Jody Clement is a financial advisor with Eagle Strategies (NY Life) based in Hopkinton, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Eagle Strategies since 2018 and also operates Next Generation Wealth, LLC, which offers New York Life products and brokers non-registered insurance products. Clement has a longstanding career with NYLIFE Securities LLC and New York Life Insurance Company, both since 1999. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Burg is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Eagle Strategies since 2018 and operates Burg Financial & Insurance Solutions, a business focused on New York Life products and brokering non-registered insurance products. Burg serves as the Vice President of Religion and Israel Action on the Executive Board of Temple Israel of Natick. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services primarily on a non-discretionary basis. The firm delivers tailored advice through multiple program types and operates within an integrated structure alongside New York Life affiliates.

Anesti Duka is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and several other financial and educational organizations. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing a substantial portion of assets on a non-discretionary basis and working with individual investors, institutional sponsors, and corporate clients.

Brett Nagle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 designation and has experience spanning roles at Eagle Strategies, NYLIFE Securities, Atlantic Planning Group, Lansing Building Products, and Storyboard That. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, including financial plans, retirement plan consulting, and co-advisory relationships, with a significant focus on non-discretionary assets and fiduciary responsibilities.

Julia Robinson is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and one year of industry experience. She previously worked at The Dinerstein Group LLC for ten years and has been associated with ABN Financial Strategies LLC and NYLIFE Securities LLC since 2024 and 2025, respectively. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional and charitable clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers, with a notable focus on non-discretionary asset management.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Citizens Securities, Inc., and Clarfeld. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

Marshall Dodge is a financial advisor with Primerica Advisors in Needham, MA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2018 and was previously with John Hancock and John Hancock Distributors LLC from 2009 to 2018. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs, financial planning, and consulting services.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Mcdermott is a financial advisor with Commonwealth Financial Network based in Westborough, MA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes over two decades at Commonwealth Financial Network, with a recent role at James N Ball & Company. 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, technology, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Nicholas Rossi is a CFP® professional with 13 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC and also owns Northward Financial Group, through which he operates an independent financial services practice. In addition to his advisory work, Mr. Rossi is a licensed independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that integrates client goals with portfolio management or manager selection, utilizing both proprietary solutions and third-party strategists.

Rory Mc Nabb is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He currently operates under Atlantic Planning Group, LLC, which focuses on selling New York Life products and services. His prior work includes roles at NYlife Securities LLC and New York Life, as well as experience in public education. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Alkon & Levine PC for more than four decades. Levine is currently involved with Lga LLP as well. 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, and family office services, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income, while employing a long-term investment approach.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Amazon for six years and served in the U.S. Marine Corps for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within a long-term, tax- and fee-sensitive framework.

Gregory Wood is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Wood has been with Eagle Strategies since 2022 and has worked with Nylife Securities LLC and NYL since 2011. He is a Junior Warden at the Massachusetts Freemasons' St. Alban's Masonic Lodge, where he participates in finance committee meetings and helps lead community events. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Eric Brisebois is a financial advisor with NewEdge Advisors in Westborough, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers as a soccer coach with the Arlington Soccer Club and serves as a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Steven Misdea is a financial advisor with Primerica Advisors in Hull, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2015 and operates Misdea Financial and Insurance Services, an independent business focused on insurance products. Primerica Advisors is part of a large enterprise serving a broad retail client base with brokerage and advisory services, offering various investment programs and financial planning solutions through a combination of proprietary and third-party strategies.

Jennifer Lynch is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2015, with a two-year period at Grandview Partners, and has been associated with PlanWise Financial Group since 2021. Outside of her advisory work, she serves as an authorized signatory for Rising Star Athletics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Ryan Clancey is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, and Baker Tilly. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Carter Scheetz is a CFP® with 10 years of industry experience currently affiliated with Commonwealth Financial Network in Needham, MA. His prior roles include positions at Foreside Fund Services, LLC and One Charles Private Wealth. He also holds a Series 63 license and spends a 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 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, while providing a variety of investment options and back-office services.