Matthew Brightman is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 credentials. He has 19 years of industry experience and has worked at Eagle Strategies since 2019, with prior roles at Nylife Securities, Inc. and Nylife Insurance Company dating back to 2006. Outside of advisory work, he is a silent partner in a clothing company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Jerome Sullivan is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Bank and Apple Corp. His other business activities include serving as a travel advisor for Collette Vacations. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and provides portfolio management, financial planning, and custody services.

Stephen Javaras is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Lion Street Advisors, Lion Street Financial, and Lincoln Financial Securities Corporation. Outside of finance, he is an active NAUI-certified scuba diving instructor and teaches scuba diving. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Leudson Veloz is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of advisory work, he is involved as a silent partner in an e-commerce business and provides contract assistance for a family-owned HVAC mechanical company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering a range of financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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 offers a range of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Gioscio is a CFP® professional at CWM, LLC with eight years of industry experience. His prior work includes roles at Boston Retirement Group, John Hancock, and Concord Wealth Management. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach that integrates in-house investment committees, third-party sub-advisors, and customized investment tools.

Steven Turner is a financial advisor with Empower Advisory Group, holding Series 66, Series 65, and Series 63 licenses and 17 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, Symmetry Financial Group, and Thompson Financial Group. Outside of his advisory work, he spends time selling annuities related to Medicare insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kyle Gray is a CFP® and CFA® credentialed advisor with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC in Worcester, MA, and previously worked at Fidelity Investments and Mass Mutual Investors Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Charles Schwab and Windhaven Investment Management, among others. He is based in Medfield, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Elliott Hughes is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Aldi for nine years before joining the New York Life group of companies. Eagle Strategies serves a diverse clientele including individual investors, institutional and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and primarily manages assets on a non-discretionary basis.

Michael Kershaw is a financial advisor at Guardian Life with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life and its affiliates since 2005, joining Park Avenue Securities in 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios.

Nicholas Silva is a CFP® and ChFC® with 17 years of experience, currently affiliated with Eagle Strategies (New York Life). He has worked with Eagle Strategies since 2014 and New York Life entities since 2011. Silva serves on the board of the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samara Wald is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD, she held roles at Cetera and Pioneer Financial Group. Outside of her advisory work, she serves as an independent contractor in pet care for A Place for Rover, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a range of TD Managed Portfolios combined with affiliated and third-party sub-managers to construct client portfolios.

Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

Leroy Millet is a financial advisor with Commonwealth Financial Network in Maynard, MA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Commonwealth since 2012 and has also worked at Midlsex Savings Bank since 2005. In addition to his advisory role, he is involved in fixed insurance sales conducted from the branch office. 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 managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Stanislav Geyyer is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at BofA and Merrill Lynch from 2015 to 2026 before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Justin Jones is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and has worked at several firms including Brian James Financial Services, Inc. and Gwfs Equities, Inc. His experience spans various roles within investment advisory firms. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Raymond Lucas III is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. His prior roles include positions at LPL Financial LLC and The Vanguard Group, Inc. He also has experience working at the University of Delaware and in various other sectors. 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 customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income, employing a long-term investment approach supplemented by shorter-term trades for rebalancing or liquidity needs.