Steven Earle is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory work, he is involved with Evolution Financial LLC, a separate business activity unrelated to investments. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.

David Santoro is a CFP® professional with 17 years of experience in financial advising. He has been affiliated with Commonwealth Financial Network since 2012 and leads Santoro Financial Planning Group, a private entity facilitating securities, advisory, and insurance business. Prior to forming his own group, he worked at MCB Financial Services from 2012 to 2020. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. Advisors on the platform have discretion to create client portfolios from a broad range of securities and insurance products, supported by Commonwealth’s investment research and model portfolios.

John Pigeon is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Infinex Investments, Inc. and The Community Bank since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Garfield Davidson is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2015. Outside of his advisory role, he is involved in managing family rental properties. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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 with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities, Securian Financial Services, and SagePoint Financial. Winchester also operates a wealth management practice under the DBA Lifepoints Financial. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

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.

Brian O'Leary is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Eagle Strategies since 2019 and operates Semper Financial Group, LLC for brokering non-registered insurance products. Outside of advising, O'Leary volunteers with the ETS Sponsorship Program to assist transitioning military personnel and serves on the board of Fisher House Boston, which provides lodging for servicemembers and their families receiving medical care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailoring recommendations while managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Stephen Brown is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary recommendations.

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.

Fredrick Buker is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Fidelity Investments, Arbella Insurance, and The Kraft Group. 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 certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael O'Leary is a financial advisor with OSAIC Institutions, Inc. He holds the Series 63 and Series 65 designations and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., BayCoast Bank, Oppenheimer, and Roosevelt & Cross, Incorporated. He also serves as a Business Development Officer at BayCoast Bank. 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, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Ross Deluca is a financial advisor with OSAIC Institutions, Inc. holding a ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. His prior work includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors LLC, and Securities America Inc. He serves as a part-time senior instructor in the Communication Department at Bridgewater State University and is treasurer and volunteer for the Brockton Symphony Orchestra. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

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.

Darrien Slaughter is a financial advisor with Guardian Life and Park Avenue Securities in Riverside, RI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes eight years at Mass Mutual Investors Services and roles within Massachusetts Mutual Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, pension, charitable, and corporate clients through brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party advisory programs. The firm offers discretionary and non-discretionary advisory relationships using model portfolios and a hybrid digital advisory solution called VestWise™.

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.