Mark Forsberg is a financial advisor with Commonwealth Financial Network in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1998 and Canada Life Of America Financial Service since 1993. Forsberg is also president and sole shareholder of Forsberg Insurance Planning, Inc., an entity focused on insurance and securities. 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 roughly $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 and clearing services.

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.

Clifford Westberg Jr. is a CFP® professional with 32 years of industry experience. He has been with Commonwealth Financial Network and Integrity Financial Management since 2003. He is co-owner and president of With Integrity Operations, LLC, an entity that manages branch expenses and income from sub-leasing, which is not investment related. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, compliance, and practice-management services. The firm offers various advisory programs and discretionary model portfolios, serving both retail and institutional clients.

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.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.

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.

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.

John Grimes is a financial advisor with Commonwealth Financial Network in Plymouth, MA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining Commonwealth in 2025, he worked at Retirement Wealth Advisors Inc. for eight years and Nicholas Financial for 28 years. 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 offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by comprehensive operations, trading, technology, and compliance resources.

Jonathan Habib is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Santander Securities, LLC and Commonwealth Financial Network. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms alongside traditional managed account services.

Brett Peroni is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit that raises funds for children with learning disabilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

James Quinlan Jr. is a financial advisor with Commonwealth Financial Network and Integrity Wealth Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He is the owner and president of Top Hat Advisory Services, Inc. and operates a handmade crafted pen business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Ariano Barbosa is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds the Series 66 and Series 63 licenses and has been affiliated with New York Life Insurance Company since 2011, including roles at Eagle Strategies and NYLife Securities, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services tied to insurance and annuity products. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Katerina Lubonja is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at MCB Financial Services at Mansfield Bank for eight years. Lubonja serves as a volunteer board member for Space2Thrive starting in December 2024. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large 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.

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.

John Cislo is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, TIAA-CREF, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Vincent Vicidomini is a financial advisor at Mesirow Financial Investment Management, Inc. with 21 years of industry experience. He has been with Mesirow Financial since 2014 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm integrates proprietary private investment products with third-party managers, employs quantitative and qualitative due diligence, and offers access to affiliated feeder funds investing in institutional real estate and private equity.

David Martin is a financial advisor with 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 financial services career, he worked for Jordan's Furniture for 27 years. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and administers a large majority of its assets on a non-discretionary basis.

Patrick Arey is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Foreside Financial Services, Legal & General Investment Management America, and Virtus Investment Partners. 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 uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Terry Griffith is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Griffith serves as a board member on the Masonic Education & Charitable Trust, where he helps oversee investment decisions made by an institutional consultant. Independent Financial Group is a large advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment strategies through both in-house model portfolios and third-party managers, serving clients across various risk profiles.