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 with Guardian Life, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with various Guardian Life entities since 2005 and joined Park Avenue Securities in 2022. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides customized financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms.

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.

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.

Louis Orsatti is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at David Keefe and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis.

Christopher Perry is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Sports Group, Inc. 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 constructs portfolios combining strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Miller is a financial advisor at Eagle Strategies (NY Life) with a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies and related New York Life affiliates in 2024, he worked for Optima Global Search for 23 years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at LPL Financial, Infinex Investments, and Monson Savings Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with multiple investment strategies, utilizing both proprietary and third-party platforms.

Maria Giampietro is a CFP® professional associated with Commonwealth Financial Network, with five years of industry experience. Her prior roles include positions at James N. Ball & Company and Thrivent Financial, among others. 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 over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 66 designation and over 23 years of experience in the industry. Wang has been associated with Eagle Strategies since 2012 and with New York Life since 2003. Outside of advisory work, Wang owns and operates JW Insurance & Financial Services, which brokers group benefits and fixed life insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various restaurants and lounges, including The George and Layali Restaurant & Lounge. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.