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.

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.

Clark Page is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, Page is involved in various business activities related to financial services. 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, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internal management and third-party asset managers.

Jesse Bateman is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2009. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Erin Manganello is a CFP® and holds a Series 65 license with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012. 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 integrates active and passive strategies within an enhanced open architecture framework and offers a range of services including portfolio management, financial counseling, tax compliance, and fiduciary consulting.

Juan Restrepo Vanegas is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, Merrill, and American Consumer Credit Counseling. 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 retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Michael Rossman is a financial advisor with Eagle Strategies (NY Life) in Bridgewater, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2011, respectively. Outside of advisory roles, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, 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 through a network of affiliated advisors within the New York Life affiliate structure.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph McMahon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Bluestone Bank (formerly Bridgewater Savings Bank) since 2012 and has been associated with Infinex Investments, Inc. since 2002. McMahon participates annually in the Bridgewater Savings Bank Charitable Foundation’s golf outing, supporting local charities. 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes client choice in discretionary authority and utilizes third-party promoters and subadvisory relationships.

Susan Plunkett is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of managed account options and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at TD Private Client Wealth LLC, TD Bank, Citizens Bank, and other financial institutions. Outside of his advisory role, he serves as a worship leader at Calvary Baptist Church, where he organizes and performs weekly music for the congregation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, servicing over 127,000 clients with a focus on standardized model and platform services.