Stacey Miner is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at RiverRise Financial, Next Generation Wealth, and Eagle Strategies, along with ongoing roles at NYLIFE Securities and New York Life Insurance. Miner serves on the boards of a networking group and Child and Family Services, a nonprofit focused on family support and mental health. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick Sier is a CFP®-certified financial advisor with 25 years of industry experience, currently with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for ten years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Vasileios Izanidis is a financial advisor with Commonwealth Financial Network in Pawtucket, RI, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Oak Leaf Wealth Management Services, Pioneer Financial Group, and Securian Financial Services Inc. Outside of advising, he is a partner in Estia, LLC, a company involved in house flipping. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving individual and institutional clients.

Jarrod Oberg is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he was affiliated with NYLife Securities, LLC and New York Life Insurance Company. He also operates under the DBA Fairway Group, LLC, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, with a substantial portion of assets managed on a non-discretionary basis through an integrated New York Life affiliate structure.

Meghan Forrester is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Citizens Securities, Citizens Bank, Raymond James Financial Services, Boston Harbor Wealth Advisors, and Santander Securities. Citizens Securities serves individual and high-net-worth investors, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Kallie Rosenbach is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. She has worked with Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of her advisory role, Rosenbach also works as a real estate agent with Keller Williams. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jake Generazzo is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds the Series 66 designation and has held prior roles at Bank Five and Dicks Sporting Goods. Outside of his advisory work, he owns an affordable golf blog called Fore the Save. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.

Lori Moncada is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 18 years of industry experience and has worked at various entities within the Bankers Life organization since 2005. In addition to her advisory role, she is licensed as a life and health insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Chancellor Harkins is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked with Harkins Wealth Management and Commonwealth Financial Network since 2018 and previously spent two years at Liberty Mutual Insurance. Outside of his advisory role, he is a co-owner of Nightshade, LLC, a bar and restaurant located in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Michael Rossman is a financial advisor with Eagle Strategies (NY Life) in Bridgewater, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2011, respectively. Outside of advisory roles, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, 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 through a network of affiliated advisors within the New York Life affiliate structure.

Kevin Guinan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked at Integrated Wealth Concepts since 2025 and concurrently operates Guinan & Associates, a CPA firm he has been running since 2015. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, using customized portfolios and a combination of internal management and oversight of third-party asset managers.

Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Mcmahon is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Bluestone Bank (formerly Bridgewater Savings Bank) since 2012 and has been associated with Infinex Investments, Inc. since 2002. Outside of his advisory work, he participates annually in a charitable foundation golf committee that raises funds for local charities. 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, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on delegated investment management and extensive third-party relationships.

Morel Mahotiere is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2008 and has served as an insurance broker for non-registered products since 2022. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held prior roles at firms including Fidelity Investments, Santander Bank, Morgan Stanley, and Merrill. Citizens Securities serves individual and high-net-worth investors along with individual retirement plans, offering both advisory and brokerage services. The firm provides a range of investment programs, including a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Sean Trottier is an advisor with Guardian Life and holds the Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Park Avenue Securities and Florida Financial Advisors DBA New England Financial Advisors. Outside of his advisory work, he has been involved in fixed insurance sales through a related business. His firm, Park Avenue Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

Jean Desrosiers is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Eagle Strategies, he worked at Williams Estate And Financial Group, Inc. and has been affiliated with New York Life Insurance Company for 25 years. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its relationships with plan sponsors.

Christopher Lund is a CFP® with 34 years of industry experience, currently affiliated with CWM, LLC and Lund Wealth Management. His career includes roles at firms such as Cetera Wealth Services, Lincoln Investment, and Capital Analysts Inc. In addition to his advisory work, Lund is active as a public speaker and serves as treasurer of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Katharine Blinn is a financial advisor with Equitable Advisors in Attleboro, MA. She holds the Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, she worked with Joshua Bublitz and is involved with Gilded Lily Events outside of her advisory role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that includes LPL-sponsored programs and a range of third-party managers.

Tamara Gonzalez Paz is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. Before joining Merrill, she worked at Coastal 1 Credit Union and has experience in various customer service roles, including at Famous Footwear. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.