Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and First Republic Bank for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 66 designation and over 23 years of experience in the industry. Wang has been associated with Eagle Strategies since 2012 and with New York Life since 2003. Outside of advisory work, Wang owns and operates JW Insurance & Financial Services, which brokers group benefits and fixed life insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

Michel Scheinmann is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 66 credentials and bringing 23 years of industry experience. He has been with Guardian Life since 2016. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various restaurants and lounges, including The George and Layali Restaurant & Lounge. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

James Da Silva is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the Series 63 designation and previously worked at GW & Wade LLC and GW & Wade Asset Management Company for 14 and 13 years respectively before joining The Colony Group, 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 that combines active and passive strategies within an enhanced open architecture framework.

Audrey Baker is a CFP® professional with three years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC and Bickling Financial Services. Audrey's background includes roles outside the financial sector, such as positions at Marriott International and Plato's Closet. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Lawrence Martin is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2019, with prior experience at Morgan Stanley and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Salvatore Lombardi is a financial advisor at Ameritas Advisory Services, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Ameritas Investment Company and Mass Mutual Investors Services. In addition to his advisory role, he is a licensed independent insurance agent providing long-term care and life insurance products and is involved in recruiting and training agents. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, combining firm-developed and third-party model portfolios to serve clients’ needs.

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) based in Waltham, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and AIL Fisher Zuzick Agency Life Insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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 Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.