Daryl Marsden is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding a Series 65 license and three years of industry experience. Prior to joining Stratos in 2023, he worked at Veritas Boston Wealth Management and BNY Mellon, where he spent 15 years. Stratos Wealth Advisors is a multi-team SEC-registered firm with about 71 advisors managing approximately $5.57 billion in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized financial planning and portfolio management through a network of independent advisory representatives and maintains strategic affiliations with SEI entities that provide access to proprietary products and platforms.

David Tonaszuck is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Global View Capital Management, he worked at New York Life Insurance Company and Trend Recon, LLC, among other firms. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and technical signals to guide investment selection and offers a range of managed account options, including a low-cost, ETF-only platform.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Inc, McAdam LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Waldman also provides insurance advice based on client needs. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios using passive, active, tactical, and blended strategies, including ESG options.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Marc Instrum is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. He also provides insurance advice tailored to client needs as part of his professional activities. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, managing accounts primarily on a discretionary basis through a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Gary Oman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Great Valley Advisor Group since 2021 and LPL Financial since 2011, and has owned his own CPA practice since 1997, providing tax preparation and accounting services alongside his advisory work. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management along with financial planning and retirement consulting services.

Timothy Couture is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He currently works at Compound Planning, Inc. and previously held roles at First Citizens Bank, Silicon Valley Bank, Goodman Advisory Group, LPL Financial, and Weston Financial Group. He is also a licensed insurance agent. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a risk-based investment approach that combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jason Wojciechowski is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio and customized portfolio management, operates a donor-advised fund, and applies a fiduciary standard to its advisory services.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with firms including Creative Wealth Solutions and Insurance Services, LLC, Keith, Meadows & Dunn, LLC, Nylife Securities, and New York Life Insurance Company. Outside of advisory roles, he is engaged in insurance brokering and property & casualty sales through affiliated entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a significant portion of assets on a non-discretionary basis, working extensively with plan sponsors and retirement investors.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

Ronald Judkins is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Edward Jones, Pruco Securities/Prudential, and New York Life Insurance Company. Judkins has also been involved with McAdam LLC, an RIA firm, where he provided financial advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has five years of industry experience and has worked at various firms, including Citizens Securities Inc. and Pruco Securities LLC. He is also the owner and director of Tax Express Group, a tax preparation business operating since 1999. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that include discretionary and non-discretionary management options. The firm operates as both a registered broker-dealer and a registered investment adviser, supporting individual and institutional clients with a wide range of investment and retirement solutions.

Joseph Admirand is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. Voya Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a variety of advisory services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large 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 distinctive structure that includes a lending marketplace and third-party promoter network.

Daniel Esdale is a CFP® professional with 19 years of experience, currently serving at Commonwealth Financial Network since 2007. He is licensed with Series 63 and Series 66 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Mark Rowlette is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has operated Rowlette and Associates, LLC DBA South Shore Retirement Services since 1999, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Stuart Weier Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network in Norwell, MA. He has been operating Weier Financial since 1999 and has maintained a concurrent relationship with Commonwealth Equity Services, Inc. throughout that time. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Charles Murphy III is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been president of Charles F. Murphy, Inc. since 2006, which also operates The Murphy Insurance Group offering property, casualty, and medical insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice-management services.