Steven Travaglini Sr. is a financial advisor with Guardian Life in Nashua, NH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Guardian Life since 1997 and has also operated the Bechard Insurance Agency since 1986. Outside of his advisory role, he sells non-Guardian insurance products through a separate insurance services business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Adam Scott is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Axial Financial Group since 2007 and Commonwealth Financial Network since 2006. Outside of advisory services, he is involved in fixed insurance sales through Axial Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, compliance, and investment management. The firm offers multiple program structures and discretionary model portfolios, operating as a platform provider while allowing advisors discretion in portfolio construction.

Laura Peeke is a CFA® charterholder with 23 years of industry experience. She is affiliated with Commonwealth Financial Network and has served as President and Owner of LifeFirst Financial Corporation since 2009. Her work includes fixed insurance sales conducted under LifeFirst Financial. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Melissa Mulloy Mecozzi is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2014 and previously worked at Raymond James Financial Services, Inc. She serves as the Head Coach for the Massachusetts Institute of Technology Rifle team. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services with a platform that includes both proprietary and third-party portfolio management solutions.

Jorge Flores II is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Savior Wealth, LPL Financial, and Trilogy Capital, among other firms. Outside of his advisory role, Mr. Flores is managing partner at AccelHUB Venture Partners, a startup accelerator focused on Latin America, and serves on the boards of HLX+, a nonprofit civic organization, and AltaFid, a technology platform targeting the South American market. He also volunteers with the Leysin American School-US Advisory Board. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to meet diverse client needs.

James Dicecco is a CFA® charterholder and holds a Series 66 license. He is a financial advisor with T. Rowe Price Advisory Services, Inc., where he has worked since 2026. Prior to joining T. Rowe Price, he held positions at CION Securities, LLC, MFS Institutional Advisors, Inc., MFS Fund Distributors, Inc., and Merrill. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management, utilizing proprietary mutual funds and ETFs with comprehensive planning tools and support.

Christopher Roy is a financial advisor at Farther with seven years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including BNY Mellon, Acadiance, and Boston Private Wealth LLC. His career spans roles in wealth management and advisory services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining various asset classes and incorporating AI tools under internal review.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Jennifer Kundrot is a CFP®-certified financial advisor with nine years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been associated with Financially in Tune, Salem Five Investment Services, and LPL Financial, LLC. Outside of her advisory role, she is a co-owner of a real estate rental business in Belmont, Massachusetts. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, employing both active and passive investment strategies across public and private asset classes.

Rebecca Vanossenbruggen is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Cellular Sales of Knoxville Inc. since beginning her career in 2015. 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, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

William Neville is a financial advisor with Eagle Strategies (NY Life) based in Nashua, NH. He holds a Series 63 designation and has 44 years of industry experience. His career includes long-term roles with NYLife Securities LLC since 1982 and New York Life Insurance Company since 1971. Neville also operates Neville Financial Group, focusing on life annuities, variable, and mutual products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jeremy Lathrop is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cco Investment Services Corp, TD Ameritrade, Inc., and Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, alongside managed account programs and commission-based brokerage services.

Zakeriah Nabulsi is a CFP® with 17 years of industry experience and is affiliated with Empower Advisory Group. She has worked at Great West Life & Annuity Insurance Company since 2008 and has been involved with the University of Massachusetts Lowell since 2004. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Zuleyka Feliz is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. She has been with Hornor Townsend & Kent since 2014 and also has experience with Penn Mutual Life Insurance Company dating back to 2013. Outside of her advisory role, she is an office administrator for an insurance brokerage and is proprietor of a realty business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored financial planning and investment management, utilizing third-party asset managers under a dual SEC-registered adviser and FINRA broker-dealer structure.

Matthew Cameron is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2021, following 12 years at American Funds Distributors, Inc. and one year at BrownDorf PEM, LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and a managed account program.

Kelly Carpenter is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes multiple roles at Citizens Securities and Citizens Bank, as well as bookkeeping experience at BBA Bookkeeping. Outside of his advisory work, he is involved with Twisted Hardscapes, an LLC where he handles administrative duties. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program, operating within a bank-owned enterprise.

Patrick Mckallagat is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked at Eagle Strategies since 2013 and also operates under the DBA Third / 3rd Financial Partners, LLC, focusing on selling New York Life products and brokering non-registered insurance products. Additionally, he is a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as mutual funds, ETFs, and alternative investments.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. Integrated Wealth Concepts LLC 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, and consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.