2025 Awardees
Ryan L. Bajjaly
Financial Advisor
Eagle Strategies LLC
Ryan L. Bajjaly began his career in financial services in 2019 with New York Life, where he developed a passion for helping clients achieve their financial goals. A 2018 graduate of Stonehill College with a degree in Criminology and Commerce, Ryan partners with business owners, professionals, and families to provide comprehensive financial planning and wealth management. His expertise includes retirement planning, investment strategies, and risk management, always delivered with a fiduciary commitment to putting clients’ best interests first.
Ryan holds his SIE, Series 7, 63, and 65 Securities Licenses, along with Life, Health, and Accident Insurance licenses. Throughout his career, he has been recognized for his outstanding performance and leadership, including qualifying for the 2021 New York Life Company Summit, earning Runner-Up for the 2022 Boston General Office Rookie of the Year, and being a three-time member of both the Boston General Office 100s Club and the Million Dollar Round Table. He has also achieved NYLIAC Annuity Silver Elite status three times and qualified twice for New York Life’s prestigious Executive Council.
Beyond his professional success, Ryan is deeply committed to giving back—supporting “Relay for Life” for over a decade and being recognized as a top fundraiser for cancer research. He is also actively engaged with NAIFA, most recently participating in “Day on the Hill” to advocate for positive change in the financial services industry.
Currently residing in Boston, Ryan enjoys boating, golfing, and exploring the city with his golden retriever, Goose, and his girlfriend, Alyssa.
Gregory Fortier, CFA®
Financial Advisor
Centinel Financial Group, LLC
Gregory Fortier brings over a decade of experience in providing tailored wealth management and retirement planning strategies to individuals and families. His client-centric approach ensures that financial strategies are not only personalized but also evolve to meet the changing needs of his clients throughout all of life’s stages. Greg emphasizes education, accessibility, and simplicity, striving to make the financial planning process clear and reassuring, so his clients feel confident and well-informed every step of the way.
As a CFA charterholder, Greg is an active member of the CFA Society of Boston and the CFA Institute, reflecting his commitment to upholding the highest standards of professional excellence in the financial industry. His dedication to continuous learning and professional development enables him to offer insights and strategies that are both innovative and effective.
Outside the office, Greg is deeply involved in his community, dedicating his time as a volunteer and an active member of the Boston University Alumni Association. His personal interests include playing guitar and indulging his passion for automobiles and golf. Greg resides in Scituate, Massachusetts, with his wife and three children, cherishing time with his family and contributing to the vibrant local community.
| Year | Name | Company |
|---|---|---|
| 2024 | Anthony DiChiara | Centinel Financial Group, LLC |
| 2024 | Carl Lipani | Northwestern Mutual |
| 2024 | Dylan Grocer, CFP | The Bulfinch Group |
| 2024 | Justin Doyle | Eagle Strategies | NY Life Securities |
| 2023 | Elisa Chan | G9 Financial |
| 2023 | Roger McDevitt, III | Centinel Financial Group |
| 2023 | Rachel Skerry James | Torque Financial Group |
| 2023 | Sam Philbrook | Commonwealth Financial Group |
| 2022 | Andrew Altenbach | The Bulfinch Group |
| 2022 | Phoebe Story, MS | Northwestern Mutual/Legacy Financial Group |
| 2022 | Drake Richey, AIF, CEPA | Commonwealth Financial Group / Bush & Company |
| 2022 | Robert Basiri, RICP | Centinel Financial Group, LLC |
| 2021 | Cassie Rotman CFP, CDFA, MBA | Partner 10 |
| 2021 | John DiRuggiero | Cross Coastal Advisors |
| 2021 | Jonathan Pierre | The Bulfinch Group |
| 2021 | Ryan Wagner | Robert Fine & Associates |
| 2020 | Heidi Quigley | Northwestern Mutual |
| 2020 | James M. DesRocher | TrueView Financial |
| 2020 | Michael Heberlein, CFP, ChSNC | Commonwealth Financial Group |
| 2020 | Bill Spencer, CFP, AIF | Spencer Financial |
| 2019 | Corey Phillips, RICP | The Bulfinch Group |
| 2019 | Evan Olsen | Northwestern Mutual |
| 2019 | Ian Fredrick | MassMutual |
| 2019 | John Wagner | Robert Fine & Associates |
| 2018 | Meghan Blomberg,MBA | Commonwealth Financial Group |
| 2018 | Brandon Eigenberg CFP® | AXA Advisors |
| 2018 | Andrew Guyton | The Bulfinch Group |
| 2018 | Christopher Brennan | Northwestern Mutual Investment Services |