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 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.

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® 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.

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 having 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has had a long career with Alkon & Levine PC. Levine is currently involved with Lga LLP since 2024. 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, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

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.

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, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory role, Brisebois volunteers as a soccer coach for the Arlington Soccer Club. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

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 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.

Michael Broderick is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Atlantic Planning Group, LLC, Nylife Securities Inc., and New York Life Insurance Company since the mid-1990s. Broderick serves as an associate board member of Catholic Memorial High School and is a board member and director of The Julie Fund, which supports education, financial assistance, and research for women’s cancers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs tailored to client objectives, with most of its assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

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.

Brian Ganger is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He previously worked at Ball Financial and operates Brian James Financial Services, Inc., an entity related to his securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, and custody services.