Anesti Duka is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and AIL Fisher Zuzick Agency Life Insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Bradley Stewart is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. He holds a Series 66 designation and has 12 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. 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, and family office services, implementing customized portfolios with a long-term approach while also accommodating short-term trading needs.

Richard Held is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Brett Nagle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 designation and has experience spanning roles at Eagle Strategies, NYLIFE Securities, Atlantic Planning Group, Lansing Building Products, and Storyboard That. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, including financial plans, retirement plan consulting, and co-advisory relationships, with a significant focus on non-discretionary assets and fiduciary responsibilities.

Julia Robinson is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and one year of industry experience. She previously worked at The Dinerstein Group LLC for ten years and has been associated with ABN Financial Strategies LLC and NYLIFE Securities LLC since 2024 and 2025, respectively. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional and charitable clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers, with a notable focus on non-discretionary asset management.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Ryan Kelley is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to joining Commonwealth in 2022, he worked at Brown Brothers Harriman, NYLIFE Securities LLC, New York Life Insurance Company, MSL Group, and Bentley University. Outside of his advisory role, he has worked as a driver for Uber Eats and DoorDash. 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 comprehensive support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides 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 offers a range of financial planning, consulting, and education services tailored to client needs.

Michael Kenney is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has been with Commonwealth since 2011 and also has experience with LPL Financial beginning in 2026. 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, access to third-party asset managers, and custody services, and offers a range of investment options including mutual funds, ETFs, and personalized indexing.

Marshall Dodge is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2018, previously spending nine years with John Hancock. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Mcdermott is a financial advisor with Commonwealth Financial Network based in Westborough, MA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes over two decades at Commonwealth Financial Network, with a recent role at James N Ball & Company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, technology, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Nicholas Rossi is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC in Needham, MA. He has worked at several firms including Northward Financial Group, Weston Securities Corporation, Washington Trust Advisors, and Ameriprise Financial Services. Outside of his advisory role, Mr. Rossi is an owner of Northward Financial Group and is also a licensed independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Rory Mc Nabb is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has four years of industry experience. He is also associated with Atlantic Planning Group, LLC, where he operates under a DBA to sell New York Life products and services. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Heather Doherty is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2008, with a one-year tenure at LPL Financial LLC beginning in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Alkon & Levine PC for more than four decades. Levine is currently involved with Lga LLP as well. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income, while employing a long-term investment approach.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Amazon for six years and served in the U.S. Marine Corps for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within a long-term, tax- and fee-sensitive framework.

Eric Brisebois is a financial advisor with NewEdge Advisors in Westborough, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers as a soccer coach with the Arlington Soccer Club and serves as a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Steven Misdea is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Guardian Life since 2015 and also operates Misdea Financial and Insurance Services, focusing on insurance products. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Zachary Reid is a Series 66-licensed financial advisor with Commonwealth Financial Network, where he has worked since 2018. He has two years of industry experience. Prior to joining Commonwealth, he was a student from 2014 to 2018. 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 advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.