Patrick Arey is a financial advisor with Empower Advisory Group in Halifax, MA, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Foreside Financial Services, Legal & General Investment Management America, and Virtus Investment Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Samuel Nogueras is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Bank, and Citizens Securities. Before entering the financial sector, he worked in graphic design and media services. 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 customers. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers, offering clients portfolio management, financial planning, and custody services.

Michael Waldron is a CFP® and CFA® with 12 years of experience in the financial industry. He currently works at Savant Wealth Management and was previously with Heritage Financial Services. Savant Wealth Management serves a broad range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by extensive in-house resources and affiliated legal, accounting, and trust services.

Eric Merrigan is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Commonwealth since 2020 and previously held positions at Ameriprise Financial Services, Invesco, and National Financial Services. Merrigan also engages in fixed insurance sales in a limited capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and numerous individual and institutional clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jared Ravech is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. Prior to joining Savant, he worked at Heritage Financial Services and Integrated Financial Partners. His background also includes several years in education before entering the financial advisory field. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a range of wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.

Leo Choquette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, Securian Financial Services, and SagePoint Financial. Outside of finance, he serves as a Political Officer and Ward Councilor for the City of New Bedford and is a board member of PACE, a nonprofit that manages federal disbursements to local charities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, offering tailored financial planning, consulting, and access to insurance and alternative investment products.

Richard Allison Jr. is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2019, following prior roles at JP Morgan Securities LLC and MassMutual. In 2016, he was briefly involved with La Lou Bistro. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Kimberlee Fricker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked with The Financial Services Group and Worthpartners, LLC since 2009. Outside of advising, she is involved in a tax preparation business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services, allowing advisors to implement customized portfolios through internal models or external platforms.

Sandro Gelfusa is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Savior Wealth, Morgan Stanley, and UBS Financial Services. 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 range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technological support.

Amanda Adams is a CFP® with eight years of industry experience, currently serving at Concurrent Investment Advisors, LLC. She previously worked at Edward Jones for eight years and has a background that includes experience with The Sun Chronicle. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Mark Ragucci is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JMP Securities LLC, Citizens Capital Market, and Citizens Securities, Inc. He is based in Westwood, MA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Robert Hitchcock is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Centaurus Financial since 2000. Outside of his advisory role, he is involved with the Estate Planning Team to represent and market deferred sales trust services and owns The Thorndike Company, LLC, overseeing its operations and marketing. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a blend of fundamental and technical investment analysis.

Stacey Miner is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at RiverRise Financial, Next Generation Wealth, and Eagle Strategies, along with ongoing roles at NYLIFE Securities and New York Life Insurance. Miner serves on the boards of a networking group and Child and Family Services, a nonprofit focused on family support and mental health. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Winn is a CFP® with nine years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years at Heritage Financial Services. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.

Michael Graff is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2019. Prior to that, he was with Foundations Investment Advisors, LLC from 2015 to 2019. Outside of his advisory work, Graff is a certified Rider Coach with the Motorcycle Safety Foundation and teaches motorcycle riding instruction part-time during spring and summer months. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, including proprietary solutions, and offers discretionary portfolio management through a combination of internal teams and external sub-advisors.

David Chapin is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2025 and previously spent 25 years with Corebridge Financial and AIG. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 63 licenses and has 22 years of industry experience. His prior roles include positions at Charles Schwab & Co., Charles Schwab Investment Advisory, Windhaven Investment Management, ThomasPartners, and MFS Institutional Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab’s asset allocation models and internal research tools, providing tailored recommendations without exercising discretionary trading authority.

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.

Jarrod Oberg is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with NYLife Securities, LLC and New York Life Insurance Company since 2021 and operates under the dba Fairway Group, LLC, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Tina Cicci is a financial advisor with Carson Wealth in Foxboro, MA, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at Cetera Wealth Services, LPL Financial, and DC Advisors. Outside of advisory work, she serves as head coach for youth cheerleading with Walpole Youth Football & Cheer. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, combining fundamental and technical analysis to support tailored investment solutions for corporate, institutional, and high-net-worth clients.