Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has worked at GWFS Equities, Inc. since 2016 and was self-employed for one year prior. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, serving a large participant base with point-in-time planning and managed account solutions.

Matthew Stead is a financial advisor at Allworth Financial, L.P. in South Hampton, NH, holding a Series 65 designation with six years of industry experience. Prior to joining Allworth Financial in 2026, he worked for Sachetta & Callahan, LLC for 12 years. 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 strategies including core-satellite, index allocations, and specialized models such as Buffered Equity ETFs and options-based overlays, and manages privately offered funds.

Laurence Knowlton is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 26 years before joining Rockefeller Financial in 2021. Outside of his advisory work, he serves as secretary for a rental property business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in variable insurance products, placement, and investment banking services.

Jason Edinger is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at CapFinancial Partners, LLC (CAPTRUST) and Rinet Company, LLC. He is currently affiliated with both Commonwealth Financial Network and Boston Wealth Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, with an emphasis on flexible portfolio implementation through both internal and outsourced model management.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GenX Financial LLC and Transamerica Retirement Solutions. In addition to his advisory role, Swasey serves as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a variety of managed account programs, third-party asset manager access, and comprehensive advisory support services.

Rebecca Landon is a CFP® professional with 22 years of experience in financial advising. She is associated with Eagle Strategies (New York Life) and Neville Financial Group, with a career spanning roles at New York Life Insurance Company and Nylife Securities LLC. Landon is also an insurance broker specializing in life and disability insurance. Eagle Strategies serves a diverse client base including individuals, corporate, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of advisory programs and emphasizes customized recommendations aligned with client and plan sponsor objectives.

Gregory Mason is a financial advisor with Eagle Strategies (NY Life) based in Hampton, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Eagle Strategies since 2014 and also operates Mason Financial Group, which brokers non-registered insurance products. He serves as Vice President of the One Park Ave Condo Association, where he assists with property maintenance and financial management. 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 primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Blanchette is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022 and previously from 2008 to 2022. He also leads The Blanchette Financial Group, which he co-owns and operates. Outside of his advisory work, Blanchette serves as a member and director of the board at the Newburyport Five Cents Savings Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer tailored portfolio solutions including discretionary model portfolios and various personalized program structures.

Ryan Brenneman is a financial advisor with Empower Advisory Group in Ipswich, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, CONCOURSE FINANCIAL GROUP, Protective Life Insurance Company, GWFS equities, and Four Seasons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates over short-term forecasts.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera, CCR Wealth Management, and Gwfs Equities. Heines also serves as a retirement consultant at CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Melissa Mulloy Mecozzi is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2014 and previously worked at Raymond James Financial Services, Inc. She serves as the Head Coach for the Massachusetts Institute of Technology Rifle team. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services with a platform that includes both proprietary and third-party portfolio management solutions.

Briar Golden is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. Prior to this, Briar worked at Mass Mutual Investors Services and MetLife Securities Inc. Briar also holds a Notary Public position. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary managed accounts and a digital advisory program that uses ETF-based portfolios tailored by proprietary algorithms.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Sheila Stehlin is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Newburyport, MA. She has 20 years of industry experience and has been with Commonwealth since 2015. Outside of her advisory role, she is a part owner of Port Capital Management, Inc. 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 back-office support, including operations, trading, technology, investment management, and compliance services.

Nathaniel Smith is a financial advisor with Empower Advisory Group in North Andover, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing while serving a large participant base relative to its advisor count.

Evan Arnold is a financial advisor with Commonwealth Financial Network in Newburyport, MA, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Port Wealth Management since 2020, and has prior experience at Glaukos and Avedro, Inc. Arnold is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and investment management through various program structures and discretionary model portfolios.

Joseph Hayes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to that, he spent 11 years at Boston Hill Advisors, LLC. He also has a background in brokerage, life, and health sales dating back to 1995. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to build customized portfolios.