David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. 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 broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

Rodney Kornegay is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been associated with Eagle Strategies since 2020 and operates Kornegay Kapital Group, LLC, through which he provides financial and insurance services. Outside of his advisory work, Kornegay serves on the boards of the Rotary Club of Bridgewaters, the Camala Foundation, and the Fuller Craft Museum. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering 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, operating within the integrated New York Life affiliate network.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.

Ross Deluca is a financial advisor with OSAIC Institutions, INC. He holds the ChFC® designation and has 28 years of industry experience. His prior roles include positions at Bluestone Bank, Infinex Investments, Equitable Advisors, and Securities America. Outside of his advisory work, Deluca serves as a part-time senior instructor in the Communication department at Bridgewater State University and is the treasurer for the Brockton Symphony Orchestra, where he volunteers in fundraising and record keeping. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm employs a combination of fundamental and technical analysis and provides access to alternative investments, with a notable operational focus on predominantly non-discretionary assets.

William Hughes is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Infinex Investments, Inc. and Bluestone Bank. Outside of his advisory role, Hughes serves as a board member of Space2Trhive, which involves event planning and coaching youth hockey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure with a distinctive model that emphasizes firm supervision and client control options.

Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.

Brendan Wright is a financial advisor with Eagle Strategies (New York Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and also operates McGuire and Wright Financial Group LLC, which sells New York Life products and brokers 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 offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Securities Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to tailor asset allocation and retirement guidance.

Jonathan Habib is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Santander Securities, LLC and Commonwealth Financial Network. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms alongside traditional managed account services.

Brett Peroni is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit that raises funds for children with learning disabilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Kevin Mc Rae is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at Voya Financial Advisors and Citizens Securities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and offers managed account solutions alongside point-in-time financial plans.

Himani Patel is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has worked primarily within TD Bank and its affiliated entities since 2018, including a prior role at Bank of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing clients with portfolio management, financial planning, and custody through third-party custodians.

Marja Sweet is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She has worked at both Commonwealth Financial Network and Oak Leaf Wealth Management Services since 2014. Outside of her advisory role, she has been employed by Lululemon Athletica since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Ari Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2015 and operates under Kaplan Family Financial, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Jonathan Sweet is a CFP® professional with 42 years of industry experience, affiliated with Commonwealth Financial Network since 1998. He holds the Series 63 designation and operates out of Rehoboth, MA. Outside of his advisory role, he is involved in tax preparation services through Oak Leaf Management Services, LLC. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Ariano Barbosa is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds the Series 66 and Series 63 licenses and has been affiliated with New York Life Insurance Company since 2011, including roles at Eagle Strategies and NYLife Securities, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services tied to insurance and annuity products. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Katerina Lubonja is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at MCB Financial Services at Mansfield Bank for eight years. Lubonja serves as a volunteer board member for Space2Thrive starting in December 2024. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure.