Jackson Martin is a financial advisor at Ameritas Advisory Services, LLC with Series 66 credentials and one year of industry experience. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies Inc., and a variety of positions outside the financial industry, including employment with Red Bull and multiple educational institutions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory across various program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Richard Zachary is a financial advisor at TIAA-CREF with 25 years of industry experience and a Series 66 designation. His career includes roles at Fidelity, E*TRADE, Nationwide Investment Services, and other financial services firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement relationships through TIAA. The firm’s model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Jonathan Morrill is a financial advisor with Eagle Strategies, affiliated with NY Life, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Proctor & Gamble and Trindent Consulting. Outside of finance, he owns Pi Design Boston, a small business providing custom embroidery services. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Moira Moynihan Manoog is a CFP® with 32 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. She has worked with Kestra since 2016 and has been affiliated with Kestra Investment Services and the James J. Moynihan Insurance Agency for over two decades. Outside of her advisory role, she is president of the Westwood Hills Improvement Association and serves as the Zone I Awards Chair for the Garden Club of America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and supports recommended investments through due diligence on performance, fees, and management.

Cary Geller is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent 14 years at Mintz Levin Financial Advisors LLC. He is based in Wellesley, MA and is affiliated with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Brendan Mulhearn is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has prior experience at Constitution Capital Partners and Ernst & Young. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and an open-architecture selection process focused on asset allocation and manager due diligence.

Austin Litvak is a CFP® and CFA® with eight years of industry experience. He is currently with Mercer Global Advisors and previously spent six years at O’Brien Wealth Partners LLC, along with prior roles at Boston Advisors, LLC and Fidelity Investments. O’Brien Wealth Partners LLC provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm’s investment approach emphasizes capital preservation and attractive returns through diversified asset allocation, using mutual funds, ETFs, and occasionally interval funds, emerging markets, and ESG-focused investments.

Philip Mailloux is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and has been with Commonwealth and Larson, Potter, Stratton & Cote since 2023. 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 a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Cardoza is a CFP® professional with over 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 1999 and was previously with CSR Financial Services, LLC for 20 years, where he served as president and co-owner. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a broad platform of managed-account programs, third-party asset manager access, and back-office services to individual and institutional clients.

Michael Canfield is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He spends a small portion of his time engaged in fixed insurance sales. 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 managing about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at New York Life Insurance Company, Capital Edge Insurance & Financial Services, and Eagle Strategies LLC. Outside of her advisory work, she is also an insurance broker appointed with outside carriers to broker non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Delaney is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. 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, ETFs, separately managed accounts, and financial planning support. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and utilizes a technology platform from Envestnet and custody services from Pershing.

Yang Cai is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms, including Linden Wealth Inc, Trawick International, and International Medical Group, Inc. Cai is also involved in insurance and non-insurance product sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. 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, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Richard Kahn is a financial advisor with Hightower Advisors holding a Series 65 license and 25 years of industry experience. Before joining Hightower in 2020, he worked at Argent Wealth Management, Inc. and LLC from 1999 to 2020. Outside of financial advising, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Geoffrey Skowronek is a CFP® and ChFC® with seven years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Commonwealth Financial Network and AXA Advisors, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services through a platform driven by an Investment Committee that constructs model portfolios and provides tailored investment solutions.