Edward Ritchie is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at True North Financial Partners, Ritchie Financial, Nylife Securities Inc., and New York Life Insurance Company. He serves as an officer and director for Boston Area Youth Soccer. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Joseph Russo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding a Series 63 designation and nine years of industry experience. He has been with Commonwealth Financial Network since 2017 and has prior experience with Acordia Northeast dating back 30 years. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Steven Dechiario is a financial advisor with Truist Advisory Services in Boston, MA, holding Series 63 and Series 65 credentials and maintaining 25 years of industry experience. His prior work includes 19 years at Citigroup Global Markets and his current roles at Truist Advisory Services Inc. and Truist Investment Services Inc. He has been with Truist since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

Laura Fleming is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes previous roles at LPL Financial, Lincoln Financial Distributors, Voya, and several other firms. 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, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.

Meghan Beatty is a financial advisor at Hightower Advisors with a Series 65 designation and four years of industry experience. She has worked at Hightower Advisors since 2022 and previously held positions at Morgan Stanley, Eaton Vance, and RSM. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Collin Proehl is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Waltham, MA. He has eight years of industry experience, including one year at UMass Amherst and nine years with Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Ryan Damaso is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors. He is also involved with Treeful Damaso Ancieto, Inc., a CPA affiliate program. 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, and family office services, employing a primarily long-term investment approach with customized portfolios that utilize mutual funds, ETFs, equities, and fixed income.

Pamela Destefano is a financial advisor with Eagle Strategies (NY Life) and holds Series 63, 65, and 66 designations. She has 29 years of industry experience, including roles at Nylife Securities LLC, New York Life Insurance Co, 20/20 Capital Management, and Ameritas Investment Corp. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Yanzhi Gong is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and eight years of industry experience. Gong has worked with NYLIFE Securities LLC since 2018 and has been associated with Boston University since 2016. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and a predominantly non-discretionary asset management approach.

Bradley Wilson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth LLC, and Boston Private Wealth LLC. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a combination of proprietary and external strategies, supported by internal investment and governance teams, to deliver customized portfolio management and family office services.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Nicholas Elkins is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Merrill, Fidelity Investments, and BDO USA. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and consulting services through various program structures, including Unified Managed Account wrap programs and third-party money manager access. The firm maintains a preference for non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Kristine Porcaro is a financial advisor with Hightower Advisors in Lexington, MA, holding Series 63 and 65 licenses and bringing 27 years of industry experience. She previously worked at Lexington Wealth Management, Inc. for 14 years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Teresa Finigan is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has operated Finigan & Associates since 2018 and also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory programs and multiple managed account offerings.

Matthew Murphy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has worked at various Guardian Life entities since 2006 and Park Avenue Securities since 2022. Murphy has also been associated with Northeastern University since 2004. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked for G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a comprehensive range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment strategy centered on enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. 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 range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.