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 nine years of industry experience. She previously worked at Infinex Investments, Inc. and Monson Savings Bank before joining Private Advisor Group and LPL Financial in 2018. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and supporting held-away account management through technology partnerships.

Maria Giampietro is a CFP® with five years of industry experience, currently advising clients through Commonwealth Financial Network. Her prior experience includes roles at James N. Ball & Company, Thrivent Financial, and Summit Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support, providing a comprehensive platform for both individual and institutional clients.

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 held various positions in the restaurant and hospitality sector. 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 national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.

Salvatore Lombardi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameritas Advisory Services since 2022 and has also worked with affiliated Ameritas entities since 2013. Outside of his advisory role, Lombardi is a licensed independent insurance agent providing long-term care and life insurance products, and he is involved in recruiting, training, and developing agents through American Financial Partners. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

James Mcdermott is a financial advisor with Commonwealth Financial Network based in Westborough, MA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes over two decades at Commonwealth Financial Network, with a recent role at James N Ball & Company. 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 back-office support, including investment management, technology, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Oliver Cragan is a CFP® with 11 years of industry experience currently advising clients at Moneta Group Investment Advisors, LLC. His prior roles include positions at The Berry Group and Wells Fargo Advisors. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department to deliver tailored, diversified multi-asset allocations and ongoing portfolio monitoring.

Edward Gay is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has prior experience with LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Gay has a non-variable insurance business activity in Worcester. Integrated Wealth Concepts LLC 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, family office services, and retirement plan advisory, employing a long-term investment approach combined with model and wrap fee programs.

Gregory Wood is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Wood has been with Eagle Strategies since 2022 and has worked with Nylife Securities LLC and NYL since 2011. He is a Junior Warden at the Massachusetts Freemasons' St. Alban's Masonic Lodge, where he participates in finance committee meetings and helps lead community events. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Eric Brisebois is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory role, Brisebois volunteers as a soccer coach for the Arlington Soccer Club. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Jennifer Lynch is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2015, with a two-year period at Grandview Partners, and has been associated with PlanWise Financial Group since 2021. Outside of her advisory work, she serves as an authorized signatory for Rising Star Athletics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Jason Wong is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Merrill from 2014 to 2019 and has been with GWFS Equities, Inc. since 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Fazal Hussain is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding CPA credentials and two years of industry experience. He has prior experience at Lantheus Holdings Inc, CliftonLarsonAllen LLP, and KPMG, and is a partner at his own CPA firm, Fazal Hussain CPA PC. Integrated Wealth Concepts 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, using customized portfolios with a long-term investment approach.

Brian Ganger is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He previously worked at Ball Financial and operates Brian James Financial Services, Inc., an entity related to his securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, and custody services.

Kathryn Vaughn is a financial advisor with Commonwealth Financial Network in Newton, MA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Commonwealth Financial Network since 2016. 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, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, technology, and compliance support to affiliated advisors.

Sarah Berry is a financial advisor at Moneta Group Investment Advisors, LLC with 47 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors and The Berry Group. Outside of her advisory role, Berry serves as a selectman for Cuttyhunk Island, Massachusetts, where she manages town affairs and oversees municipal operations. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department, emphasizing diversified multi-asset allocations and ongoing monitoring.

John Schuler is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at TIAA-CREF and TIAA since 2014, with prior positions at Charles Schwab and Charles Schwab Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing both model and customized portfolios while acting as adviser to the TIAA Donor Advised Fund.

Christopher Hovey is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and Ball Financial Services Company. Hovey has been associated with Commonwealth Financial Network since 2017. 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 and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Michael Merrick is a financial advisor at GWN Securities Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2015. Merrick is also licensed as a life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset-allocation and legacy market-timing strategies.