Thomas Burke Jr. is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation and Infinex Investments, Inc. Outside of his advisory role, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and manages held-away retirement accounts via an account aggregation service.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2023, he has been a partner at Taylor & Company PC, a CPA practice, since 2015. He also worked at Purshe Kaplan Sterling Investments in 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. 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, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm. Prior to joining Integrated Wealth Concepts, he worked at Clifton Larson Allen for five years. 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, employing both internally managed and third-party strategies with a focus on long-term portfolio construction and customized solutions.

Steven Earle is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory work, he is involved with Evolution Financial LLC, a separate business activity unrelated to investments. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.

Ricardo Jesuino is a financial advisor with Citizens Securities, Inc. in Providence, RI, holding a Series 66 designation and having one year of industry experience. Prior to joining Citizens Bank and Citizens Securities in 2025, he spent 15 years in the alloy wheel repair business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been associated with Eagle Strategies since 2021. In addition to his advisory role, he operates McGuire and Wright Financial Group LLC and is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, focusing primarily on non-discretionary assets and catering to both retail and institutional investors within an integrated New York Life affiliate structure.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Michael Fox is a financial advisor with Commonwealth Financial Network in Providence, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience and has been affiliated with Commonwealth Equity Services, Inc. since 1995. Fox also serves as a trustee for a company retirement plan and is a licensed vendor for a third-party administrator of employee benefit plans. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team, and offers various program structures tailored to advisor and client needs.

David Santoro is a CFP® professional with 17 years of experience in financial advising. He has been affiliated with Commonwealth Financial Network since 2012 and leads Santoro Financial Planning Group, a private entity facilitating securities, advisory, and insurance business. Prior to forming his own group, he worked at MCB Financial Services from 2012 to 2020. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. Advisors on the platform have discretion to create client portfolios from a broad range of securities and insurance products, supported by Commonwealth’s investment research and model portfolios.

Garfield Davidson is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2015. Outside of his advisory role, he is involved in managing family rental properties. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Kawtar Slaoui is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs strategic and tactical asset allocation through TD Managed, Guided, and Premier Guided Portfolios, utilizing both affiliated and third-party sub-managers.

Chandler Winchester is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience and has worked at several firms including Securian Financial Services, SagePoint Financial, and OSAIC. Winchester also operates a wealth management practice under the DBA Lifepoints Financial. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that offers brokerage services, financial planning, and investment advisory solutions to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of proprietary and third-party investment models and provides discretionary and non-discretionary advisory services.

Brian Hertzberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Commonwealth Financial Network and Ames Financial Services in multiple periods since 2010, and previously held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Hertzberg is also involved in fixed insurance sales as an agent under the name Ames Financial Services. 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 support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Brian O'Leary is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Eagle Strategies since 2019 and operates Semper Financial Group, LLC for brokering non-registered insurance products. Outside of advising, O'Leary volunteers with the ETS Sponsorship Program to assist transitioning military personnel and serves on the board of Fisher House Boston, which provides lodging for servicemembers and their families receiving medical care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailoring recommendations while managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Brower is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2018. He previously worked at Independent Financial Partners and has also been affiliated with LPL Financial since 2010. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Julio Murga is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Daniel Samson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA Individual & Institutional Services, LLC since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm operates within a vertically integrated group and applies a fiduciary standard to its advisory services.