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.

Meghan Forrester is a financial advisor with Citizens Securities, Inc. in East Providence, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Santander Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Erin Alves is a financial advisor with TIAA-CREF in Providence, RI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes positions at Morgan Stanley, Oppenheimer & Co. Inc, and multiple tenures at TIAA-CREF and its affiliated entities. Outside of her advisory work, she works as a server at a full-service pub. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various model and customized strategies within a vertically integrated structure.

Victor Contente is a financial advisor with TD Private Client Wealth LLC in Providence, RI, holding a Series 66 designation and 14 years of industry experience. His professional background includes roles at TD Bank N.A., Charles Schwab Bank SSB, Charles Schwab, and TD Ameritrade. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at GWFS Equities, John Hancock, and Santander Securities and Bank. 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 utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Marcio Martins is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2018, Martins worked at Citizens Securities Inc. and Citizens Bank. Outside of his advisory role, he manages rental real estate properties. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios through dedicated portfolio managers.

Louis Delorenzo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes multiple tenures at TIAA-CREF and Citizens Securities, Inc. Outside of his advisory work, Delorenzo is also involved in sports photography. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Kevin Gates is a financial advisor with Eagle Strategies (NY Life) based in Providence, RI. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, working with NYLIFE Securities Inc. and New York Life Insurance Company since 2003. Outside of his advisory work, he serves as the recording secretary for the Knights of Columbus Council 3563, a charitable and religious fraternal organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers multiple program types and principally manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lori Moncada is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 18 years of industry experience and has worked at various entities within the Bankers Life organization since 2005. In addition to her advisory role, she is licensed as a life and health insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

John Ferguson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily within Empower’s affiliated firms since 2023. Previously, he spent five years with UP Education Network. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, employing an integrated model linked 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 65 and Series 63 licenses and two years of industry experience. Prior to joining Empower Financial Services in 2024, Arabian worked at Keenan Financial and has experience connected to academic and community roles, including four years at Brown University and three years at the Wamsutta Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates planning and managed account solutions with its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Chancellor Harkins is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked with Harkins Wealth Management and Commonwealth Financial Network since 2018 and previously spent two years at Liberty Mutual Insurance. Outside of his advisory role, he is a co-owner of Nightshade, LLC, a bar and restaurant located in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Matthew Murphy is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Juan Restrepo Vanegas is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked 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 and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

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.

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.