Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Gwfs Equities, Inc. since 2015. Shepard joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base relative to its advisor headcount.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies, third-party managers, and private funds within a tax- and fee-sensitive framework.

Justin Desantis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has been with Ameritas Advisory Services since 2021 and has prior experience at MacDonald Insurance and Financial Services. Outside of his advisory role, he officiates hockey games. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions through model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Matthew Pettine is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 12 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Pettine volunteers as a swim coach for the Easton Special Olympics. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

Adam Zandonella is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Bain Capital LP from 2015 to 2020. Adam also engages in insurance brokering through McGuire & Wright Financial Group LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Stephen Carrigg is a CFP® professional with eight years of experience in the financial services industry. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. His prior experience includes roles at Liquid Capital Inc, Commonwealth Financial Network, and Fidelity Investments. Integrated Wealth Concepts LLC 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 a primarily long-term investment approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

Ruslan Burshteyn is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and also operates Stowbrook Business Solutions, providing accounting services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, consulting, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a range of sponsored model and wrap-fee options.

Richard Kelly is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience and has been associated with New York Life and its related entities since 1992. Outside of his advisory work, he serves as a Town of Norwood meeting member involved in budget review. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Ritchie is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at True North Financial Partners, Ritchie Financial, Nylife Securities Inc., and New York Life Insurance Company. He serves as an officer and director for Boston Area Youth Soccer. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Mateusz Poluha is a Series 66 credentialed advisor at Empower Advisory Group with one year of industry experience. His prior roles include positions at Empower Financial Services and academic and community organizations such as the Isenberg School of Management at UMass Amherst and the DEFA Film Library. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Laura Fleming is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes previous roles at LPL Financial, Lincoln Financial Distributors, Voya, and several other firms. Integrated Wealth Concepts LLC 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 a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

James Ball is a financial advisor with Commonwealth Financial Network in Westborough, MA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has worked at Commonwealth Financial Network since 1986 and has operated James N Ball & Company, Inc. since 1999. Ball serves on the board of directors for Avidia Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational and compliance support to affiliated advisors.

Meghan Beatty is a financial advisor at Hightower Advisors with a Series 65 designation and four years of industry experience. She has worked at Hightower Advisors since 2022 and previously held positions at Morgan Stanley, Eaton Vance, and RSM. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Ryan Damaso is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and is also involved with Treeful Damaso Ancieto, Inc., a CPA affiliate program. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Pamela Destefano is a financial advisor with Eagle Strategies (NY Life) and holds Series 63, 65, and 66 designations. She has 29 years of industry experience, including roles at Nylife Securities LLC, New York Life Insurance Co, 20/20 Capital Management, and Ameritas Investment Corp. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Yanzhi Gong is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and eight years of industry experience. Gong has worked with NYLIFE Securities LLC since 2018 and has been associated with Boston University since 2016. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and a predominantly non-discretionary asset management approach.

Brooke Fleming is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her work history includes roles at EverRise since 2024 and at Ball Financial Services/James N Ball & Company from 2014 to 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, third-party asset manager access, and custody services.