William O Malley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to his current role, he worked for the Department of Defense and has been operating Patriot Tax Service, a CPA and tax preparation business, since 2003. He also provides power of attorney services for family members. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and integrated lending options.

Edward Rich is a CFP® with 31 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisor Group and SII. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Daniel Ferris is a Series 66-licensed financial advisor with First Command Advisory Services in Burlington, MA, and has eight years of industry experience. Prior to his advisory career, he served in the United States Army for 20 years. He also founded High Caliber Solutions LLC, where he teaches military planning and combat leadership to service members and performance coaching to civilian businesses. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized investment team and wealth portfolio managers.

Cary Geller is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent 14 years at Mintz Levin Financial Advisors LLC. He is based in Wellesley, MA and is affiliated with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Austin Litvak is a CFP® and CFA® with eight years of industry experience. He is currently with Mercer Global Advisors and previously spent six years at O’Brien Wealth Partners LLC, along with prior roles at Boston Advisors, LLC and Fidelity Investments. O’Brien Wealth Partners LLC provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm’s investment approach emphasizes capital preservation and attractive returns through diversified asset allocation, using mutual funds, ETFs, and occasionally interval funds, emerging markets, and ESG-focused investments.

John Hagberg is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2000. 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 range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Benjamin Mander is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Beacon Pointe, he held various roles at Boston College, Becket-Chimney Corners YMCA, and Grace Church School. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nathan Sullivan is a financial advisor at Guardian Life and affiliated with Park Avenue Securities. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Eden Advisory Services. Outside of finance, Nathan has experience working with Thundercat Sports Camps and Littleton Parks and Recreation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a 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 offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Michael Canfield is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He spends a small portion of his time engaged in fixed insurance sales. 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 adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at New York Life Insurance Company, Capital Edge Insurance & Financial Services, and Eagle Strategies LLC. Outside of her advisory work, she is also an insurance broker appointed with outside carriers to broker non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Leahy is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Waltham, MA. He has been with Beacon Pointe Advisors since 2023 and has prior experience at Fidelity Investments, CT Wealth Management, Providence College, Choate Rosemary Hall, and Xavier High School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a proprietary “Focus List” of independent managers and employs both active and passive asset allocation strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. 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, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Spencer Plassman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he was the owner and operator of Genuine Audio Inc., a non-investment-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and nonprofit organizations. The firm offers a range of tailored wealth management solutions including discretionary and non-discretionary mandates, access to proprietary and third-party investment programs, and integrated financial planning and consulting services.

Doreen Galligani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Advised Asset Group, LLC since 2018 and Gwfs Equities Inc since 2015. 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 services focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Fahey is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including at Lightpath and several educational institutions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Marina Cekani is a Series 66-licensed financial advisor at Beacon Pointe Advisors, LLC with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Sensible Financial Planning and Management, LLC. She is based in Waltham, Massachusetts. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, institutions, and corporations. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes, employing both active and passive strategies.

Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Delaney is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and utilizes a technology platform from Envestnet and custody services from Pershing.

Yang Cai is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms, including Linden Wealth Inc, Trawick International, and International Medical Group, Inc. Cai is also involved in insurance and non-insurance product sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.