Nicholas Marrone is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 66 and Series 63 designations and has been with Empower Financial Inc. since 2015 and Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Michael Persons is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA. He holds the Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fairway Group, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Additionally, he is appointed as an insurance broker with outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, 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.

Bailey Bishop Jr. is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2017 and is currently associated with M.Y. Core Financials, LLC. Bishop serves on the board of the Essex County Estate Planning Council and is president of the North Atlantic Audi Club, a regional organization for Audi enthusiasts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of investors and plan sponsors, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

David Sullivan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014 and previously worked at Fidelity Personal Trust Company and Fidelity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Paul Stevenson is a financial advisor at TLG Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including The Leaders Group, Inc., Tower Square Securities, Smith Companies, and Fidelity Mutual. Outside of his advisory role, he operates a business providing appraisals of privately held securities and businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Erik Olson is a CFP® professional affiliated with Commonwealth Financial Network, based in Andover, MA, with 27 years of industry experience. He has been associated with Olson Financial Group and Commonwealth Financial Network since 2003. His other business activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. He has worked with NewEdge Advisors since 2021 and previously worked at Flagship Harbor Advisors. Outside of his advisory role, he operates FP Focus LLC, a tax and investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Jonathan Ayres is a financial advisor with Eagle Strategies (NY Life) in Georgetown, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2019 and has a concurrent affiliation with Nylife Securities LLC and New York Life Insurance dating back to 2008. Ayres also operates Ayres Financial & Insurance Services, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jonathan Ayres is an investment adviser representative with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 designations and has 42 years of industry experience. His career includes long-term roles at Nylife Securities LLC and New York Life Insurance Company, as well as operating Ayres Financial & Insurance Services since 2009. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Craig Eaton is a certified public accountant affiliated with Integrated Wealth Concepts LLC, where he has worked for three years. He has prior experience with Granite Peak Associates, Inc. and Moody, Famiglietti & Andronico, spanning over two decades. His professional background includes accounting alongside his financial advisory roles. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Kevin Mckinnon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. and Pentucket Bank since 2006 and previously at Cetera Investment Services LLC from 2001 to 2006. Outside of his advisory role, he is an officer of Salem Family Resources, an early childhood education organization in Salem, NH, where he participates in budgeting and event planning. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure, delegating investment analysis and account management to its investment adviser representatives while providing firm supervision.

Marybeth Breed is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 12 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options.

Michael Edwards is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor with Hightower Advisors and previously worked at Municrest Investment Management Company, LLC and Boston Hill Advisors, Inc. Outside of his advisory role, he serves as an editor for the New Hampshire sections of an internet-based magazine focused on outdoor sports. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a manager selection and multi-manager approach that includes both affiliated and third-party managers across various investment vehicles.

Brian Pirri is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Connectus Wealth Advisers, NEIRG Wealth Management, Purshe Kaplan Sterling Investments, New England Investment & Retirement Group, and Mintz Levin Financial Advisors. Outside of his advisory work, he is a principal at Business Succession Advisers, LLC, where he provides strategic planning for business exit plans. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds across discretionary and non-discretionary portfolios.

Noah Behrend is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Lincoln Investment, and Royal Alliance Associates. Outside of advisory work, he is the owner of Birch Tree Benefits, a business focused on group benefits and individual insurance sales and service. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning through a large network of independent advisors, utilizing a range of investment approaches and third‑party platforms.

Ai Welch is a financial advisor at Hightower Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Life from 1996 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager approach with a focus on manager selection and offers access to a range of investment vehicles, including mutual funds, ETFs, alternative investments, and private funds.

Brett Dalton is a financial advisor with Empower Advisory Group in Amesbury, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at GWFS Equities and positions in the food service industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage account holders, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

John Routhier is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Connectus Wealth Advisers, and Hemenway Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.