Russell Broad is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds ownership and a treasurer position at Trico Inc, a contracted service provider for FedEx Ground. Additionally, he is a partial owner of a harness racing horse, which he owns as a hobby with family members. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Colleen Tchorz is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Guaranty Mortgage Corp from 2016 to 2019. Tchorz has been with Empower Retirement since 2019. 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 clients. The firm’s approach integrates proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions within a large, scaled platform.

Scott Harrison is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Santander Securities and People's United Advisors. Harrison is currently based in Woburn, MA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Sean Condon is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 credentials. He has 17 years of industry experience and has also operated Condon Financial & Insurance Services. Condon serves as a board member and treasurer for The Wilson House, an organization dedicated to preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable entities. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Erik Olson is a CFP® professional affiliated with Commonwealth Financial Network, based in Andover, MA, with 27 years of industry experience. He has been associated with Olson Financial Group and Commonwealth Financial Network since 2003. His other business activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Lori Ann Garside is a Series 66-licensed financial advisor at VALIC Financial Advisors with three years of industry experience. She previously worked at MainePERS for 27 years and currently holds a position as an agent at Agia, where she is involved with non-securities insurance products. VALIC Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Jonathan Ayres is a financial advisor with Eagle Strategies (NY Life) in Georgetown, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2019 and has a concurrent affiliation with Nylife Securities LLC and New York Life Insurance dating back to 2008. Ayres also operates Ayres Financial & Insurance Services, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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 provides a range of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Jonathan Ayres is an investment adviser representative with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 designations and has 42 years of industry experience. His career includes long-term roles at Nylife Securities LLC and New York Life Insurance Company, as well as operating Ayres Financial & Insurance Services since 2009. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Craig Eaton is a certified public accountant affiliated with Integrated Wealth Concepts LLC, where he has worked for three years. He has prior experience with Granite Peak Associates, Inc. and Moody, Famiglietti & Andronico, spanning over two decades. His professional background includes accounting alongside his financial advisory roles. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

David Hanafin is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Northern Bank & Trust for 19 years followed by over a decade at Infinex Investments, Inc. Hanafin is also involved in insurance-related activities, serving as a liaison for various insurance agencies connected to banking services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model that combines firm supervision with delegated account management.

Edward Silbert is a CFP® professional with 43 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Pinnacle Private Wealth, LLC and Fidelity Brokerage Services, Inc. Outside of advising, he manages a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting through a large advisor network and a range of program options that combine passive and active investment strategies.

Karen Weinhold is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Andover, MA, with 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and has held roles at TD Bank, N.A. since 2005, totaling 18 years at the firm. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bolton Securities Corporation, Bolton Global Capital, and Wells Fargo Advisors. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management with both advisor- and firm-managed strategies, and access to third-party managers, supported by an in-house Investment Management & Research team.

Marybeth Breed is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 12 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options.

Erin Widell is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network since 2011. She also has a longstanding association with Axial Financial Group, where she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform of operations, technology, and investment management.

Michael Edwards is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor with Hightower Advisors and previously worked at Municrest Investment Management Company, LLC and Boston Hill Advisors, Inc. Outside of his advisory role, he serves as an editor for the New Hampshire sections of an internet-based magazine focused on outdoor sports. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a manager selection and multi-manager approach that includes both affiliated and third-party managers across various investment vehicles.

Christopher Indrisano is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.