John Ferguson is a financial advisor with Empower Advisory Group in Franklin, MA, holding Series 66 and Series 63 designations and two years of industry experience. He has worked with Empower Financial Services, Inc., and previously with UP Education Network and EWM, Inc. His career also includes roles outside of financial services at The Possible Zone. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates over short-term forecasts.

Ta Shawn Arabian is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Empower Financial Services, he worked at Keenan Financial and has experience in educational and club settings. 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 approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

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 is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation across equity, balanced, and fixed-income portfolios.

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.

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.

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.

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.

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.

Stephen Connaughton is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer & Co. since 2004. He holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including asset management, consulting, and retirement planning, delivered through both discretionary and non-discretionary approaches.

Edward Pegram IV is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds a Series 63 designation and has worked at firms including Merrill, Bank of America, RBC Capital Markets, and City National Bank. Pegram is based in Providence, RI. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

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.

Morel Mahotiere is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2008 and has served as an insurance broker for non-registered products since 2022. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Jeffrey Causey is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with TIAA and TIAA-CREF since 2013. Outside of his advisory role, he coaches youth soccer for the New England Revolution Academy. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Stephen Dipardo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 15 years before joining Commonwealth and Gather Wealth Strategies. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple program options.