Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at GWFS Equities, John Hancock, and Santander Securities and Bank. 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 utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at GW & Wade, LLC and RBC Wealth Management, among other roles. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutional investors, providing a range of wealth management, fiduciary, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both discretionary and nondiscretionary advice across managed and held-away assets.

Erik Oleary is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and NYLife Securities LLC, among others. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to manage approximately $15 billion in regulatory assets under management.

Nicholas Rossi is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC. He has held positions at Northward Financial Group, Weston Securities Corporation, Washington Trust Advisors, and Ameriprise Financial Services. In addition to his advisory work, Mr. Rossi owns and operates Northward Financial Group independently and is a licensed insurance agent. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has experience at Amazon and McKinstry, as well as service in the U.S. Marine Corps. Sivright has been with Focus Partners Wealth since 2026. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clientele, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates services across managed and held-away assets.

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.

Ryan Clancey is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and Baker Tilly. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, specialized managers, and various investment strategies.

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.

Heyden Acosta is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Advisory Group, Heyden worked at FNZ Trust Company and State Street Corporation. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

David Brodsky is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company for over two decades before joining The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a wide array of investment strategies and affiliated service offerings.

Samantha Wineke is a financial advisor at Guardian Life with Series 63 and Series 66 registrations and three years of industry experience. Her prior experience includes five years at Raymond James & Associates and one year at The Bulfinch Group. She is based in Needham, MA. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a variety of advisory programs.

John Ferguson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily within Empower’s affiliated firms since 2023. Previously, he spent five years with UP Education Network. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, employing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Andrew Karelis is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at KSP Financial Consultants and Core Wealth Advisory. He is also a partner and co-owner of a real estate holding company through KSP Advisors, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Ta Shawn Arabian 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 Financial Services in 2024, Arabian worked at Keenan Financial and has experience connected to academic and community roles, including four years at Brown University and three years at the Wamsutta Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates planning and managed account solutions with its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Cynthia Packard is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2015, also maintaining a role at Tilton Wealth Management since 2011. Outside of her advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Andrew Baker is a financial advisor at Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Citizens Securities since 2012. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. In addition to his advisory role since 2022, he has significant involvement in early childhood education, serving as a site coordinator at Kiddosland Child Development Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Micheline Yacoub is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She also owns M.Y. Core Financials, LLC, through which she sells New York Life products and brokers non-registered insurance products. Yacoub volunteers with Community Consulting Teams of Boston, providing consulting services to local nonprofits. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages a substantial non-discretionary asset base, primarily serving defined contribution and defined benefit plans, charitable and corporate clients.