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.

John Deminico is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at TD Bank N.A., Citizens Securities, Inc., and Saybrus Partners, LLC. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Cheryl Guinan is a financial advisor with Integrated Wealth Concepts LLC, holding over 30 years of experience as a partner at Guinan & Associates, CPA. She joined Integrated Wealth Concepts in 2025 and has been practicing as an investment adviser representative since then. Guinan maintains her CPA firm, Guinan & Associates, where she has worked since 1995. Integrated Wealth Concepts 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, and consulting services, employing customized portfolios with a long-term approach and utilizing a combination of mutual funds, ETFs, equities, and fixed income.

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.

Samuel Nogueras is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Bank, and Citizens Securities. Before entering the financial sector, he worked in graphic design and media services. 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 customers. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers, offering clients portfolio management, financial planning, and custody services.

Kevin Griffin is a CFP® with 12 years of industry experience and is currently affiliated with Empower Advisory Group. He previously worked at Griffin Financial Planning, LLC from 2014 to 2019 before joining GWFS Equities, Inc. outside of his advisory role, Griffin serves as a basketball official for scholastic athletics, promoting fair play by applying the rules of high school basketball. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with offerings including point-in-time financial plans and optional managed accounts.

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.

Robert Hitchcock is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Centaurus Financial since 2000. Outside of his advisory role, he is involved with the Estate Planning Team to represent and market deferred sales trust services and owns The Thorndike Company, LLC, overseeing its operations and marketing. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a blend of fundamental and technical investment analysis.

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.

Michael Graff is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Foundations Investment Advisors, LLC and has been involved with ProIncome since 2015 as an owner and insurance agent focusing on income and insurance planning. Outside of finance, he works part-time as a certified motorcycle riding instructor. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

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.

Tina Cicci is a financial advisor with CWM, LLC, holding a Series 66 designation and 14 years of industry experience. She has held positions at Cetera Wealth Services, Carson Wealth Management, DC Advisors, and LPL Financial. Outside of advisory work, Cicci serves as a head coach for youth cheerleading at Walpole Youth Football & Cheer. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory options using a discretionary, model-driven investment approach governed by an in-house Investment Committee.

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.

Samara Wald is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds the Series 66 designation and has worked at several firms including TD Bank N.A., Cetera, and Pioneer Financial Group. Outside of her advisory role, she serves as an independent contractor for a pet care business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

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 credentials and 12 years of industry experience. She has been associated with Ameritas Advisory Services since 2021 and works concurrently with Ameritas Investment Corp and Daniel J. Galli & Associates, where she serves as an office manager handling client reports and administrative support. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable products, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

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.

Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Wells Fargo Clearing Services LLC, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts without client login credentials.

Michael Barry is a financial advisor with Eagle Strategies (NY Life) based in Walpole, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Barry Financial, LLC since 2006 and has been affiliated with New York Life and its securities subsidiary since the early 1980s. Outside of advisory work, he is involved in insurance brokering and holds an officer-passive investor role in NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types focused on tailoring recommendations to client goals and Plan Sponsor criteria, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.