Andrew Harmon is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Foundations Investment Advisors LLC and New Horizon Consulting. Outside of advisory roles, Harmon is an independent insurance producer involved in sales and client reviews of various insurance products. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies while supporting third-party RIAs through sub-advisory and model-licensing arrangements.

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.

Shalini Guglani is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and HSBC Securities (USA) INC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory options that have included a digital advisory program and a managed account program.

Darci Cloutier Ham is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Johnson & Hill Staffing. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supporting a range of investment solutions.

Alexia Teixeira is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Savant Wealth Management. She previously worked at Heritage Financial Services and Britt & Company CPA, and has a background that includes time at Bentley University and involvement with Vana Mart. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Tejas Borse is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and First Republic Investment Management. He has been with Commonwealth since 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michelle Cote is a financial advisor with Commonwealth Financial Network in Whitinsville, MA. She holds a Series 66 designation and has been with Commonwealth since 2026. Her background includes diverse roles outside finance, such as working at Den Brae Golf Course and Muffin House Cafe, as well as involvement with several community organizations and local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party managers, and custodial services, enabling advisors to implement portfolios tailored to client goals and risk tolerance.

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse 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 within an integrated New York Life structure.

Lawrence Martin is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2019, with prior experience at Morgan Stanley and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Jody Clement is a financial advisor with Eagle Strategies (NY Life) based in Hopkinton, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Eagle Strategies since 2018 and also operates Next Generation Wealth, LLC, which offers New York Life products and brokers non-registered insurance products. Clement has a longstanding career with NYLIFE Securities LLC and New York Life Insurance Company, both since 1999. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Heyden Acosta is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Advisory Group, Heyden worked at FNZ Trust Company and State Street Corporation. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

John Ferguson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Empower Financial Services, The Possible Zone, UP Education Network, and EWM, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Ta Shawn Arabian is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Empower Financial Services in 2024, he worked at Keenan Financial and has a background that includes positions at Brown University and New Bedford High School. 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, rebalancing, and savings rates, delivering services through its recordkeeping and administrative platforms.

Andrew Baker is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Citizens Securities since 2012. 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’s advisory approach includes a digital advisory program and managed accounts, operating as part of a bank-owned enterprise with a range of investment and related financial services.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Amanda Bartolini is a financial advisor with Commonwealth Financial Network based in Lincoln, Rhode Island. She holds a Series 66 designation and has four years of industry experience. Prior to joining Commonwealth, she worked at Paul Santucci Financial Services and Webster Bank, and also spent time at the Community College of Rhode Island. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Joseph Pate is a Series 65-licensed advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has held positions at Foundations Investment Advisors since 2023 and at Lakefront Insurance Group, LLC since 2018, where he is also owner and manager involved in health, life, and accident insurance sales. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.