Berto Cabral is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and previously worked with New York Life and Quinn Wealth Strategies. He is also owner of Cabral Financial Group, LLC, which sells insurance products and brokers non-registered insurance offerings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stacey Tollefson is a Series 66–licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, accumulating over two decades of experience before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of strategies managed internally and by third parties.

Anne Mccarver is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she serves as an arbitrator for NASD Dispute Resolution. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

Robert Surprenant Jr. is a financial advisor with Commonwealth Financial Network in Warwick, RI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Santander Securities, LLC and Santander Bank, NA for a combined ten years. He is also engaged in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers both discretionary model portfolios and customizable program options, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Beren Anderson is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with PlanMember Securities Corporation and is the owner and CEO of BSA Wealth Advisors, LLC, an investment and insurance services firm. His prior experience includes roles at Lincoln Financial Advisors and Prudential. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Matthew Turco is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2023 and has worked at New York Life Insurance Company since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers tailored advisory solutions through multiple program types and operates predominantly on a non-discretionary asset management model within the New York Life affiliate structure.

Stuart Peterson is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including 12 years with Janney Montgomery Scott. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, and advisory services with a combination of in-house portfolio management and third-party managers.

James Tollefson is a CFP® professional at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as co-trustee for family trusts. Benjamin F. Edwards & Company is a full-service SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody, execution, and advisory services through a large network of advisors.

Sean Maloney is a CFP® professional with 24 years of experience in the financial industry. He is currently with Savant Wealth Management, where he has worked since 2025. Prior to joining Savant, Maloney held roles at Corrigan Financial, Inc. and KCG/Virtu Americas. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a mix of evidence-based, model-driven asset allocation and actively managed investment strategies, supported by affiliated accounting, legal, and trust services.

Stephen Mansi is a Certified Financial Planner (CFP®) with six years of industry experience. He is affiliated with AE Wealth Management, LLC and Massey & Associates, Inc., where he provides financial advising and insurance services. Prior to his current roles, Mansi worked at Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operated the Mansi Insurance Agency. AE Wealth Management, LLC offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Eric Brown is a CFP® with 37 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Katherine Annulli is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has experience working in organizational and audience engagement roles prior to joining the firm. Outside of her advisory role, she has been involved with her own organizing business since 2015. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a variety of managed strategies and maintaining an internal trading desk to support its advisory services.

Edward Burnett is a financial advisor with Eagle Strategies (New York Life) in Fall River, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with RiverRise Financial, LLC and NYLIFE Securities LLC, as well as New York Life Insurance Company. Outside of his advisory role, he serves on several nonprofit and community boards in Little Compton, Rhode Island, including organizations focused on business networking, scholarships, and community enrichment. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with a significant portion of assets managed on a non-discretionary basis and integrated advisory services linked to insurance and annuity products.

Johnny Cordeiro is a financial advisor with Integrated Wealth Concepts LLC in Westport, MA, holding two years of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm, a role he has held since 2016. Integrated Wealth Concepts LLC 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, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios.

Brendan Solecki is a CFP® affiliated with Savant Wealth Management, with one year of industry experience. He previously worked at Corrigan Financial, Inc. for five years and at Clean Harbors for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by centralized resources and integrated legal and accounting affiliates.

Kevin Mc Nair is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently works with Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, Ameriprise, and MSI Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that builds strategic model portfolios and employs third-party managers.

Amanda Chartier is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Toll Gate Capital Advisors, LLC, and prior experience outside the financial industry. 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 offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting services.

Gerald Hall is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 49 years of industry experience. He has worked at Eagle Strategies since 2002 and has held prior roles with Lifetime Financial Group, Nylife Securities Inc., New England Life, and New York Life. Hall serves as a board member of both the Southeast Massachusetts Council on Addiction and the University of Massachusetts Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Mark Boccuzzi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is co-owner and senior vice president of Toll Gate Capital Advisors, LLC, and co-owner of RAMZ Associates, LLC, a commercial real estate management entity in Warwick, RI. 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 variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider.

Andre Khalfayan is a financial advisor at Savant Wealth Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Savant Wealth Management in 2025, he worked at Corrigan Financial, Inc. for 28 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.