support to Integrated Financial Partners, an independent advisory firm. 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, family office, and retirement plan advisory services, using customized portfolios with a long-term approach combined with shorter-term trades for rebalancing.

Colleen Richards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and with Ameritas Investment Corp since 2012. Additionally, Richards has been involved with Daniel J. Galli & Associates since 2009, where she also serves as office manager. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank and Citizens Securities, Inc. Outside of her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various advisory and investment options tailored to client needs.

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.