William Neville is a financial advisor with Eagle Strategies (NY Life) based in Nashua, NH. He holds a Series 63 designation and has 44 years of industry experience. His career includes long-term roles with NYLife Securities LLC since 1982 and New York Life Insurance Company since 1971. Neville also operates Neville Financial Group, focusing on life annuities, variable, and mutual products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. 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 provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeremy Lathrop is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cco Investment Services Corp, TD Ameritrade, Inc., and Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, alongside managed account programs and commission-based brokerage services.

Zuleyka Feliz is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. She has been with Hornor Townsend & Kent since 2014 and also has experience with Penn Mutual Life Insurance Company dating back to 2013. Outside of her advisory role, she is an office administrator for an insurance brokerage and is proprietor of a realty business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored financial planning and investment management, utilizing third-party asset managers under a dual SEC-registered adviser and FINRA broker-dealer structure.

Matthew Cameron is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2021, following 12 years at American Funds Distributors, Inc. and one year at BrownDorf PEM, LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and a managed account program.

Kelly Carpenter is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes multiple roles at Citizens Securities and Citizens Bank, as well as bookkeeping experience at BBA Bookkeeping. Outside of his advisory work, he is involved with Twisted Hardscapes, an LLC where he handles administrative duties. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program, operating within a bank-owned enterprise.

Patrick Mckallagat is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked at Eagle Strategies since 2013 and also operates under the DBA Third / 3rd Financial Partners, LLC, focusing on selling New York Life products and brokering non-registered insurance products. Additionally, he is a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. 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, and consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.

Nathaniel Smith is a financial advisor with Empower Advisory Group in North Andover, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing while serving a large participant base relative to its advisor count.

Grace Moleski is a CFP®-certified financial advisor with six years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Pathstone Family Office, Ameriprise Financial Services Inc, and GEN Financial Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Costa II is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at GWFS Equities, Renewables Worldwide, and Pella Windows and Doors. Outside of his advisory work, Costa occasionally performs paid musical gigs and bartends at a live music venue. 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 employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John Howard Jr. is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Howard is also affiliated with Rocco Insurance and Financial Group, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers a range of programs, including fee-based hourly advice and co-advisory relationships, with most assets managed on a non-discretionary basis.

Christopher O'Day is a financial advisor at Integrated Wealth Concepts LLC with 2 years of industry experience. He previously worked at LGA, LLP and ALL CPAs and has been involved with the Massachusetts Society of CPAs since 2010. Outside of advising, he serves as Director of Marketing for LGA LLP, a CPA and business advisory firm. 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 with customizable portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Joseph Hayes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to that, he spent 11 years at Boston Hill Advisors, LLC. He also has a background in brokerage, life, and health sales dating back to 1995. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to build customized portfolios.

James Fahey is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including at Lightpath and several educational institutions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brandon Lund is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at ALDI Inc. from 2014 to 2017. Brandon is based in Salem, New Hampshire. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Esdale is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has led Esdale Wealth Advisors since 2006. Outside of advisory services, he is the managing member and sole owner of Claros Financial Services, LLC, an entity involved in processing securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Brian Gaumont is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Santander Securities, LLC, Santander Bank, NA, LPL Financial, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary business lines, including a digital advisory program and a Managed Account program.

Corey Landry is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Ameriprise Financial Services, Edward Jones, Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he co-owns Not Your Average Brick Brothers, a business focused on buying and reselling items on Amazon, primarily LEGO products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and delivers services including portfolio management, financial planning, and custody through third-party custodians.