David Tonaszuck is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at New York Life Insurance Company, Trend Recon, LLC, SimSpace Corporation, Whittridge Associates contracting for State Street Corp., and LPL Financial. Global View Capital Management serves individuals, trusts, corporations, and retirement plan participants by providing investment advisory and financial planning services. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Purshe Kaplan Sterling Investments, McAdam LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and VOYA Financial Advisors. Waldman also provides insurance advice through a fixed insurance agent role. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management alongside financial planning and consulting, employing a range of passive, active, tactical, and ESG-aware strategies and utilizing third-party sub-advisors and specialist approaches.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

Marc Instrum is a CFP® professional with 13 years of experience in financial planning and wealth management. He is currently with Fortis Capital Advisors, LLC and has prior experience at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

Gary Oman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Great Valley Advisor Group since 2021 and LPL Financial since 2011, and has owned his own CPA practice since 1997, providing tax preparation and accounting services alongside his advisory work. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management along with financial planning and retirement consulting services.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2003 and operates additional business activities under Creative Wealth Solutions and Insurance Services, LLC and Keith, Meadows & Dunn, LLC, focusing on brokering 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 advisory services primarily on a non-discretionary basis through a large network of affiliated advisors. The firm integrates insurance and annuity products within its advisory offerings and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Ronald Judkins is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities/Prudential, New York Life Insurance Co, and Deutsche Asset Management. He is also involved with McAdam LLC, an RIA where he provides financial advice. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, delivering customized client solutions through proprietary programs and third-party platforms.

Joseph Admirand is a financial advisor at Voya Financial Advisors, Inc. in Hanover, MA, with three years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, offering both discretionary and non-discretionary account management.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large 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 distinctive structure that includes a lending marketplace and third-party promoter network.

Daniel Esdale is a CFP® professional with 19 years of experience, currently serving at Commonwealth Financial Network since 2007. He is licensed with Series 63 and Series 66 designations. 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 about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Mark Rowlette 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 operated Rowlette and Associates, LLC DBA South Shore Retirement Services since 1999, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Stuart Weier Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network in Norwell, MA. He has been operating Weier Financial since 1999 and has maintained a concurrent relationship with Commonwealth Equity Services, Inc. throughout that time. Outside of his advisory role, 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 clients. The firm provides a variety of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Charles Murphy III is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been president of Charles F. Murphy, Inc. since 2006, which also operates The Murphy Insurance Group offering property, casualty, and medical insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice-management services.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) in Rockland, MA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been affiliated with Eagle Strategies and New York Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Satuit Boat Club, a nonprofit organization. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Sarah Newell is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Hingham, MA. She is co-owner of Longtide Financial Partners, a private entity engaged in securities, advisory, and insurance business. Her career includes multiple tenures at Commonwealth Financial Network and Samuel Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized indexing options, and various managed account solutions while supporting advisors with operations, compliance, and technology services.

Brian O'Leary is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Eagle Strategies since 2019 and operates Semper Financial Group, LLC for brokering non-registered insurance products. Outside of advising, O'Leary volunteers with the ETS Sponsorship Program to assist transitioning military personnel and serves on the board of Fisher House Boston, which provides lodging for servicemembers and their families receiving medical care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailoring recommendations while managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, a private entity involved in securities, advisory, and insurance business. 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 and back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Eagle Strategies, he held positions at NYSecurities LLC, New York Life Insurance Company, Global Carbon Consulting, XP Asset Management, and Manulife Investment Management. 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, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies through an enhanced open architecture framework.