Ryan Bajjaly is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include working with The Cooper Fauteux Team and NYLIFE Securities LLC. Outside of advisory work, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, including fee-based hourly advice and co-advisory relationships, with a focus on non-discretionary asset management and fiduciary responsibilities to plan sponsors.

Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives. Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management. Outside of work, Bailey has interests in fitness, social events with friends, and golf.

Tania Cadieux is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 10 years before joining Empower Financial Services in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Jennifer Colby is a financial advisor with NewEdge Advisors holding a Series 66 designation and eight years of industry experience. She has worked at NewEdge Advisors since 2018 and previously was with Flagship Harbor Advisors and LPL Financial. In addition to her advisory duties, she provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, consulting, and advisory services with an emphasis on centralized due diligence, ongoing monitoring, and the use of technology tools such as algorithmic model portfolios and held-away account platforms.

Rebecca Schrumm is a financial advisor with NewEdge Advisors, holding a Series 63 credential and more than 22 years of industry experience. She has worked at LPL Financial since 2013 and was associated with Flagship Harbor Advisors from 2013 to 2021. She provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

Ryan Hart is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Hart is also involved in insurance brokering through outside carriers 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 variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets under management held on a non-discretionary basis.

Patrick Gilligan Jr. is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group. He has worked with Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning while offering optional managed account solutions.

Dennis Fergusson is a CFP® professional with 27 years of industry experience. He is the owner and president of Fergusson Financial, a firm he has led since 2007, and is affiliated with Commonwealth Financial Network. Fergusson also conducts fixed insurance sales as an agent under the Fergusson Financial name. Commonwealth Financial Network is a registered investment adviser serving 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 and customized investment solutions.

Paul Girard is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He has held roles at Wells Fargo Clearing and has been with Janney since 2021. Girard holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a board member and coach for the Hamilton/Wenham Youth Football Program in Massachusetts. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs through a combination of in-house and third-party portfolio management.

Peter Callas is a Series 66-credentialed financial advisor with Commonwealth Financial Network, bringing 18 years of industry experience. His prior work includes roles at EverRise and Ball Financial Services Co. Outside of advising, he maintains a separate career as a psychotherapist. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors. The firm manages over $200 billion in client assets and provides a range of managed-account programs, third-party asset manager access, and custody and clearing services.

James Bossieux is a CFP® with 25 years of industry experience currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Charter Oak Capital Management and The Vanguard Group, including Vanguard Marketing Corporation. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios and a variety of investment vehicles such as low-cost ETFs, index funds, and separate account managers.

Erin Di Carlo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding eight years of industry experience. She previously worked at 2Sisters Senior Living Advisors for four years and currently owns a company that assists seniors with transitioning from their homes and eventually listing and selling their properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Andrew Gurski is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Jonathan De Jesus is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Kerri Wilkes is a CFP® professional with over 20 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Elisabeth Brady is an advisor with TLG Advisors, Inc. holding Series 65 and Series 63 licenses and has nine years of industry experience. Her career includes roles at The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. She also operates ELB Financial Solutions as an independent insurance agent specializing in various life and health insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning, utilizing manager selection and fundamental analysis to build diversified portfolios with both full-service and direct-to-consumer digital offerings.

Jason Phillips is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Janney Montgomery Scott for over 16 years, including his current tenure starting in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Cynthia Goldberg is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and possessing 33 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Founders Financial Securities LLC and Transamerica Financial Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a variety of investment methods and technology platforms, often implementing strategies through third-party managers and managed account solutions.

Jean Peguero is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Empower Advisory Group in 2025, Peguero worked at GWFS Equities, Inc. and has held positions in companies including Tesla, Lyft, and UPS. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Robert Miller is a CFP® with 33 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he spent over three decades at The Financial Advisors, LLC, where he also held the role of president and was involved in transitioning the advisory business following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers and offers a combination of active and passive strategies across public and private asset classes.