Matthew Hassett is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Chandler Winchester is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities, Securian Financial Services, and SagePoint Financial. Winchester also operates a wealth management practice under the DBA Lifepoints Financial. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Bradley Whelan is a financial advisor with Empower Advisory Group in Barrington, RI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at GWFS Equities, Principal Securities Inc., and Principal Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a high client-to-advisor ratio.

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.

Mark Karnes is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has operated a CPA practice since 1984. Outside of finance, he owns a business called Atwood Ave Donuts, Inc. 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 combined with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Grant Brown is a CFP® with eight years of industry experience, currently serving as an Investment Advisor at Kestra Advisory Services, LLC. He has prior experience as Vice President at Compensation Planning Inc., where he focused on ERISA compliance and retirement plan consulting. Brown also holds a board position with the Estate Planning Council of Rhode Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Carrie Mcnair is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her background includes nearly a decade at Valic Financial Advisors and prior roles at Agia and MSI Financial Services. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

David Brower is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Independent Financial Partners, LPL Financial, MICG Investment Management, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to managed account solutions including proprietary and third-party platforms. The firm emphasizes a fiduciary-based advisory model that integrates client goals with a variety of investment strategies and technology 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.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Kim George is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. She also maintains a role at Derouin Investment & Retirement Services. Her activities include serving as power of attorney for a family member and conducting fixed insurance business under the DBA Decisive Wealth Management. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and multiple program structures, enabling advisors to construct client portfolios using diverse securities and insurance products.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. 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 broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

Daniel Fazah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to understand their financial goals and develop strategies to address their short-, mid-, and long-term objectives. He provides ongoing advice and guidance, helping clients manage a variety of priorities including investing, retirement planning, and saving for unexpected expenses. Additionally, he connects clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Daniel brings expertise in creating portfolio strategies tailored to individual client needs and adapting these strategies as circumstances change. He holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Rhode Island College. His approach emphasizes uncovering what matters most to clients and their families to support the pursuit of their financial goals.

Stephen Brown is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Brown has worked at VOYA Financial Advisors since 2014 and previously held positions at Voya Financial Partners, LLC, and Wright Investors Service Inc. VOYA Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment solutions.

Rodney Kornegay is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been associated with Eagle Strategies since 2020 and operates Kornegay Kapital Group, LLC, through which he provides financial and insurance services. Outside of his advisory work, Kornegay serves on the boards of the Rotary Club of Bridgewaters, the Camala Foundation, and the Fuller Craft Museum. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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, operating within the integrated New York Life affiliate network.

Daniel Wallentin is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill. Before entering the financial sector, Wallentin spent several years in the restaurant industry. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory services.

Fredrick Buker is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Arbella Insurance, and The Kraft Group. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Peter Mureddu is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure utilizing affiliated funds.