James Cushman is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He has held previous positions at firms including ClearBridge Investments LLC, Legg Mason & Co LLC, and Invesco AIM Private Asset Management, Inc. Cushman holds Series 63 and Series 65 credentials. 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. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Peter Mcmanus is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been affiliated with Commonwealth Financial Network and Bartholomew & Company since 2009 and currently works at Bartholomew & Company Wealth Management. 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 serves hundreds of thousands of clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Amanda Bartolini is a financial advisor with Commonwealth Financial Network based in Lincoln, Rhode Island. She holds a Series 66 designation and has four years of industry experience. Prior to joining Commonwealth, she worked at Paul Santucci Financial Services and Webster Bank, and also spent time at the Community College of Rhode Island. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Michelle Newcomb is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Worcester, MA, with 15 years of industry experience. She has been affiliated with Commonwealth and Bartholomew & Company since 2011 and has spent one year with Bartholomew & Company Wealth Management, LLC. Outside of her advisory role, she is involved in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. 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 about $212.7 billion in client assets. The firm provides a range of managed account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in delivering personalized investment solutions.

Louise Henningsson is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and has just over two years of experience in the industry. Her work history includes roles at Bartholomew & Company Wealth Management, LLC, Bartholomew & Company Inc, as well as academic positions at Boston University and Saint Leo University. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Quinn is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Michelle Fuller is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63, 65, and 66 licenses. She has 22 years of industry experience, including roles at John Hancock and UBS Financial Services. She is the owner of Growth Accelerated, LLC, a shell company. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Michelle Hallenbeck is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 11 years of industry experience. She has been with Private Advisor Group and affiliated firms since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm uses a fiduciary-based model combining client goal assessment with portfolio management or manager selection, and employs a variety of investment strategies and technology platforms.

Alexander Bartholomew is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked with Commonwealth since 2010 and is also affiliated with Bartholomew & Co. Wealth Management, LLC and Bartholomew & Co. Inc. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Richard Bergeron is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Beacon Investment Services, Bank Rhode Island Investment Services, Bluestone Bank, Infinex Investments, and Mansfield Cooperative Bank. He also spends a portion of his time managing fixed insurance sales. 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 assets. The firm offers a broad adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Joshua Paul is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and Bartholomew & Company Wealth Management, LLC. He has been with Bartholomew & Company, Inc. and Commonwealth Financial Network since 1995. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. 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 over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.

Michael Burke is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc and Principal Life Insurance Company since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Boen is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 66 and Series 63 credentials and four years of industry experience. His career includes roles at National Financial Services, Fidelity Investments, TDAmeritrade, and Commonwealth Financial Network. Outside of finance, he has experience working in the food service industry at Wise Guys Pizza and Domino's Pizza. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, serving individual and institutional clients with a range of managed account programs, third-party asset manager access, and custody services. The firm offers both proprietary and outsourced portfolio management solutions and acts as a wrap-fee program sponsor with extensive back-office support.

Jesse Brady is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 designation and nine years of industry experience. He has worked with Stratos Wealth Partners since 2021 and was previously with Vaucluse Partners from 2016 to 2021. In addition to his advisory role, Brady serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with active monitoring and a mix of proprietary and third-party strategies.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Angela Casasanto is a financial advisor at Capital Analysts with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Casasanto serves as Co-Chair of the Charlton Cultural Council and is involved with the Women's Initiative of the United Way as a Finance Sub-Committee member. She also leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing an in-house Investment Management & Research team, as well as custom portfolios and third-party managers, supported by complex custodial arrangements and affiliations with Lincoln Investment.

William O'Donnell is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles with LBC Financial Group, LLC since 2019, as well as with Nylife Securities LLC and New York Life Insurance Company since the early 2000s. O'Donnell also operates LBC Financial Group, LLC, which focuses on brokering non-registered insurance products alongside New York Life offerings. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types, emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis.

Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Charles Manoog is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Kestra Investment Services since 2007. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

David Mello is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Bank and Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.