Garrett Forsberg is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2019, with prior experience at GWFS Equities Inc. Forsberg also engages in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management strategies.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Mark Forsberg is a financial advisor with Commonwealth Financial Network in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1998 and Canada Life Of America Financial Service since 1993. Forsberg is also president and sole shareholder of Forsberg Insurance Planning, Inc., an entity focused on insurance and securities. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Nelson worked at The Colony Group, LLC and spent several years at Northwestern Mutual in various roles. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Creative Wealth Solutions and Insurance Services, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, Hughes volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves on the board of South Shore Young Professionals, assisting with the interview process for the Grant Committee. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs, emphasizing fiduciary responsibilities and a predominantly non-discretionary asset management approach.

Amy Mohan is a CFP® with 12 years of experience in financial advising. She is currently with Ameritas Advisory Services, LLC and has prior work history at Ameriprise and UBS Financial Services. Mohan is also engaged in financial planning activities through Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Ross Deluca is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors, and Securities America, among others. Outside of his advisory work, he serves as a part-time senior instructor in the Communication department at Bridgewater State University and is Treasurer and a volunteer with the Brockton Symphony Orchestra. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model, delegating investment management to its representatives while providing firm supervision, and offers access to alternative investments, lending solutions, and customized advisory services.

John Grimes is a financial advisor with Commonwealth Financial Network in Plymouth, MA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining Commonwealth in 2025, he worked at Retirement Wealth Advisors Inc. for eight years and Nicholas Financial for 28 years. 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 discretionary model portfolios and customized investment solutions, supported by comprehensive operations, trading, technology, and compliance resources.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Daniel Mcdonald is a CFP® with 20 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2000. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies within an enhanced open architecture framework.

John Moravec is a financial advisor at Commonwealth Financial Network with four years of industry experience. He has been with Commonwealth since 2022 and has been retired since 2007. 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 discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Jamie Stone is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Stone has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he is a member of PeachPi LLC, where he is involved in investment activities and hiring to resolve property-related issues. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving a range of clients from plan sponsors to sovereign wealth funds.

Pamela Basse is a Certified Financial Planner® (CFP®) with 28 years of industry experience. She has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC, where she has been active since 2008. Basse serves on the board of Be Inspired Together, a nonprofit focused on fundraising and providing mental health services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides comprehensive services such as plan design, compliance, fiduciary consulting, and investment management, serving large clients including sovereign wealth funds.

Justin Walsh is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, Cambridge Investment Research, and Northern Lights Distributors, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Anthony Benoit is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2020, he worked at Hamilton Cornell Associates and New York Life Insurance. Outside of advisory services, he is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Jack Baird Jr. is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Focus Partners, Jack worked at The Colony Group and Credit Suisse Securities (USA) LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Luke Allen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Cantor Fitzgerald & Co, and ADP Broker Dealer Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser that supports 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 discretionary model portfolios and personalized investment solutions, while offering operational, trading, compliance, and practice-management support to affiliated advisors.