Kyle Cornell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Merrill Lynch and multiple roles within Bartholomew & Company Wealth Management and Commonwealth Financial Network. 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 about $213 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.

Michael Hodge is a CFP® with over 31 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network from 1999 to 2026 and with Cetera since 2026. He is also president and 50% owner of Hodge Associates, Inc., a private entity providing accounting, tax planning, securities, and fixed insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs and access to third-party asset managers, while providing custodial and clearing services.

Robert Thompson is a financial advisor with Integrated Wealth Concepts LLC and holds six years of industry experience. He has previously worked at The Patriot Financial Group and Fletcher Tilton PC. In addition to his advisory role, he is a manager and employee at Bisceglia, Steiman & Fudeman, a full-service accounting firm. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Samuel Quoos is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, including his current role starting in 2025. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Brandon Avergon is a financial advisor with TLG Advisors, Inc. in Framingham, MA, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at The Leaders Group Inc, Rockefeller Financial LLC, and Brookwood Securities Partners, among others. He is president of several consulting businesses focused on trusts and international insurance. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and a digital program called Starlight Portfolios.

Gregory Stamas is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including 21 years with Park Avenue Securities and Guardian Life Insurance Company. He is also involved with Stamas Financial Group, LLC, an insurance sales business. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account features including discretionary management, alternative investments, and securities-based lending.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Brett Kubiak is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Cambridge Investment Research and Cetera Advisor Networks, and concurrently serves with the Worcester Police Department. Kubiak is also appointed as a life insurance and fixed annuities agent. Capital Analysts serves a diverse client base ranging from individual investors to institutional clients, offering discretionary and non-discretionary portfolio management through multiple programs and access to third-party managers. The firm employs a proprietary mutual fund screening process and supports advisors in providing customized investment solutions alongside fiduciary services.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Frederick Brose is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with infinex Investments, Inc. and Fidelity Bank since 2012. Outside of his advisory roles, Brose is involved in various nonprofit organizations, serving on investment committees and boards, including positions at All Saints Church, Icon Museum & Study Center, Music Worcester, and a family charitable foundation. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that includes access to alternative investments and lending solutions.

Jonathan Mack is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 designations and has 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Commonwealth and Bartholomew & Company in 2024. Mack also engages in fixed insurance sales outside his advisory role. 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 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, retirement consulting, and custody services.

Rebekah Pennell is a CFP® professional with nine years of industry experience, currently serving at Creative Planning. Her prior work includes roles at Ferris Capital, Fidelity Brokerage Services, and Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Thomas Brennan is a financial advisor with Commonwealth Financial Network in Auburn, MA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

Armand Cote III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Larson, Potter, Stratton & Cote Financial since 2018 and has been affiliated with Commonwealth since 2014. Outside of his advisory roles, he is a co-owner of Harte's Home, Inc., a furniture store. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, offering both discretionary model portfolios and customizable program options.

Michael Santo is a financial advisor with Empower Advisory Group in Framingham, MA, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. He has been with Empower Retirement since 2015 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and operates within Empower’s recordkeeping and administrative platforms.

Jennifer Moran is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Ameriprise Financial Services, Inc. from 2013 to 2020 and has been affiliated with Commonwealth Financial Network and Bartholomew & Company in various capacities since 2020. Moran also engages in fixed insurance sales as part of her business activities. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, and custody services.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Group and its affiliated entities since 2015 in various capacities. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, using a multi-manager, research-driven approach focused on separately managed accounts and pooled funds. The firm manages approximately $42.7 billion in discretionary assets and offers additional trustee and commodity pool operator services through affiliated entities.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Private Advisor Group and affiliated LPL Financial since 2013. Manis is involved with Brookfield Insurance Partners, providing insurance and annuity services. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and coordinating services through multiple custodians.

Neil Gendreau is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Kestra Advisory since 2016 and is also associated with Kestra Investment Services, LLC and Fusion Financial Group. In addition to his advisory role, he is an insurance agent recommending fixed insurance products including annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, investment due diligence, and supports complex products and discretionary trading within its supervisory framework.

William Taylor is a financial advisor with Empower Advisory Group in Grafton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Fidelity Investments Institutional Services Company, Inc. for 25 years and has been with GWFS Equities, Inc. since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base with a higher client-to-advisor workload than many peers.