Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and three years of industry experience. His prior work includes a 15-year tenure at BNY Mellon and a role at Veritas Boston Wealth Management. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering customized financial planning and portfolio management through a network of 71 advisors organized in multiple teams. The firm utilizes both discretionary management and third-party managers to tailor services to client goals.

David Tonaszuck is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at New York Life Insurance Company, Trend Recon, LLC, SimSpace Corporation, Whittridge Associates contracting for State Street Corp., and LPL Financial. Global View Capital Management serves individuals, trusts, corporations, and retirement plan participants by providing investment advisory and financial planning services. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Purshe Kaplan Sterling Investments, McAdam LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and VOYA Financial Advisors. Waldman also provides insurance advice through a fixed insurance agent role. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management alongside financial planning and consulting, employing a range of passive, active, tactical, and ESG-aware strategies and utilizing third-party sub-advisors and specialist approaches.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Marc Instrum is a CFP® professional with 13 years of experience in financial planning and wealth management. He is currently with Fortis Capital Advisors, LLC and has prior experience at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2003 and operates additional business activities under Creative Wealth Solutions and Insurance Services, LLC and Keith, Meadows & Dunn, LLC, focusing on brokering 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 advisory services primarily on a non-discretionary basis through a large network of affiliated advisors. The firm integrates insurance and annuity products within its advisory offerings and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts 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, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC who holds CPA credentials and has two years of industry experience. He has been a principal at the CPA firm Fernandes & Charest P.C. since 2020 and previously worked with Clifton Larson Allen from 2015 to 2020. Integrated Wealth Concepts LLC serves individuals, 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, and structures customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a long-term investment approach.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors holding a PFS™ designation and several securities licenses, including Series 63, Series 65, and Series 66. He has five years of industry experience and has worked at several firms, including Citizens Securities Inc., Pruco Securities LLC, and Avantax Investment Services. Mensah also owns and directs Tax Express Group, a tax preparation business he has operated since 1999. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Joseph Admirand is a financial advisor at Voya Financial Advisors, Inc. in Hanover, MA, with three years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, offering both discretionary and non-discretionary account management.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 a hybrid adviser/broker-dealer model with a distinctive structure that includes a lending marketplace and third-party promoter network.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Daniel Esdale is a CFP® professional with 19 years of experience, currently serving at Commonwealth Financial Network since 2007. He is licensed with Series 63 and Series 66 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Stuart Weier Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network in Norwell, MA. He has been operating Weier Financial since 1999 and has maintained a concurrent relationship with Commonwealth Equity Services, Inc. throughout that time. Outside of his advisory role, he is involved in fixed insurance sales. 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 operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Ashley Lareau is a CFP® professional with six years of industry experience. She has worked at Allworth Financial, L.P. since 2025 and spent 14 years at Shorepoint Capital Partners LLC prior to that. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies and offers education through newsletters, podcasts, and seminars.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) in Rockland, MA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been affiliated with Eagle Strategies and New York Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Satuit Boat Club, a nonprofit organization. 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 emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Brian O'Leary is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Eagle Strategies since 2019 and operates Semper Financial Group, LLC for brokering non-registered insurance products. Outside of advising, O'Leary volunteers with the ETS Sponsorship Program to assist transitioning military personnel and serves on the board of Fisher House Boston, which provides lodging for servicemembers and their families receiving medical care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailoring recommendations while managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Eagle Strategies, he held positions at NYSecurities LLC, New York Life Insurance Company, Global Carbon Consulting, XP Asset Management, and Manulife Investment Management. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.