Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Merrill and multiple affiliates of Capital Group, where he has worked continuously since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Kevyn Mosele is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Salem Five Bank, and Citizens Bank. Outside of his advisory work, Mosele has engaged in insurance brokering activities with outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm emphasizes tailored recommendations through multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and previously with Fidelity from 2007 to 2013. Manis is involved with several investment-related activities, including operating under Blackstone Wealth Management and Blackstone Valley Wealth Management as part of his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that combines client goals with a range of investment strategies and third-party managers, supported by proprietary and external technology platforms.

John Agudelo is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at John Hancock Funds LLC and Manulife John Hancock Brokerage Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Neil Gendreau is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Kestra Advisory since 2016 and is also associated with Kestra Investment Services, LLC and Fusion Financial Group. In addition to his advisory role, he is an insurance agent recommending fixed insurance products including annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, investment due diligence, and supports complex products and discretionary trading within its supervisory framework.

William Taylor is a financial advisor with Empower Advisory Group in Grafton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Fidelity Investments Institutional Services Company, Inc. for 25 years and has been with GWFS Equities, Inc. since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base with a higher client-to-advisor workload than many peers.

William Terry III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 63 designation and has 29 years of industry experience. He has been with Eagle Strategies since 2012 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1996. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations that address client objectives and Plan Sponsor criteria.

Matthew Brightman is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 credentials. He has 19 years of industry experience and has worked at Eagle Strategies since 2019, with prior roles at Nylife Securities, Inc. and Nylife Insurance Company dating back to 2006. Outside of advisory work, he is a silent partner in a clothing company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Timothy Demeritt is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. His prior experience includes work with Osaic FA, Inc. from 2008 to 2016. He is based in Franklin, MA. 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, and family office services, employing a long-term investment approach combined with targeted shorter-term trading and oversight of third-party asset managers.

Leudson Veloz is a financial advisor at Eagle Strategies (New York Life) with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with New York Life-related entities since 2015. Outside of his advisory role, Veloz is involved in his family HVAC business as an independent contractor and is a silent partner in an e-commerce venture. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to plan sponsors and retirement investors.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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 range of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Gioscio is a CFP® professional affiliated with Carson Wealth (CWM, LLC) with 8 years of industry experience. His prior roles include positions at John Hancock, Boston Retirement Group, Concord Wealth Management, and Baystate Financial. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement services driven by an Investment Committee that manages model portfolios and tailored investment solutions.

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.

Kyle Gray is a CFP® and CFA® credentialed advisor with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC in Worcester, MA, and previously worked at Fidelity Investments and Mass Mutual Investors Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

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.

Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

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.

Nicholas Silva is a CFP® and ChFC® with 17 years of experience, currently affiliated with Eagle Strategies (New York Life). He has worked with Eagle Strategies since 2014 and New York Life entities since 2011. Silva serves on the board of the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.