Regina Moreira is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at TD Bank N.A., Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of advisory work, she is a co-owner of a family rental property. 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 customers, offering portfolio management, financial planning, and access to multiple investment vehicles through its affiliated and third-party managers.

Carol Esposito is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Esposito Financial Group under Commonwealth Financial Network since 2006, with previous experience at Masconomet Regional School District and Esposito Law Office. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Paul Cyr is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. for 15 years and Fidelity for 2 years prior to joining Empower Advisory Group. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within a model closely tied to Empower’s recordkeeping and administrative platforms.

John Akoury is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2014. Akoury also engages in offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Robert Capone Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He previously worked at Stifel for 14 years before joining Commonwealth and founding Engineered Wealth Solutions, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

John Loehner is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Commonwealth Financial Network since 2003 and is the sole owner of Atlantic Wealth Strategies, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers customizable investment solutions and manages discretionary model portfolios through its Investment Management and Research team.

Jocelyn Dent is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having three years of industry experience. She has been with TD Bank and its affiliated entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers through platforms such as Envestnet, with a focus on percentage-of-AUM wrap fees and cross-border advisory services.

Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

Thomas Dexter is a financial advisor with Commonwealth Financial Network in Gloucester, MA. He holds the CFP® and Series 66 designations and has 22 years of industry experience. He has worked at Spinnaker Wealth Management and Commonwealth Financial Network since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

Timothy Helman is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and is co-owner of The Blanchette Financial Group, a private entity involved in securities, advisory, and insurance services. Helman has worked with Commonwealth Financial Network since 2014 and is based in Newburyport, MA. 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 managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Josh Dreseris is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with RBC Rochdale, LLC, having previously worked at firms including BNY Mellon Advisors, Pershing LLC, Lockwood Advisors, and Janney Montgomery Scott. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional entities, offering discretionary and non-discretionary portfolio management, sub-advisory services, and model delivery. The firm employs a multi-strategy investment process that integrates quantitative screening and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across multiple asset classes.

Beth Castantini is a CFP® with eight years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Port Wealth Management and Whole Wealth Management, both since 2016, and continues her role at Commonwealth. Outside of advisory work, she spends a portion of her business hours on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custodial services, serving hundreds of thousands of individual and institutional clients with approximately $213 billion in assets under management.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with GWFS Equities, Inc. since 2016. 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. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matthew Stead is a Series 65-licensed financial advisor at Allworth Financial, L.P. with seven years of industry experience. He previously worked for Sachetta & Callahan, LLC for twelve years before joining Allworth Financial in 2026. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and operates educational programs, using a combined quantitative and qualitative investment approach with customized allocations and a variety of specialized portfolios.

Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

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.