Frank Rosano is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Retirement Financial Group, NYLIFE Securities LLC, and New York Life. Outside of advising, he serves on a Little League board of directors and volunteers as a basketball referee. Eagle Strategies serves a broad range of individual and institutional clients, providing 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, working within an integrated New York Life affiliate structure.

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

Donald Brusca is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Advisors Inc. He is based in Andover, MA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

Jeffrey Withington is a CFP® and ChFC® affiliated with Citizens Securities, Inc. in Nashua, NH, with 34 years of industry experience. He previously worked at TIAA and TIAA-CREF for 10 years. Outside of his advisory role, he is a partner in a family property management LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with a focus on ETF-based portfolios and a combination of discretionary and non-discretionary business models.

Jesenia Interiano is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including roles at GWFS Equities and Putnam Investments, and has a background connected to the College of the Holy Cross. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Mark Sperling is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at GWFS Equities, Advised Assets Groups, Citizens Securities, Equitable Advisors, and AXA Advisors. 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 offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Scott Brown is a financial advisor with Hightower Advisors in North Andover, MA. He holds the CFP®, CFA®, and Series 65 credentials and has 13 years of industry experience. Prior to joining Hightower Advisors in 2023, he spent 10 years with Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to a broad range of investment vehicles and portfolio construction strategies.

Brittany Stuart is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at TD Bank N.A. and experience with Grove at the Briar Barn Inn and Weber Writing and Research. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic asset allocation with investments from affiliated and third-party sub-managers.

Gregory Forte is a financial advisor with Principal Financial Services in Bedford, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2017. In addition to his advisory role, he serves as a bank officer supporting Principal retirement plan account relationships across both insurance/broker dealer and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

John Clymer is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2012, following eight years at Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. Its advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios and discretionary portfolio management.

Stephen Curran is a CFP® professional with 17 years of industry experience. He has been with Hightower Advisors since 2023 and previously worked at Boston Hill Advisors, LLC for 14 years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management, financial planning, and retirement consulting services through its extensive network of advisors.

Sharon Pollard is a financial advisor at Steward Partners Investment Advisory, LLC with 29 years of industry experience and a Series 66 designation. She has worked at firms including Wells Fargo Advisors and Raymond James Financial Services. Pollard is involved with Spector and Frisch Private Wealth Management in a support capacity. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Terri Harbour is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Citizens Securities since 2010. Her prior experience includes positions at LPL Financial, Ifmg Securities, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Citizens Securities, he held positions at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Nicholas Marrone is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 66 and Series 63 designations and has been with Empower Financial Inc. since 2015 and Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Michael Persons is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA. He holds the Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fairway Group, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Additionally, he is appointed as an insurance broker with outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Bailey Bishop Jr. is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2017 and is currently associated with M.Y. Core Financials, LLC. Bishop serves on the board of the Essex County Estate Planning Council and is president of the North Atlantic Audi Club, a regional organization for Audi enthusiasts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of investors and plan sponsors, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Genevieve Rowell is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Securities, Inc. in Hudson, NH. She has worked at Citizens Securities since 2018, following an eleven-year tenure at CruCon Cruise Outlet. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing both discretionary management and a digital advisory platform.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.