Jacob Battersby is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has one year of industry experience. His career includes roles at Atlantic Planning Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he assists with back-end support for his wife's online fitness coaching business. Eagle Strategies serves a diverse range of individual and institutional clients, 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 within an integrated New York Life affiliate structure.

Jeffrey Corey is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Claro Advisors LLC, Mutual Securities Inc, and Stifel Nicolaus & Co Inc. Outside of his advisory role, he operates as an independent insurance agent providing life, health, and variable insurance solutions. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, utilizing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income while maintaining assets with third-party custodians.

Diego Bello is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding CPA credentials and five years of industry experience. He has been with Integrated Wealth Concepts since 2021 and also operates Diego A. Bello, CPA PC, which he has managed since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of customized portfolios and third-party asset managers while maintaining a long-term investment approach.

Michael Hanley is an advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Kestra Advisory since 2006 and has held roles at Berkshire Equity Sales, Inc. and FMG Financial Services dating back to 1989. Outside of his advisory work, Hanley manages Oakley Properties, LLC and participates as a customer attending board meetings at Avidia Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Magdeleine Guiney is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to her current role, she held positions at Benison Financial Services and Dell Technologies. 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 about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Lauren Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has worked at Commonwealth Financial Network since 2016 and is also associated with Joe Sent Me. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. 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 customizable investment solutions, while providing operational, trading, compliance, and practice-management support.

Elisabeth Zimmerman is a CFP® with 22 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and spent 36 years previously at O'Brien Wealth Partners LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, while also offering specialized programs and educational initiatives.

Richard Rosenthal is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at The Colony Group and Capital Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Casey Green is a financial advisor with Money Concepts Capital Corp in Worcester, MA, holding Series 63 and Series 65 licenses and three years of industry experience. In addition to advising, Casey works as a personal trainer at Impact Fitness. Money Concepts Capital Corp is an enterprise-scale advisory firm managing approximately $4.07 billion in client assets across a broad client base including individuals, pension plans, and corporations, offering model-driven and asset-allocation investment programs with services that include both advisory and brokerage functions.

Elizabeth Hansen is a financial advisor with Empower Advisory Group holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Righthand Capital, UBS Financial Services, Merrill, and Morgan Stanley. She is based in Natick, MA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, offering integrated services aligned with Empower’s recordkeeping and administrative platforms.

Nathan Ballentine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life, and affiliated businesses dating back to 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Stephanie Mccann is a financial advisor with Commonwealth Financial Network in Waltham, MA. She holds the Series 66 designation and has 16 years of industry experience, having been with Commonwealth since 2005. 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 discretionary model portfolios and customized investment solutions, supported by extensive operations, trading, technology, and compliance infrastructure.

Robert Vallee is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Bank, NA and Santander Securities, LLC. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Hai Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with Eagle Strategies since 2025 and previously with Nylife Securities and New York Life Insurance Company since 2010. Outside of his advisory role, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Ross is a CFP® professional with 18 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. He has worked at Integrated Wealth Concepts since 2016 and has prior experience with LPL Financial, Osaic FA, Inc., and Davinci Capital Management, Inc. His background includes providing non-variable insurance products related to health, disability, fixed, and life insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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 advisory services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach supplemented by shorter-term trades for rebalancing.

Ari Stonehill is a financial advisor at Guardian Life with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and its subsidiaries since 1996. Outside of his advisory role, he occasionally sells insurance products not offered by Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships with a combination of discretionary management, model-based strategies, and access to insurance products and alternative investments.

Peter McAvinn is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Eagle Strategies (New York Life) since 2004. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1995. Outside of his advisory role, he is president of The Julie Fund, a non-profit organization, and serves as treasurer for the Research Agencies Group, a LIMRA-based study group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.