Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

Yuan Liu is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at KPMG US LLP and SS&C Technologies Holdings. Outside of advising, he is involved with SCORE, a nonprofit organization supporting small businesses. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, managing a mix of discretionary and non-discretionary assets.

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.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Nelson worked at The Colony Group, LLC and spent several years at Northwestern Mutual in various roles. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience and has been affiliated with Eagle Strategies since 2023. Outside of his advisory role, he volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves as a board member assisting with the grant interview process for South Shore Young Professionals. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

Keith Gaffney is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2026, he spent 21 years at TIAA-CREF and TIAA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program structures that integrate in-house and third-party strategies supported by technology and centralized due diligence.

Towera Gondwe is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citizens Securities since 2015. 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 provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Amy Mohan is a CFP® certified financial advisor with 12 years of industry experience. She currently works at Ameritas Advisory Services, LLC and has previously held roles at Ameriprise and UBS Financial Services. In addition to her advisory work, she is involved with Daniel J. Galli & Associates, providing financial planning services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of model portfolios, mutual funds, ETFs, and individual securities.

Peter Gagne is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network and Shadduck Financial Group during his career. He also spends part of his time engaged in fixed insurance sales. 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 a broad range of individual and institutional clients. The firm offers various managed-account programs, access to third-party asset managers, and custody/clearing services, supporting advisors with both internal and external portfolio management options.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.

Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Janney Montgomery Scott since 2012 and previously spent eight years with Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ross Deluca is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors, and Securities America, among others. Outside of his advisory work, he serves as a part-time senior instructor in the Communication department at Bridgewater State University and is Treasurer and a volunteer with the Brockton Symphony Orchestra. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model, delegating investment management to its representatives while providing firm supervision, and offers access to alternative investments, lending solutions, and customized advisory services.

Gregory Williams is a financial advisor at Guardian Life with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife. He is based in Braintree, MA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary and model-based portfolio management, and access to proprietary and third-party investment solutions.

Giuseppe Feraco is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Prior to that, he worked at LPL Financial and Uvest Financial Services Group, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory and brokerage services, including a digital advisory program and a Managed Account program.

Brendan Wright is a financial advisor with Eagle Strategies (New York Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and also operates McGuire and Wright Financial Group LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

John Grimes is a financial advisor with Commonwealth Financial Network in Plymouth, MA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining Commonwealth in 2025, he worked at Retirement Wealth Advisors Inc. for eight years and Nicholas Financial for 28 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, including discretionary model portfolios and customized investment solutions, supported by comprehensive operations, trading, technology, and compliance resources.

Albert Smith Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at Infinex Investments, South Shore Bank, and Santander Securities, among others. Smith has worked with OSAIC Institutions, Inc. since 2001. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.