David Wilson is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has been with Eagle Strategies (NY Life) since 2015 and previously worked at Morgan Stanley. Outside of his advisory role, Wilson is a member of the finance committee at Saint Kathryn's Parish and owns a retail clothing and accessories business on Etsy. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin O'Brien is a CFP® with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Triad Advisors, Inc., Peak Financial Services, Inc., and Commonwealth Financial Network. He is also an author of investment-related content under the name Biotech Boom. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large network of advisors and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Patrick Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Phoenix Power and is currently a member of Atlantic Planning Group, LLC, where he engages in investment-related activities under a registered investment adviser. 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 tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Reese Nickerson is a financial advisor at Mariner with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Mariner, he worked at SWBC Investment Services, LLC for six years and has held positions at DraftKings, Fidelity Investments, and M.F. Reynolds. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through customized investment management, financial planning, and retirement plan consulting. The firm offers a broad range of strategies supported by in-house research and third-party managers, along with integrated tax services and administrative family office capabilities.

Chanel Gullage is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including The Colony Group, LLC, GW & Wade, LLC, Commonwealth Financial Network, and D.K. Brede Investment Management Company, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Kelley is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Commonwealth Financial Network. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, and other diversified strategies.

Jesse Brady is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds a Series 65 designation and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, Brady serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an independent-advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors.

Vera Lucia Rampartap is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, Ameriprise, and Merrill, spanning over two decades in the financial services sector. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a broad network of affiliated advisers.

Charles Downey is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Centaurus in 2018, he worked at Lincoln Financial Advisors Corp for 14 years. Outside of his advisory role, he serves as president of Downey Insurance Agency, Inc., a retail insurance business he has been involved with since 1997. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a combination of fundamental, technical, and model overlay strategies.

Christian Odonnell is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses. He has four years of industry experience, including roles at TD Bank N.A. and Santander Securities LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Thomas Devol is a financial advisor at SPC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Parkland Securities since 2014 and Sigma Planning Corp since 2002. In addition to his advisory work, he operates an insurance brokerage through Devol Insurance & Financial Service, focusing on life, health, property, and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary management strategies.

Matthew Sliwa III is a CFP® and CFA® with 35 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2006, and also co-owns KSP Advisors, LLC, a real estate holding company. His background includes fixed insurance sales conducted alongside his advisory work. 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 over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Liam Greene is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and a brief tenure in moving and storage services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Najemy is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at LTG Capital LLC and has a background that includes roles in education and health-related organizations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio options implemented with low-cost ETFs, index funds, separate account managers, and private funds.

Lori Bateman is a financial advisor with Citizens Securities, Inc. in Westwood, MA. She holds a Series 66 designation and has three years of industry experience, including 18 years at Merrill. Outside of her advisory work, she owns and administrates Bateman Stables, a for-profit entity in Norton, Massachusetts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and managed account services while also functioning as a broker-dealer and insurance agency.

Zachary Volinsky is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Boston Light Financial and LPL Financial among other roles. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Matthew Elsenbeck is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ferris Capital, LLC for 10 years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, Merrill, and Federated Global Investment Management Corp. She also serves as Director of Operations for Grandview Partners, overseeing client service functions and staff management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Elijah Zeh is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and two years of industry experience. He previously worked with Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Chocksett Inn and Restaurant and Liquors 44 Hadley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, supported by platforms from Envestnet and Pershing.