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.

Erik Oleary is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and NYLife Securities LLC, among others. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to manage approximately $15 billion in regulatory assets under management.

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.

Daniel Galli is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has worked with multiple firms including Goldman Sachs and PFE Advisors, Inc., and has operated his own practice, Daniel J Galli & Associates, since 1986. Galli is also an instructor and guest lecturer at Boston University, where he conducts online educational webinars and updates courses on retirement planning and employee benefits. He serves as President of the Financial Planning Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a diverse client base.

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.

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.

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.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

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.

Bernard Gillis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several organizations including Rise Private Wealth Management and Empower Financial Services, Inc. Outside of finance, his work history includes roles at The Cookie Monstah, Kingman Yacht Center, and the YMCA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed accounts.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

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.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC based in Hingham, MA. He holds a Series 65 designation and has 18 years of industry experience. He has been with The Colony Group, LLC since 2000. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset classes.

Patrick Robinson is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Lincoln Investment, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Jackson National Life Distributors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process, with various program options tailored to client needs.

John Ferguson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily within Empower’s affiliated firms since 2023. Previously, he spent five years with UP Education Network. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, employing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Andrew Karelis is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at KSP Financial Consultants and Core Wealth Advisory. He is also a partner and co-owner of a real estate holding company through KSP Advisors, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.