Michel Scheinmann is a ChFC® credentialed advisor with over 23 years of industry experience. He has been with Primerica Advisors since 2016 and also maintains a role with Guardian Life. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, with a variety of proprietary and third-party investment programs.

George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Christopher Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding CFP® and Series 63 credentials and possessing 37 years of industry experience. He has worked with Eagle Strategies since 2000 and also serves as a financial planning partner at Atlantic Planning Group, LLC. His other activities include managing a family trust and investing in cryptocurrency. Eagle Strategies serves a diverse clientele, including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a large proportion of assets managed on a non-discretionary basis.

Kenneth Knopf is a CFP® professional with 28 years of industry experience, currently serving at Valic Financial Advisors since 2009. He also holds an agent position at Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm employs Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

James Da Silva is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 63 designation and has previously worked at The Colony Group, LLC and GW & Wade LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax and fee sensitivity and offers a range of active and passive strategies within an enhanced open architecture framework.

William Pherson is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for affiliated advisors.

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.

Nune Khachatiran is a CPA and financial advisor with Integrated Wealth Concepts LLC, bringing 14 years of experience through her ongoing role as president of her own CPA firm since 2012. She joined Integrated Wealth Concepts in 2024. In addition to her advisory work, she leads a separate accounting practice. Integrated Wealth Concepts serves a range of clients including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, managing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a combination of internal management and third-party sub-advisers.

Ronald Smith is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corp from 2004 to 2016. Since 2016, he has been with Integrated Wealth Concepts and associated with LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach while utilizing model and wrap-fee programs.

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.

Bradley Stewart is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. He holds a Series 66 designation and has 12 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, implementing customized portfolios with a long-term approach while also accommodating short-term trading needs.

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.

Ryan Kelley is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to joining Commonwealth in 2022, he worked at Brown Brothers Harriman, NYLIFE Securities LLC, New York Life Insurance Company, MSL Group, and Bentley University. Outside of his advisory role, he has worked as a driver for Uber Eats and DoorDash. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Michael Kenney is a Series 66-credentialed financial advisor at Commonwealth Financial Network with 11 years of industry experience. He has been with Commonwealth since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

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.

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.