Steven Turner is a financial advisor with Empower Advisory Group, holding Series 66, 65, and 63 licenses and 17 years of industry experience. His prior roles include positions at Foundations Investment Advisors, Thompson Financial Group, Symmetry Financial Group, and Northwestern Mutual Investment Services. Outside of his advisor role, he is involved in selling Medicare insurance annuities through Combined Benefits United. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select 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.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 63 licenses and has 22 years of industry experience. His prior roles include positions at Charles Schwab & Co., Charles Schwab Investment Advisory, Windhaven Investment Management, ThomasPartners, and MFS Institutional Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab’s asset allocation models and internal research tools, providing tailored recommendations without exercising discretionary trading authority.

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 with Guardian Life, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with various Guardian Life entities since 2005 and joined Park Avenue Securities in 2022. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides customized financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms.

Tina Cicci is a financial advisor with Carson Wealth in Foxboro, MA, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at Cetera Wealth Services, LPL Financial, and DC Advisors. Outside of advisory work, she serves as head coach for youth cheerleading with Walpole Youth Football & Cheer. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, combining fundamental and technical analysis to support tailored investment solutions for corporate, institutional, and high-net-worth clients.

Samara Wald is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds the Series 66 designation and has worked at several firms including TD Bank N.A., Cetera, and Pioneer Financial Group. Outside of her advisory role, she serves as an independent contractor for a pet care business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

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.

Justin Jones is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and has worked at several firms including Brian James Financial Services, Inc. and Gwfs Equities, Inc. His experience spans various roles within investment advisory firms. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Andrew Harmon is a financial advisor at AE Wealth Management, LLC with six 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. Outside of advisory roles, Harmon is an independent insurance producer involved in sales and client reviews of various insurance products. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies while supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Ryan Huard is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Farther and previously held roles at Commonwealth Financial Network and Sentinel Securities. Outside of his advisory work, he is president and owner of Huard Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Michael Barry is a financial advisor with Eagle Strategies (NY Life) based in Walpole, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Barry Financial, LLC since 2006 and has been affiliated with New York Life and its securities subsidiary since the early 1980s. Outside of advisory work, he is involved in insurance brokering and holds an officer-passive investor role in NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types focused on tailoring recommendations to client goals and Plan Sponsor criteria, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.

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.

Christopher Perry is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Sports Group, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation using both affiliated and third-party sub-managers.

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.

Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at LPL Financial, Infinex Investments, and Monson Savings Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with multiple investment strategies, utilizing both proprietary and third-party platforms.

Tejas Borse is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and First Republic Investment Management. He has been with Commonwealth since 2019. 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 customized portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michelle Cote is a financial advisor with Commonwealth Financial Network in Whitinsville, MA. She holds a Series 66 designation and has been with Commonwealth since 2026. Her background includes diverse roles outside finance, such as working at Den Brae Golf Course and Muffin House Cafe, as well as involvement with several community organizations and local schools. 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 roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party managers, and custodial services, enabling advisors to implement portfolios tailored to client goals and risk tolerance.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various restaurants and lounges, including The George and Layali Restaurant & Lounge. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.