Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

Dennis Nelson is a CFP®-certified financial advisor with 50 years of industry experience. He is currently with Lincoln Investment and previously worked at Edward Jones, Parkland Securities LLC, Sigma Planning Corp, and Denco Consulting Group. Nelson holds an emeritus trustee position at Doane University and serves as a non-public arbitrator for FINRA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and adaptive investment strategies.

John Gregorio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Commonwealth and Capital Management Partners, LLC since 2007 and previously spent one year at Veravest Investment Advisors, Inc. Gregorio serves as adjunct faculty at Endicott College and teaches in the CFP Program through Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services while providing a range of investment options through both proprietary and outsourced models.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

William Whelton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2012 and also works at Middlesex Savings Bank. His other business activities include fixed insurance sales conducted from a branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Paul Redfearn is a financial advisor with Eagle Strategies (NY Life) based in Reading, Massachusetts. He holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked with NYLife Securities LLC since 1983 and owns Redfearn Financial & Insurance Services LLC, which he has operated since 2008. In addition to his advisory work, he volunteers as an auditor for First Baptist Church, reviewing their financial records. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Josh Dreseris is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with RBC Rochdale, LLC, having previously worked at firms including BNY Mellon Advisors, Pershing LLC, Lockwood Advisors, and Janney Montgomery Scott. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional entities, offering discretionary and non-discretionary portfolio management, sub-advisory services, and model delivery. The firm employs a multi-strategy investment process that integrates quantitative screening and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across multiple asset classes.

Stephanie Rice is a Series 66–licensed financial advisor with Commonwealth Financial Network, based in Marblehead, MA. She has two years of industry experience and has worked at Commonwealth Financial Network since 2018, with prior roles including positions at ShorePoint Advisor Group, Blakely Financial, and educational institutions. 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 with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with GWFS Equities, Inc. since 2016. 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

David Walsh is a CFP® professional with 31 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and services through Cornerstone Financial Group and CFGPlan, focusing on life insurance products from multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and FINRA-member broker-dealer, managing a diversified advisory platform with significant discretionary and non-discretionary assets under management.

Ajay Narang is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He also has over 20 years of experience as a CPA at Robert A. Cooper CPA PC. 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 services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income.

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. 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 offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Dylan Greene is a CFP® with nine years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with oversight from an Investment Policy Committee, utilizing a range of investment vehicles and research approaches to meet client objectives.

Neil Flaherty is a CFP® professional with 28 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023. Prior to that, he spent 22 years at TIAA and held roles at Cambridge Investment Research Advisors and The Foundry Financial Group. 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 provides a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Chris Hernandez Mata is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and four years of industry experience. He has held positions at several firms, including F.H. Cann & Associates and Massachusetts Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a structured recordkeeping and administrative platform.

Jason Edinger is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 65 and Series 63 registrations. His prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST), Rinet Company, LLC, and Twin Focus Capital Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.