Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

Donald Brusca is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Advisors Inc. He is based in Andover, MA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Timothy Leahy is a financial advisor with Eagle Strategies (NY Life) based in West Newbury, MA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial career, he participates in spiritual direction, meeting with individuals to discuss their spirituality and relationship with God. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis.

Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

Lindsey Moccia is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at TD Bank, N.A. and TD Private Client Wealth, LLC since 2015. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail TDIS (US) clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Jesenia Interiano is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including roles at GWFS Equities and Putnam Investments, and has a background connected to the College of the Holy Cross. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Mark Sperling is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at GWFS Equities, Advised Assets Groups, Citizens Securities, Equitable Advisors, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Scott Brown is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 10 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and trusts. The firm emphasizes manager selection and multi-manager solutions, employing proprietary research and offering access to a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Brittany Stuart is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various roles within TD Bank N.A. since 2017. Prior to joining TD Private Client Wealth, she was associated with Grove at the Briar Barn Inn and Weber Writing and Research. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through established advisory platforms.

Stephen Curran is a CFP® professional with 16 years of industry experience. He has been with Hightower Advisors since 2023, following a 14-year tenure at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research and a range of investment vehicles, including alternative investments and custom indexing.

Sharon Pollard is a Series 66-credentialed financial advisor with 28 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

David Sullivan is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a range of managed account programs including model-based and customized portfolios, serving clients within a vertically integrated group that applies a fiduciary standard to its RIA services.

Paul Stevenson is a financial advisor at TLG Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including The Leaders Group, Inc., Tower Square Securities, Smith Companies, and Fidelity Mutual. Outside of his advisory role, he operates a business providing appraisals of privately held securities and businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. He has worked with NewEdge Advisors since 2021 and previously worked at Flagship Harbor Advisors. Outside of his advisory role, he operates FP Focus LLC, a tax and investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Jonathan Ayres is a financial advisor with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Ayres has been affiliated with Eagle Strategies since 2019 and also operates Ayres Financial & Insurance Services, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and primarily manages assets on a non-discretionary basis while working within the integrated New York Life affiliate structure.

Jonathan Ayres is an investment adviser representative with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 designations and has 42 years of industry experience. His career includes long-term roles at Nylife Securities LLC and New York Life Insurance Company, as well as operating Ayres Financial & Insurance Services since 2009. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.