Robert Thompson is a financial advisor with Integrated Wealth Concepts LLC and holds six years of industry experience. He has previously worked at The Patriot Financial Group and Fletcher Tilton PC. In addition to his advisory role, he is a manager and employee at Bisceglia, Steiman & Fudeman, a full-service accounting firm. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Samuel Quoos is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, including his current role starting in 2025. 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 with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Gregory Stamas is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2005. Stamas also operates Stamas Financial Group, LLC, an insurance sales business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including specialized lending options and alternative investments.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Frederick Brose is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Infinex Investments, Fidelity Bank, LPL Financial, IFMG Securities, and Quick & Reilly. Outside of his advisory role, he is actively involved in nonprofit organizations, serving as chair of the investment committees for All Saints Church in Worcester, the Icon Museum & Study Center, and Music Worcester, and he is president and treasurer of a family charitable foundation. 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 under a hybrid adviser/broker-dealer structure.

Thomas Brennan is a financial advisor with Commonwealth Financial Network in Auburn, MA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

Armand Cote III is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including roles at Ameriprise and Larson, Potter, Stratton & Cote Financial. Outside of his advisory work, he is a co-owner of Harte's Home, Inc., a furniture retail business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a variety of managed account programs, access to third-party asset managers, and extensive adviser support services.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and previously with Fidelity from 2007 to 2013. Manis is involved with several investment-related activities, including operating under Blackstone Wealth Management and Blackstone Valley Wealth Management as part of his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that combines client goals with a range of investment strategies and third-party managers, supported by proprietary and external technology platforms.

Neil Gendreau is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Kestra Advisory since 2016 and is also associated with Kestra Investment Services, LLC and Fusion Financial Group. In addition to his advisory role, he is an insurance agent recommending fixed insurance products including annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, investment due diligence, and supports complex products and discretionary trading within its supervisory framework.

William Taylor is a financial advisor with Empower Advisory Group in Grafton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Fidelity Investments Institutional Services Company, Inc. for 25 years and has been with GWFS Equities, Inc. since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base with a higher client-to-advisor workload than many peers.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Gioscio is a CFP® professional affiliated with Carson Wealth (CWM, LLC) with 8 years of industry experience. His prior roles include positions at John Hancock, Boston Retirement Group, Concord Wealth Management, and Baystate Financial. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement services driven by an Investment Committee that manages model portfolios and tailored investment solutions.

Steven Turner is a financial advisor with Empower Advisory Group, holding Series 66, 65, and 63 licenses and 17 years of industry experience. His prior roles include positions at Foundations Investment Advisors, Thompson Financial Group, Symmetry Financial Group, and Northwestern Mutual Investment Services. Outside of his advisor role, he is involved in selling Medicare insurance annuities through Combined Benefits United. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kyle Gray is a CFP® and CFA® credentialed advisor with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC in Worcester, MA, and previously worked at Fidelity Investments and Mass Mutual Investors Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Elliott Hughes is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Aldi for nine years before joining the New York Life group of companies. Eagle Strategies serves a diverse clientele including individual investors, institutional and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and primarily manages assets on a non-discretionary basis.

Justin Jones is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and has worked at several firms including Brian James Financial Services, Inc. and Gwfs Equities, Inc. His experience spans various roles within investment advisory firms. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Raymond Lucas III is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. His prior roles include positions at LPL Financial LLC and The Vanguard Group, Inc. He also has experience working at the University of Delaware and in various other sectors. 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 customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income, employing a long-term investment approach supplemented by shorter-term trades for rebalancing or liquidity needs.

David Miller is a financial advisor at Eagle Strategies (NY Life) with a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies and related New York Life affiliates in 2024, he worked for Optima Global Search for 23 years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

Michelle Cote is a financial advisor with Commonwealth Financial Network in Whitinsville, MA. She holds a Series 66 designation and has been with Commonwealth since 2026. Her background includes diverse roles outside finance, such as working at Den Brae Golf Course and Muffin House Cafe, as well as involvement with several community organizations and local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party managers, and custodial services, enabling advisors to implement portfolios tailored to client goals and risk tolerance.