Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

Debbie Hsu is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Morgan Stanley, and Wells Fargo Clearing Services. Hsu serves on the boards of the nonprofit organizations Easterseals and Families for Depression Awareness. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has six years of industry experience, including roles at Bankers Life Securities and Bankers Life and Casualty. Outside of her advisory work, she is involved in recruiting and training insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analyses to tailor portfolios according to clients’ goals and risk tolerances.

Leroy Millet is a financial advisor with Commonwealth Financial Network in Maynard, MA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Commonwealth since 2012 and has also worked at Midlsex Savings Bank since 2005. In addition to his advisory role, he is involved in fixed insurance sales conducted from the branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Aimee Polley is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Sensible Financial Planning and Management, LLC and Journey Wealth Partners. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kelly Lopez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has been with Commonwealth since 2007. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while functioning primarily as a back-office and platform provider.

Stanislav Geyyer is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at BofA and Merrill Lynch from 2015 to 2026 before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Brian Donahue is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth in 2009, he has been involved with Donakushi Wireless Inc since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Wells Fargo Clearing Services LLC, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts without client login credentials.

Justin Jones is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and has worked at several firms including Brian James Financial Services, Inc. and Gwfs Equities, Inc. His experience spans various roles within investment advisory firms. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Samuel Mc Dermott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneDigital Investment Advisors, LLC and MFS Fund Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Priscilla Mahabali is a financial advisor at Commonwealth Financial Network with a Series 66 designation. She has been with Commonwealth since 2020 and has prior experience in staffing and salon management. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Berkley is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Berkley serves as an arbitrator for industry disputes, is a public notary, and holds leadership positions with local youth and high school athletics organizations in Sharon, Massachusetts. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm offers tailored portfolio management services and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Audrey Dickhudt is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and has been associated with Commonwealth since 2009. Outside of her advisory role, she is involved with The Greater Boston Glass Group in a non-investment capacity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Esposito is a financial advisor with Commonwealth Financial Network based in Georgetown, MA. He holds the CFP® designation and Series 63 license, with 44 years of industry experience. Since 2006, he has operated Esposito Financial Group, LLC alongside his role at Commonwealth. He also sells fixed insurance products as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational and compliance support to affiliated advisors.

Hakyun Morrissey is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Morrissey has been with TIAA-CREF since 2007. In addition to advisory work, Morrissey serves on the advisory board of Final Matters LLC, an app focused on helping families manage and celebrate life’s milestones. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolio options, and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brandon Garneau is a financial advisor at Beacon Pointe Advisors, LLC with a Series 66 credential and three years of industry experience. His prior roles include positions at Sensible Financial Planning And Management, LLC and Columbia Threadneedle Investments. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of active and passive strategies and utilizes a proprietary manager selection process alongside third-party managers to implement investment solutions.

David Mccann is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers adviser support through managed-account programs, access to third-party asset managers, and custody and clearing services.

Ryan Huard is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Farther and previously held roles at Commonwealth Financial Network and Sentinel Securities. Outside of his advisory work, he is president and owner of Huard Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

John Phelps is a financial advisor at Savant Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously led The Relaxing Retirement Coach, Inc. for 20 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.