Steven Earle is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Evolution Financial LLC, a business unrelated to investments. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions tailored to client needs, supported by proprietary programs and third-party platforms.

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. 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 select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Chandler Winchester is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Securian Financial Services, SAGEPOINT FINANCIAL, and OSAIC. He also operates a wealth management practice under the DBA Lifepoints Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.

Bradley Whelan is a financial advisor with Empower Advisory Group in Barrington, RI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at GWFS Equities, Principal Securities Inc., and Principal Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a high client-to-advisor ratio.

Carrie Mcnair is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her background includes nearly a decade at Valic Financial Advisors and prior roles at Agia and MSI Financial Services. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Rosa Jardim is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also the owner of Jardim & Marotta LLC, a CPA practice she has operated since 2015. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios that combine internal management with third-party asset managers.

Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Stephen Brown is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Voya Financial Partners, LLC and WRIGHT INVESTORS SERVICE INC. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Michael O'Leary is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes positions at Infinex Investments, BayCoast Bank, Oppenheimer, Roosevelt & Cross, and Quick & Reilly. He also serves as a Business Development Officer at BayCoast Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporations 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 with a hybrid adviser/broker-dealer model.

Darrien Slaughter is a financial advisor with Guardian Life based in Riverside, RI. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MSI Financial Services. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Luis Obando is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including eight years at Mass Mutual Investors Services and current roles at Park Avenue Securities and Guardian Life. Outside of advisory work, he owns and operates L G Financial, Inc., a non-investment-related business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and integrated lending options.

Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She also serves as treasurer on the board of the Upper Arlington Ice Hockey Association and is an instructor at The Ohio State University’s Nisonger Center, where she provides training on developmental disability planning. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client saving rates within plan sponsor-selected investment lineups.

Marja Sweet is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. She has worked at both Commonwealth Financial Network and Oak Leaf Wealth Management Services since 2014. In addition to her advisory role, she has a longstanding involvement with Lululemon Athletica. 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 adviser support through a variety of managed-account programs, third-party asset managers, and back-office services.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. 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 provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

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.

Javier Bento is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments and BankFive, along with experience in education at Johnson & Wales University and Diman Regional Vocational Technical High School. In addition to his advisory work, he is involved with Financial Planning Alternatives as a Licensed Associate Financial Advisor, providing client service and insurance support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

Kristen Vine is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 13 years of industry experience and also operates Vine Financial, LLC, through which she sells New York Life products and brokers non-registered insurance products. Kristen has been active with New York Life and its affiliated entities since 2011. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Cortazzo is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is currently affiliated with SPG Life & Annuity and Simplicity Investments. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

David Weinberg is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, having worked at firms including Ameriprise Financial Services and SagePoint Financial. Outside of his advisory role, he is involved with UpHill Productions, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Berto Cabral is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and previously worked with New York Life and Quinn Wealth Strategies. He is also owner of Cabral Financial Group, LLC, which sells insurance products and brokers non-registered insurance offerings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.