William Hughes is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Infinex Investments, Inc. and Bluestone Bank. Outside of his advisory role, he serves as a board member for Space2Trhive and is involved in event planning and youth hockey coaching. OSAIC Institutions, Inc. serves individuals, ERISA 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 combination of discretionary and non-discretionary account management.

Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.

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 at Transamerica Retirement Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and Citizens Securities Inc. prior to his current roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed investment programs and educational services. The firm utilizes proprietary software and model asset allocations developed by Morningstar Investment Management to provide personalized retirement guidance and portfolio oversight.

Brett Peroni is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his financial advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit raising funds for children with learning disabilities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, retirement plan, charitable, and business clients through a combination of brokerage and advisory services. The firm offers tailored investment management, financial planning, and access to proprietary and third-party solutions, with a range of operational and lending options integrated into client service.

Kevin Mc Rae is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Voya Financial Advisors and Citizens Securities, Inc. He is based in Norton, MA. 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 retail brokerage clients. The firm offers integrated services closely tied to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Himani Patel is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has worked primarily within TD Bank and its affiliated entities since 2018, including a prior role at Bank of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing clients with portfolio management, financial planning, and custody through third-party custodians.

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.

Ari Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2015 and operates under Kaplan Family Financial, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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.

Ariano Barbosa is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 66 and Series 63 licenses and has been affiliated with New York Life Insurance Company and related entities since 2011. Barbosa operates out of Bridgewater, Massachusetts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Citizens Bank and Citizens Securities entities since 2010. Khan also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based businesses and is fully owned by Citizens Bank, N.A.

Marilyn Nakhla is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Needham Bank. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custody through a technology platform supported by Envestnet and Pershing.

Katerina Lubonja is a Series 66 licensed financial advisor with five years of industry experience. She currently works at OSAIC Institutions, Inc. and has held positions at Infinex Investments, Bluestone Wealth and Trust, and MCB Financial Services at Mansfield Bank. She serves as a volunteer board member for Space2Thrive, a nonprofit organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides a range of advisory services to individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm operates a hybrid adviser/broker-dealer model, offering customized financial planning, access to alternative investments, and a lending marketplace through a network of investment adviser representatives.

Nicholas Luise is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors Corporation, Merrill, and TIAA. Outside of his advisory work, he serves as treasurer for his local condo association. 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’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and clients’ savings rates.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

John Mohan is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWFS Equities and Advised Assets Group. Outside of his advisory work, he serves as a high school basketball referee during the winter months. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across a large network of advisors and offices.

David Martin is a financial advisor at Eagle Strategies (NY Life) based in Bridgewater, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his advisory career, he worked at Jordan's Furniture for 27 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types tailored to client objectives and emphasizes non-discretionary asset management for a diverse client base.

John Deminico is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at TD Bank N.A., Citizens Securities, Inc., and Saybrus Partners, LLC. 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 clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.