Christopher Eppich is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and Atlantic Planning Group LLC, where he provides financial planning and personal financial solutions. Eppich is also involved in brokering non-registered insurance products through Ash Brokerage. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement investing.

John Ohearn is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth since 2011. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. Before joining Savant, he worked at Heritage Financial Services and held various roles in public and charter schools. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Jackson Rajchel is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. He has recently begun his career in financial advisory with prior experience at Goldman Sachs & Co. LLC and Pioneer Bank. Outside of finance, his background includes work in the food service and landscaping industries. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized teams and integrates capabilities from across the Goldman Sachs ecosystem.

Bridget Holbrook is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Kline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has worked at Integrated Wealth Concepts LLC and LPL Financial since 2016. Kline holds Series 63 and Series 65 licenses. 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 consulting services, utilizing customized portfolios with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Fraser Mc Lean is a CFP® and CFA® with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously worked at North American Management Corp. for 10 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Cameron Loomis is a financial advisor at TIAA-CREF based in Cambridge, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at the Hutkins Family and European Wax Center. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to a donor-advised fund while utilizing affiliated investment options.

James Moore is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His background includes roles at Dynamic Skating and Michigan State University prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard on its RIA services and manages portfolios through model and customized strategies within a vertically integrated structure.

Jake Amell is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Pioneer Bank, and Bentley University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary management strategies.

Richard Rodeschini is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, NYLIFE Securities LLC, New York Life Insurance Co., and New York Private Trust Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

William Smiegal is a CFP® with 10 years of experience, currently working at The Colony Group, LLC since 2016. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm based in Boston, MA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, utilizing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Edward Evers is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc and Cantella & Co., Inc. In addition to his advisory role, he is also active as an insurance producer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Ngan Wedemeier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at Empower Financial Services since 2022 and previously held roles at Citizens Securities and Ameriprise Financial Services. Wedemeier was also involved with the Walton School PTO from 2010 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Connors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Commonwealth Equity Services since 1998. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operations, trading, technology, compliance, and practice-management support to its affiliated advisors.

Daniel Moraes is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and possessing 15 years of industry experience. His prior experience includes six years with Exit Strategies Group, LLC. Moraes is also involved in insurance brokering through various outside carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services with an emphasis on tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at M&T Bank and New York Life Insurance Company. Outside of financial advising, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Heather Crews is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and previously worked for CLERAC, LLC DBA Enterprise Rent-A-Car for 19 years. 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 wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.