Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph McMahon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Bluestone Bank (formerly Bridgewater Savings Bank) since 2012 and has been associated with Infinex Investments, Inc. since 2002. McMahon participates annually in a charitable golf outing for the Bridgewater Savings Bank Charitable Foundation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary account management.

Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Cole Samson is a CFP® affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2026, he worked at several firms including The Investment Counsel Company and Heritage Financial Services. Outside of finance, he has a background as a collegiate football player at Bentley University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at TD Private Client Wealth LLC and CITIZENS Bank. Outside of his financial career, he serves as a worship leader at Calvary Baptist Church. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and serves over 127,000 clients through 444 advisors.

Deirdre Prescott is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sandy Cove Advisors, Silver Bridge, and Lehman Brothers. She serves as co-trustee with Mellon Financial on her sister's special needs trust. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, as well as proprietary research and portfolio construction strategies.

Joan Theroux is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Commonwealth Financial Network since 2017. She previously worked at Next Financial Group, Inc. and has been involved with Great Dog Rescue of New England since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Matthew Carron is a CFP® professional with 20 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 19 years at Heritage Financial Services. He holds the Series 63 designation and is based in Rockland, MA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Bela Vonnak is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Empower, Bela held roles at Mutual of America, Sentry, Gardner Resources Consulting, and several technology companies including Meta and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Jeffrey Feccia is a CFP® professional with eight years of industry experience, currently affiliated with Creative Planning. His prior roles include positions at Morgan Stanley and Eaton Vance Management. Outside of his advisory work, he is the sole proprietor of a holiday-themed agriculture business called Christmas Tree For Me. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure across a broad range of service offerings.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at GW & Wade LLC for three years and has a background that includes seven years at Square Cafe. Smyth holds a Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, providing both discretionary and non-discretionary management alongside financial planning and consulting services.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has six years of industry experience and has worked at firms including LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

Kenzie Ferris is a Certified Financial Planner® at Savant Wealth Management with nine years of industry experience. She previously worked for Heritage Financial Services for sixteen years before joining Savant in 2026. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates supported by affiliated accounting, legal, and trust service entities.

Bryan Woodford is a financial advisor with Commonwealth Financial Network, holding five years of industry experience. He has worked at Commonwealth since 2020 and concurrently operates Woodford Law, PC, a law practice established in 2008. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios and distinct program structures.

Hao Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience at Profit Financial and WFGIA. Outside of his advisory role, he manages business expenses through a separate company and oversees rental property operations. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered investment adviser and broker-dealer with affiliated retirement and recordkeeping entities.

Michael Daudelin is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allegiance Financial Services, Inc. for 28 years, where he served as president, treasurer, director, and investment adviser representative. Farther provides discretionary investment management and 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, focusing on ETFs, mutual funds, individual equities, and fixed income.

Desmond Lam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has experience with Ocean International Trading and World Financial Group. In addition to his advisory role, he provides language, reporting, and consulting services through a separate self-employed business. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Lori Bateman is a financial advisor with Citizens Securities, Inc. in Westwood, MA. She holds a Series 66 designation and has three years of industry experience, including 18 years at Merrill. Outside of her advisory work, she owns and administrates Bateman Stables, a for-profit entity in Norton, Massachusetts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and managed account services while also functioning as a broker-dealer and insurance agency.