Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Private Advisor Group and affiliated LPL Financial since 2013. Manis is involved with Brookfield Insurance Partners, providing insurance and annuity services. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and coordinating services through multiple custodians.

Neil Gendreau is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Kestra Advisory since 2016 and is also associated with Kestra Investment Services, LLC and Fusion Financial Group. In addition to his advisory role, he is an insurance agent recommending fixed insurance products including annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, investment due diligence, and supports complex products and discretionary trading within its supervisory framework.

William Taylor is a financial advisor with Empower Advisory Group in Grafton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Fidelity Investments Institutional Services Company, Inc. for 25 years and has been with GWFS Equities, Inc. since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base with a higher client-to-advisor workload than many peers.

Thomas Bartholomew is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Bartholomew & Company, Inc. since 1994, where he serves as president and majority owner, and recently established Bartholomew & Company Wealth Management, LLC. Outside his advisory role, he is a course instructor for the Massachusetts Collectors & Treasurers Association, teaching legal requirements related to Massachusetts General Law. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of advisory and back-office services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing solutions.

Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Kathleen Cyganiewicz is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds the Series 66 designation and has worked at Bartholomew and Company, Inc. since 2016, alongside her tenure at Commonwealth Financial Network starting in 2016. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jerome Sullivan is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Bank and Apple Corp. His other business activities include serving as a travel advisor for Collette Vacations. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and provides portfolio management, financial planning, and custody services.

Timothy Demeritt is a CFP® with 25 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. He previously worked at Lincoln Financial Advisors from 2007 to 2016. Integrated Wealth Concepts 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, and family office services, employing customized portfolios with a long-term investment approach and utilizing both internal management and third-party asset managers.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Gioscio is a CFP® professional at CWM, LLC with eight years of industry experience. His prior work includes roles at Boston Retirement Group, John Hancock, and Concord Wealth Management. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach that integrates in-house investment committees, third-party sub-advisors, and customized investment tools.

Steven Turner is a financial advisor with Empower Advisory Group, holding Series 66, Series 65, and Series 63 licenses and 17 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, Symmetry Financial Group, and Thompson Financial Group. Outside of his advisory work, he spends time selling annuities related to Medicare insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kyle Gray is a CFP® and CFA® credentialed advisor with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC in Worcester, MA, and previously worked at Fidelity Investments and Mass Mutual Investors Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Charles Schwab and Windhaven Investment Management, among others. He is based in Medfield, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Elliott Hughes is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Aldi for nine years before joining the New York Life group of companies. Eagle Strategies serves a diverse clientele including individual investors, institutional and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and primarily manages assets on a non-discretionary basis.

Michael Kershaw is a financial advisor at Guardian Life with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life and its affiliates since 2005, joining Park Avenue Securities in 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios.

Samara Wald is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD, she held roles at Cetera and Pioneer Financial Group. Outside of her advisory work, she serves as an independent contractor in pet care for A Place for Rover, Inc. 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 uses a range of TD Managed Portfolios combined with affiliated and third-party sub-managers to construct client portfolios.

Stanislav Geyyer is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at BofA and Merrill Lynch from 2015 to 2026 before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Andrew Harmon is a financial advisor at AE Wealth Management, LLC with five 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. In addition to his advisory role, he has served as a managing member and chief compliance officer since 2013 and has experience as an independent insurance producer. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from multiple sources and provides a range of services such as discretionary asset management, financial planning, and plan consulting.

Raymond Lucas III is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. His prior roles include positions at LPL Financial LLC and The Vanguard Group, Inc. He also has experience working at the University of Delaware and in various other sectors. 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 customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income, employing a long-term investment approach supplemented by shorter-term trades for rebalancing or liquidity needs.

David Miller is a financial advisor at Eagle Strategies (NY Life) with a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies and related New York Life affiliates in 2024, he worked for Optima Global Search for 23 years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.