Todd Fischer is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and acts as a trustee for The Jitterbug Irr Trust, overseeing the scheduling and upkeep of a summer cottage. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Wheeler is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of experience in the industry. He also owns and operates Thomas Wheeler CPA, a separate accounting practice he has managed since 1990. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, supported by a comprehensive due-diligence process and relationships with major custodians.

Scott Fishman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he is a co-owner of Cinagogue LLC, a film production company based in Seattle, WA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a range of investment programs including discretionary model portfolios and customizable solutions.

Mark Boldeia is a financial advisor with Commonwealth Financial Network in Leominster, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2012. 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 wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Simon Ellis is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to his current role, he has worked with Bright Future Financial, LLC, Nylife Securities, LLC, and New York Life Insurance Co. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages a fundraiser page supporting cancer awareness. 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 and offers a range of programs, with most assets managed on a non-discretionary basis, operating within the New York Life affiliate structure.

Michael Davis is a financial advisor with Eagle Strategies (NY Life) in Leominster, MA, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He is the owner of Bright Future Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Davis is also involved in industry advocacy as a board member and Grass Roots Co-Chair for NAIFA MA and participates in the Government Affairs Committee for the North Central MA Chamber of Commerce. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing 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, operating within an integrated New York Life affiliate structure.

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Domenic Bosco is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of financial advising, his background includes roles in sports and hospitality sectors, such as with FMC Ice Sports and Sterling National Country Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Brittney Santos is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Integrated Wealth Concepts and affiliated firms since 2016. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Stephen Javaras is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Lion Street Advisors, Lion Street Financial, and Lincoln Financial Securities Corporation. Outside of finance, he is an active NAUI-certified scuba diving instructor and teaches scuba diving. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Nathan Bilotta is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years and Equitable Advisors, LLC for two years. Outside of advising, he serves as a youth and high school football referee. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Casey Head is a financial advisor with Principal Financial Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, Casey serves as President and CEO of White Stag Martial Arts and writes a blog called The Country Gentleman focused on rural living, culture, and history. He is also a member of the Fitzwilliam Town Planning Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

Eliseo Fuentes is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has also been associated with Bright Future Financial, LLC, where he operates under a DBA name to sell New York Life products and services. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through multiple program types and manages the majority of its assets on a non-discretionary basis.

Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors. He is also involved with Workers Investments & Planning Solutions, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-supported investment solutions.

Amanda Melanson is a financial advisor with Edward Jones in Gardner, MA, holding the ChFC® designation and Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Christine Pelletier is a financial advisor at Edward Jones in Leominster, MA, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Raymond Croteau is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 15 years at Commonwealth Financial Network and Croteau Financial, a firm he owns and operates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public finance advisory work.

Michael Sadowski is a financial advisor at Edward Jones in Gardner, MA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Pyrotecnico LLC and Solmetex LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Ronald Troie is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial career, he spent ten years at Mechanical Management, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.