Peter Crinella is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked previously at Northwestern Mutual and Petruzelli Financial Services. Outside of finance, he was involved with the Guildford Flames Hockey Club from 2022 to 2024. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led and model-based strategies, supported by proprietary and third-party platforms.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. 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 provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Fabrice Montissol is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2021 and has experience in education with Boston Public Schools and Davis Leadership Academy. Eagle Strategies serves a diverse client base, including individual and institutional investors, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Ganeles is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Ferris Capital, LLC and FIDELITY Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Hirokazu Onuma is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the ChFC® and Series 63 designations and has 15 years of industry experience. Prior to his current role, he was an educator at the Japanese Language School of Greater Boston, a nonprofit that serves the local Japanese community. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Raymond Lucas Jr. is a CFP® professional with 39 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. He is also associated with LPL Financial over the same period. In addition to his advisory work, he has been a seminar guest speaker since 2014. Integrated Wealth Concepts LLC is part of a larger enterprise serving individuals, 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 customized portfolio construction with a long-term investment approach supported by internal management and third-party asset managers.

Kristine Schofield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Commonwealth since 1999 and also has experience with EverRise and James N. Ball of Ball Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

John Quinn is a CFA® charterholder with 17 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2021, following five years at Wells Fargo Clearing. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture selection process focused on asset allocation and manager due diligence.

Michael Hurley is a financial advisor at Eagle Strategies (NY Life) with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with New York Life and its affiliated entities since 2017. Hurley owns and operates Fort Independence Financial & Insurance, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

Anthony Melo is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 license and two years of industry experience. He previously worked for Keurig Dr Pepper for ten years before transitioning to financial services. Melo operates under the DBA Fairway Group LLC for the purpose of selling New York Life products and services. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Ball is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at Ball Financial Services and Commonwealth Equity Services, Inc. since 1987. Outside of his advisory role, he is a corporator for Avidia Bank and co-owner of private entities involved in commercial real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management services, while offering a range of investment programs including discretionary model portfolios and personalized indexing options.

Robert Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA. He holds the CFP® designation and has 37 years of industry experience. Hoey has led Hoey Wealth Management since 1999 and previously worked at Marsh Kemp Insurance for over three decades. Outside of his advisory work, he serves as a football coach at Auburn High School. 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 over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services including trading and reporting.

Michelle Hallenbeck is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 11 years of industry experience. She has been with Private Advisor Group and affiliated firms since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm uses a fiduciary-based model combining client goal assessment with portfolio management or manager selection, and employs a variety of investment strategies and technology platforms.

Margaret Benison is a financial advisor with Commonwealth Financial Network in Shrewsbury, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has operated Benison Financial Services since 1998 and is also affiliated with Commonwealth Equity Services, Inc. She is involved in fixed insurance sales through her DBA, Benison Financial Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and model portfolios, supporting advisors with operations, trading, technology, compliance, and practice management.

Christopher Eppich is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and Atlantic Planning Group LLC, where he provides financial planning and personal financial solutions. Eppich is also involved in brokering non-registered insurance products through Ash Brokerage. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement investing.

Martin Michaud is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at multiple firms including New York Life Insurance Co., Citizens Securities, Inc., and currently operates Michaud Wealth Strategies, LLC. Outside of his advisory role, Michaud serves as the President of the BNI Genesis Chapter and is an ordained minister through the Universal Life Church. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulatory standards.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at M&T Bank and New York Life Insurance Company. Outside of financial advising, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Benjamin Halpern is a Certified Financial Planner® with 25 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, MassMutual, TIAA, LPL Financial, and Cetera Investment Services. 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 select retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their planning approach.

Robert Shoff is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 66 and Series 63 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he owns a rental property listed on Airbnb. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian De Acetis is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the CFP® certification and the Series 66 license. His prior roles include three years at Lincoln Financial Advisors and a variety of positions outside financial services, including work at United Parcel Service and Jacobs Tree Service. 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 hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.