Todd Myatt is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as Treasurer for the Danvers Youth Lacrosse league. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model and customized portfolios.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior work experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of her advisory work, she was involved with Wamesit Lanes from 2023 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and financial planning services and utilizes technology and centralized due diligence in its multi-structured advisory programs.

Georgios Liakakis is a CFP® professional with six years of industry experience. He joined Allworth Financial, L.P. in 2026 after a decade at Sachetta & Callahan, LLC. Outside of his advisory work, he is the owner and president of The Corner Cafe, a restaurant located in Lowell, MA. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a blend of quantitative and qualitative analysis through an Investment Committee to create customized portfolios using a range of investment strategies and offers comprehensive financial and wealth planning services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Megan Swanson is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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 options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Rawad Kassem is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2024. He previously worked at Santander Securities, LLC and Santander Bank, NA, and spent one year at Morgan Stanley. Outside of his advisory role, he is a Notary Public and serves as power of attorney for his brother. 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 provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 17 years. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Timothy Jordan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 31 years of industry experience. He has worked with Eagle Strategies since 2018 and has been operating Jordan Financial and Insurance Services since 2008. Jordan is involved in several community roles, including serving as President of the Haverhill Rotary Club and as a city councilor in Haverhill, MA. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advisory solutions and manages a substantial portion of assets on a non-discretionary basis through a wide network of affiliated representatives within the New York Life affiliate structure.

Stephen Lucero is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.

Miranda Monte is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at PIN Wealth, LLC, where she was a co-owner. Monte spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alicia Shaw is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she has retail experience at Bath and Body Works. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.

Joseph Decarolis Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and with 34 years of industry experience. He has worked at Steward Partners since 2016 and previously at MML Investors Services, Inc. and Northeastern Mutual Life Insurance Company since the early 1990s. He is also the owner of Decarolis Insurance Agency Inc., a property and casualty brokerage. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Matthew Nardone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he has experience in the hospitality industry and education. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs centralized technology and model solutions to manage assets across a broad client base.

Robert Ellison is a financial advisor with Commonwealth Financial Network in Lynnfield, MA. He holds the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has been with Commonwealth Financial Network since 2002. Outside of advisory work, he is involved in fixed insurance sales. 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 provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

James Moriarty is a ChFC® credentialed financial advisor with 22 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has held roles at Fairway Group, LLC, Moriarty Financial Group, LLC, JPM Retirement & Legacy Solutions, LLC, and operates James P. Moriarty, CPA, LLC, providing tax and accounting services. He also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brigid Dolan is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Harborsidegroup LLC, Mass Mutual, and Prudential. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services closely with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jhonatan White is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Charles Schwab, and Sentinel Group. 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 investments from affiliated and third-party managers. The firm provides portfolio management, financial planning support, and uses a technology platform from Envestnet with Pershing as the primary custodian.

Austen Densmore is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC, he worked at Napoli Group McDonalds from 2013 to 2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.