Jeffery Still is a financial advisor with Eagle Strategies (NY Life) based in Granby, MA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLife Securities since 2012. Outside of his advisory role, he is an investor in cryptocurrency and participates in technology-enabled online investment platforms focused on private companies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His career includes roles at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and his own firm, JP Santaniello Retirement Planning Solutions, where he has been an owner and agent since 2006. Through his independent insurance and annuity agency, he offers insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic asset-allocation models and offers discretionary portfolio management through various investment vehicles and affiliated sub-advisors.

Deanna Liritzis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, and Beachbody, LLC. Outside of her advisory work, she founded Home & Hound Home Decor, creating and selling home decor items online and at local flea markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and managed account options.

Mark Zraunig is a financial advisor with Commonwealth Financial Network and has 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Kestra Advisory Services and Kestra Investment Services between 2013 and 2025. He is also the owner of Parkview Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kathleen Thompson is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial and its affiliates for 11 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to the firm’s recordkeeping and administrative platforms.

Christopher Cloutier is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been affiliated with New York Life and its related entities since 1990, and he also operates Retiree Financial and Insurance Service, brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Ayca Akisik is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Bank and its affiliated firms since 2010. 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 clients, providing portfolio management, financial planning, and custody services through a range of proprietary and third-party investment options.

Mark Van Valkenburg is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Liberty Partners Financial Services, Modern Capital Advisors, and Lincoln Financial Securities Corporation. He is also involved in wholesale distribution of financial products through Frontier Brokerage Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with an investment approach grounded in fundamental analysis and Modern Portfolio Theory.

Owen Freeman Daniels is a CFP®, CFA®, and ChFC® with 24 years of experience in financial advisory services. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2005. He also serves as president of a local condominium association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, with a broad range of services from fiduciary consulting to pooled plan solutions.

Joseph Wilson is a Series 65-licensed advisor with Private Advisor Group, LLC, based in Holyoke, MA. He has 24 years of experience working with the Holyoke Police Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and third-party managers to implement a range of investment strategies.

Kevin Cotton is a CFP® certificant affiliated with Commonwealth Financial Network, with six years of industry experience. He is co-owner of Longtide Financial Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cotton has worked at Commonwealth Financial Network since 2019, including his current tenure, and was previously associated with Samuel Financial, LLC. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Steven Filanowicz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera Wealth Services, and Voya Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Christopher Connelly is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Kestra Advisory since 2016. Connelly is a partner in Foley/Connelly Benefits Group and serves on the board of the West Springfield Boys and Girls Club. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Nathaniel Danforth is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at KeyBank, Infinex Investments, United Bank, and Merit Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Joseph Malmborg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Commonwealth since 2014 and leads Malmborg Wealth Consulting Group. Malmborg also served as CFO and part owner of The Wealth Transition Collective, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs, including discretionary model portfolios and customized investment solutions.

Kevin Manghan is a CFP® with 38 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Infinex Investments, Peoples Bank, Key Investment Services, LPL Financial, and Valic Financial Advisors. 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, alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Justin Golec is a financial advisor with Eagle Strategies (New York Life) in South Hadley, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and its affiliates since 2018 and is associated with Mahoney Financial Organization, LLC and Retiree Financial & Insurance Services. Outside of his advisory roles, Golec volunteers with the Northampton High School lacrosse team. 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 representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Gaetano Cannata Jr. is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 1994 and previously worked at Sgs Business Associates, Inc. for over three decades. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Kevin Myers is a CFP® and CFA® with 25 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2020. Prior to that, he was with TIAA-CREF and TIAA from 2014 to 2020. He is also involved in tax preparation and accounting as an enrolled agent through Mosaic Tax Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model utilizing technology platforms and offers both discretionary and non-discretionary services through in-house and third-party managers.

John Moore is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he is the author of books on Notre Dame football and on politics and religion. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance, while allowing advisors discretion in constructing client portfolios.