Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Joseph Cahill is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the ChFC® designation and has been with Commonwealth since 2013. Cahill also owns and operates Joseph Cahill & Associates, Inc., which includes tax preparation services and a developing restaurant and hospitality business in Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and back-office support, allowing advisors discretion to construct portfolios from a broad range of securities and insurance products.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. 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 advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts 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, utilizing customized portfolios and a mix of internal and third-party management strategies.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. 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 broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

Laura Gustafson is a financial advisor at Allworth Financial, L.P., with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Shorepoint Capital Partners LLC, SK Wealth Management, LLC, and Forbes Financial Planning. Gustafson also serves as an adjunct faculty member at Rhode Island College, lecturing at the graduate level. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Rodney Kornegay is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been associated with Eagle Strategies since 2020 and operates Kornegay Kapital Group, LLC, through which he provides financial and insurance services. Outside of his advisory work, Kornegay serves on the boards of the Rotary Club of Bridgewaters, the Camala Foundation, and the Fuller Craft Museum. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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, operating within the integrated New York Life affiliate network.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Creative Wealth Solutions and Insurance Services, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, Hughes volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves on the board of South Shore Young Professionals, assisting with the interview process for the Grant Committee. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs, emphasizing fiduciary responsibilities and a predominantly non-discretionary asset management approach.

Keith Gaffney is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2026, he spent 21 years at TIAA-CREF and TIAA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program structures that integrate in-house and third-party strategies supported by technology and centralized due diligence.

Amy Mohan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC. Her prior experience includes roles at Ameriprise and UBS Financial Services. She is also involved in financial planning activities through Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.

Ross Deluca is a financial advisor with OSAIC Institutions, Inc. holding a ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. His prior work includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors LLC, and Securities America Inc. He serves as a part-time senior instructor in the Communication Department at Bridgewater State University and is treasurer and volunteer for the Brockton Symphony Orchestra. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

William Hughes is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Infinex Investments, Inc. and Bluestone Bank. Outside of his advisory role, Hughes serves as a board member of Space2Trhive, which involves event planning and coaching youth hockey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure with a distinctive model that emphasizes firm supervision and client control options.

Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.

Brendan Wright is a financial advisor with Eagle Strategies (New York Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and also operates McGuire and Wright Financial Group LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Carol Vesey is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She is based in Canton, MA. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Securities Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to tailor asset allocation and retirement guidance.

Jonathan Habib is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Santander Securities, LLC and Commonwealth Financial Network. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms alongside traditional managed account services.