Todd Ehrenberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Darin Leeman is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia since 2022. Leeman serves as an adjunct professor and academic researcher in business management and is secretary of Friends of Moeckel Pond, a nonprofit focused on the preservation and maintenance of a historic dam in Windham, NH. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Jeffrey Ryan is a financial advisor with Commonwealth Financial Network based in Danvers, MA. He holds the Series 63 designation and has one year of industry experience. His prior roles include positions at Beacon Benefits Advisor and several third-party administrator firms. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and support services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Brian Glick is a CFA® charterholder with three years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. His background includes both advisory and tax-related roles. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Clinton Hyland is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. 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 offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

Pedro Rodriguez is a CFP®-certified financial advisor with 13 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. since 2022. Prior to this, he worked for Gwfs Equities, Inc. for seven years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and delivers financial plans and ongoing reviews through an interactive online platform.

Jason Hutchinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Lincoln Investment and Edward Jones. Outside of his financial advisory work, he is employed part-time in a non-investment role involving appointment scheduling. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

Allison Delena is a CFP® professional with 12 years of industry experience. She is currently affiliated with Commonwealth Financial Network and The Blanchette Financial Group, having held roles at these firms and others including Mass Mutual Investors Services and Metlife Securities Inc. Delena is based in Newburyport, 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 model portfolios managed by its Investment Management and Research team, and offers operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.

Staci Fall is a financial advisor at Equity Services, Inc. with 26 years of industry experience. She holds Series 65, Series 63, and Series 66 designations. Her prior experience includes roles at Santander Securities, LLC, Santander Bank, NA, and Commonwealth Financial Network. Outside of her advisory work, she serves as attorney-in-fact under a durable power of attorney for a family member. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Nathaniel Tilton is a CFP® with 24 years of industry experience, currently serving as an advisor at Commonwealth Financial Network and leading Tilton Wealth Management since 2013. He has been affiliated with Commonwealth Financial Network since 2006. Outside of his advisory work, Tilton is an author of both fiction and non-fiction pieces. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through various advisory programs and back-office services. The firm offers a wide range of investment options and model portfolios, combining discretionary management with customizable program structures.

Daniel Sherr is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been operating Sherr Financial since 2010. Outside of advisory work, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custodial services, supporting both discretionary and nondiscretionary portfolio management approaches.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services, Balanced Rock Investment Advisors, and Boston Impact Initiative. Jahan serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager providing financing to microfinance institutions in developing countries. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with external managers and a broad array of investment options.

Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. 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, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Richard Pignone is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services Advisors, and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Staples is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities in various roles since 2015. Prior to his career in financial services, he worked at Best Buy Corporation for 11 years. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary programs, including a digital advisory platform that utilizes proprietary algorithms to recommend ETF-based portfolios.

Stephen Belsanti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. Outside of his advisory role, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody and clearing services, providing advisors with multiple portfolio implementation options.