Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Regina Moreira is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at TD Bank N.A., Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of advisory work, she is a co-owner of a family rental property. 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, offering portfolio management, financial planning, and access to multiple investment vehicles through its affiliated and third-party managers.

Bernard Boucher is a financial advisor at Brookstone Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Brookstone since 2017, following eight years at Kalos. In addition to his advisory work, he owns and operates a tax preparation business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm emphasizes a platform approach, supporting a large advisor network with back-office and turnkey asset management services.

Christine Flanders is a financial advisor with Integrated Wealth Concepts LLC in Nashua, NH, holding a Series 63 designation and two years of industry experience. She has a background that includes working at Levenson Goldberg and serving as managing partner at Fortitude CPA PLLC, a CPA firm. Integrated Wealth Concepts LLC 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, family office and retirement plan advisory services, and sponsors various wrap-fee programs with a focus on customized portfolios and a long-term investment approach.

Jocelyn Dent is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having three years of industry experience. She has been with TD Bank and its affiliated entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers through platforms such as Envestnet, with a focus on percentage-of-AUM wrap fees and cross-border advisory services.

Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

Christopher Lynch is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. He previously worked at Edward Jones for three years and spent twelve years at CNE Direct Inc. before joining Empower. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

William Whelton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2012 and also works at Middlesex Savings Bank. His other business activities include fixed insurance sales conducted from a branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Craig Johnson is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Citizens Securities, Inc. since 2019. His prior roles include positions at Ameriprise Financial Services, Santander Securities, Mass Mutual Investors Services, LPL Financial, and Fidelity. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a range of discretionary and non-discretionary services.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with GWFS Equities, Inc. since 2016. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

John Schuler is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at TIAA-CREF and TIAA since 2014, with prior positions at Charles Schwab and Charles Schwab Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing both model and customized portfolios while acting as adviser to the TIAA Donor Advised Fund.

Michael Gagerges is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Gwfs Equities, Inc. since 2005. Outside of finance, he works part-time with a family-owned general contracting business. 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 aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Salvatore D'Ambrosio is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group and Empower Financial Services, Inc. in 2026, he spent 24 years with Fidelity Brokerage Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Peter Ten Broeck Jr. is a financial advisor with Commonwealth Financial Network in Pepperell, MA, holding two years of industry experience. He has previously worked at Granite Financial Partners and operates Ten Broeck Insurance Group, where he is the owner and agent specializing in fixed insurance sales. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Chris Hernandez Mata is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and four years of industry experience. He has held positions at several firms, including F.H. Cann & Associates and Massachusetts Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a structured recordkeeping and administrative platform.

Steven Mcbee is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Empower Advisory Group since 2026, previously serving at Empower Financial Services and Fidelity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, offering integrated services linked to Empower’s administrative platforms.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. 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, utilizing a platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Brian Coneeny is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Coneeny Investment Management and Axial Financial. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, 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, compliance, and practice-management resources while offering multiple program structures and discretionary model portfolios.

Valerie Bouraphael is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.