Jason Edinger is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 65 and Series 63 registrations. His prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST), Rinet Company, LLC, and Twin Focus Capital Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

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 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GenX Financial LLC and Transamerica Retirement Solutions. Outside his advisor role, he supports retirement plan management as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a comprehensive platform with managed-account programs, third-party asset manager access, and custody services, supporting clients with a range of investment options and model portfolios.

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 65 and Series 63 licenses and has prior experience at Cetera, CCR Wealth Management, and GWFS Equities. Heines also serves as a retirement consultant for CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, employing a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

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.

Rebecca Vanossenbruggen is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Cellular Sales of Knoxville Inc. since beginning her career in 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

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.

Christopher Connelly is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 22 years of industry experience. He co-owns One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance services. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, Transamerica Capital, Princor Financial Services, and Principal Life Insurance. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its Investment Management and Research team and a robust operations and technology platform.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Soner Uguz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at GWFS Equities, TLT Cleaning, Speedway, Camme Transportation, and Flightline Inc. Outside of financial advising, he has been involved in janitorial services and contract security work. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.