Kawtar Slaoui is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs strategic and tactical asset allocation through TD Managed, Guided, and Premier Guided Portfolios, utilizing both affiliated and third-party sub-managers.

Brian Hertzberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Commonwealth Financial Network and Ames Financial Services in multiple periods since 2010, and previously held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Hertzberg is also involved in fixed insurance sales as an agent under the name Ames Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

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.

Joseph Tallman is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. His prior work includes roles at Sowa Financial Group, Dave's Marketplace, Bryant University, and Community College of Rhode Island. 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 that includes managed-account programs, third-party asset manager access, retirement consulting, and custody 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.

Andrew Wood is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities since 2022, with previous roles at Citizens Bank, Merrill, and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Gwfs Equities, Inc. since 2015. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Brian Gotta is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been involved with United Planners since 1990. Gotta is president of Gotta Retirement Services, Inc. and also serves as a notary public. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. 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 advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Francis Mc Manus is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in youth basketball tournament admissions through Zero Gravity Basketball and serves as a board member and ambassador for the Walpole Chamber of Commerce. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a range of investment strategies and provides financial planning, portfolio management, and specialized advisory services through its CLASSIC Plus platform.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. 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 broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Laura Gustafson is a financial advisor at Allworth Financial, L.P., with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Shorepoint Capital Partners LLC, SK Wealth Management, LLC, and Forbes Financial Planning. Gustafson also serves as an adjunct faculty member at Rhode Island College, lecturing at the graduate level. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Yuan Liu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at SS&C Technologies Holdings, Fin Tacs LLC, SCORE, Debtmerica, KPMG US LLP, World Financial Group, Inc., and JP Morgan Chase. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Rodney Kornegay is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been associated with Eagle Strategies since 2020 and operates Kornegay Kapital Group, LLC, through which he provides financial and insurance services. Outside of his advisory work, Kornegay serves on the boards of the Rotary Club of Bridgewaters, the Camala Foundation, and the Fuller Craft Museum. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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, operating within the integrated New York Life affiliate network.

Federico Berruto is a CFA® charterholder affiliated with Money Concepts Capital Corp and has prior experience at Harbourvest Partners, State Street Associates, GMO, and Rise North Capital. Although new to his current advisory role, he has a professional background spanning several years in the financial industry. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Joseph Carney Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and has operated Joseph M. Carney CPA since 2000. 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 back-office support including operations, trading, technology, investment management, compliance, and practice-management services. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Keith Gaffney is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2005 to 2026. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology tools and centralized due diligence.