Erin Manganello is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012 and at Mintz Levin Financial Advisors LLC from 2005 to 2012. Manganello is based in Hingham, MA. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm provides wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Juan Restrepo Vanegas is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Bank of America, Merrill, and American Consumer Credit Counseling. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and select retail clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Michael Rossman is a financial advisor with Eagle Strategies (NY Life) in Bridgewater, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2011, respectively. Outside of advisory roles, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, 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 through a network of affiliated advisors within the New York Life affiliate structure.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Kevin Guinan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked at Integrated Wealth Concepts since 2025 and concurrently operates Guinan & Associates, a CPA firm he has been running since 2015. 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, consulting, family office, and retirement plan advisory services, using customized portfolios and a combination of internal management and oversight of third-party asset managers.

Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph McMahon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Bluestone Bank (formerly Bridgewater Savings Bank) since 2012 and has been associated with Infinex Investments, Inc. since 2002. McMahon participates annually in a charitable golf outing for the Bridgewater Savings Bank Charitable Foundation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary account management.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at TD Private Client Wealth LLC and CITIZENS Bank. Outside of his financial career, he serves as a worship leader at Calvary Baptist Church. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and serves over 127,000 clients through 444 advisors.

Deirdre Prescott is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sandy Cove Advisors, Silver Bridge, and Lehman Brothers. She serves as co-trustee with Mellon Financial on her sister's special needs trust. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, as well as proprietary research and portfolio construction strategies.

Matthew Carron is a CFP® professional with 20 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 19 years at Heritage Financial Services. He holds the Series 63 designation and is based in Rockland, MA. 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 employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at GW & Wade LLC for three years and has a background that includes seven years at Square Cafe. Smyth holds a Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, providing both discretionary and non-discretionary management alongside financial planning and consulting services.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has six years of industry experience and has worked at firms including LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

Bryan Woodford is a financial advisor with Commonwealth Financial Network, holding five years of industry experience. He has worked at Commonwealth since 2020 and concurrently operates Woodford Law, PC, a law practice established in 2008. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios and distinct program structures.

Michael Daudelin is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allegiance Financial Services, Inc. for 28 years, where he served as president, treasurer, director, and investment adviser representative. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income.

Desmond Lam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has experience with Ocean International Trading and World Financial Group. In addition to his advisory role, he provides language, reporting, and consulting services through a separate self-employed business. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Jesse Brady is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds a Series 65 designation and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, Brady serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an independent-advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors.

Elijah Zeh is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and two years of industry experience. He previously worked with Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Chocksett Inn and Restaurant and Liquors 44 Hadley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, supported by platforms from Envestnet and Pershing.

Alexander Guccione is a financial advisor with Empower Advisory Group in Canton, MA, holding Series 66 and Series 63 designations and two years of industry experience. His career includes roles at Empower Financial Services and Human Interest, as well as three years at John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor count.