Adam Firely is a CFP® professional with eight years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2021. Prior to this, he worked at myCIO Wealth Partners, LLC from 2016 to 2020. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax and fee sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

William Bradford is a Series 66-licensed financial advisor at Empower Advisory Group with 17 years of industry experience. His career includes positions at firms such as Citizens Securities, Santander Securities, Kestra Financial, and Carson Wealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Attar Chalif is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, MA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Rockland Trust Company and Fisher Agencies of American Income Life. Outside of his advisory role, he serves as a board member and chapter leader for Networking Group USA, where he hosts meetings and supports members in building professional connections. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of programs tailored to client objectives, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Fratello is a financial advisor at Independent Financial Group, LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at H. Beck, Inc. for 32 years, followed by Grove Point Investments, LLC and Grove Point Advisors, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides advisory programs via its AccessPoint platform and third-party asset managers.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

William Weydemeyer is a CFP® professional with 13 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across a range of private and registered funds.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at GWFS Equities, John Hancock, and Santander Securities and Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Erik Oleary is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and NYLife Securities LLC, among others. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to manage approximately $15 billion in regulatory assets under management.

Daniel Galli is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has worked with multiple firms including Goldman Sachs and PFE Advisors, Inc., and has operated his own practice, Daniel J Galli & Associates, since 1986. Galli is also an instructor and guest lecturer at Boston University, where he conducts online educational webinars and updates courses on retirement planning and employee benefits. He serves as President of the Financial Planning Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a diverse client base.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, 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 plan services.

David Lucier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior roles include positions at Janus Distributors LLC, Dane Street, and RFS Partners. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. 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, family office, and retirement plan advisory services, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC based in Hingham, MA. He holds a Series 65 designation and has 18 years of industry experience. He has been with The Colony Group, LLC since 2000. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset classes.

Lori Moncada is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 18 years of industry experience and has worked at various entities within the Bankers Life organization since 2005. In addition to her advisory role, she is licensed as a life and health insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Brandon Arnold is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, alongside a range of specialized investment programs and fiduciary services.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. In addition to his advisory role since 2022, he has significant involvement in early childhood education, serving as a site coordinator at Kiddosland Child Development Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Robert Phinney Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Raymond James and Associates for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.