Matthew Murphy is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation across equity, balanced, and fixed-income portfolios.

Michael Rossman is a financial advisor with Eagle Strategies (NY Life) in Bridgewater, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2011, respectively. Outside of advisory roles, he is appointed as an insurance broker for 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 retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through a network of affiliated advisors within the New York Life affiliate structure.

Kevin Guinan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked at Integrated Wealth Concepts since 2025 and concurrently operates Guinan & Associates, a CPA firm he has been running since 2015. 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 discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, using customized portfolios and a combination of internal management and oversight of third-party asset managers.

Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph McMahon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Bluestone Bank (formerly Bridgewater Savings Bank) since 2012 and has been associated with Infinex Investments, Inc. since 2002. McMahon participates annually in a charitable golf outing for the Bridgewater Savings Bank Charitable Foundation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a 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 combination of discretionary and non-discretionary account management.

Edward Burnett is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his current role, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. Burnett serves as a board member for several community organizations in Little Compton, Rhode Island, including the Little Compton Business Owners Networking Group and the Scholarship Little Compton Board. Eagle Strategies serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Mc Vay is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, American United Life, and Metlife Securities, and he serves on the Board of Directors for House of Hope, a nonprofit focused on ending homelessness. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-driven tools to implement investment recommendations across various account types.

Richard Bergeron is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Beacon Investment Services, Bank Rhode Island Investment Services, Bluestone Bank, and several other financial institutions. Bergeron also engages in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and custody/clearing services.

Kevin Mc Nair is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently works with Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, Ameriprise, and MSI Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that builds strategic model portfolios and employs third-party managers.

Stephen Connaughton is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer & Co. since 2004. He holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including asset management, consulting, and retirement planning, delivered through both discretionary and non-discretionary approaches.

Edward Pegram IV is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds the Series 63 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management and financial planning, employing a mix of model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized service divisions.

Amanda Chartier is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Toll Gate Capital Advisors, LLC, and prior experience outside the financial industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting services.

Kevin Vieira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at LPL Financial, Bank of Rhode Island, and Beacon Investment Services. He also spends a portion of his time engaged 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 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

William O'Donnell is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles with LBC Financial Group, LLC since 2019, as well as with Nylife Securities LLC and New York Life Insurance Company since the early 2000s. O'Donnell also operates LBC Financial Group, LLC, which focuses on brokering non-registered insurance products alongside New York Life offerings. 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 delivers advice through various program types, emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis.

Morel Mahotiere is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2008 and has served as an insurance broker for non-registered products since 2022. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Luis Decastro is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Eagle Strategies since 2021 and has worked at NYLife Securities Inc. and New York Life Insurance Co. since 2004. Outside of his advisory role, Decastro coaches high school soccer at La Salle Academy and volunteers with the Portuguese Social Club. 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 multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jeffrey Causey is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with TIAA and TIAA-CREF since 2013. Outside of his advisory role, he coaches youth soccer for the New England Revolution Academy. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory.

Stephen Dipardo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 15 years before joining Commonwealth and Gather Wealth Strategies. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple program options.

Gerald Hall is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 49 years of industry experience. He has worked at Eagle Strategies since 2002 and has held prior roles with Lifetime Financial Group, Nylife Securities Inc., New England Life, and New York Life. Hall serves as a board member of both the Southeast Massachusetts Council on Addiction and the University of Massachusetts Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Mark Boccuzzi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is co-owner and senior vice president of Toll Gate Capital Advisors, LLC, and co-owner of RAMZ Associates, LLC, a commercial real estate management entity in Warwick, RI. 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 variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider.