Dequan Tian is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and concurrently serves as an independent contractor assisting clients with health insurance applications. Tian also has prior experience with World Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a variety of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors Corp and has operated his own CPA affiliate program through Peter McMahon, P.C. since 2002. 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, consulting, and sponsors wrap-fee programs, utilizing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Brian Dudley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of advisory work, he is a public notary and owns a separate business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.

Brad Capland is a Series 66-credentialed financial advisor with 26 years of industry experience. He is affiliated with Integrated Wealth Concepts LLC since 2016 and has prior experience at LPL Financial and MetLife Securities Inc. He also operates a CPA practice providing accounting and tax services for businesses, trusts, and individuals. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income using primarily long-term strategies alongside tactical rebalancing.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.

Carlos Escobar is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he has experience in livestock management with Palmira Capital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Austin Howie is a Series 66-licensed financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2017 and previously worked at the Metrowest YMCA. 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 around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a variety of investment options.

David Appel is a ChFC® professional with 33 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior roles include positions at LPL Financial, Integrity Alliance, Lion Street Financial, Royal Alliance Associates, and Signator Investors. 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 provides discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach while incorporating shorter-term trades for rebalancing and cash management.

Jack Freedman is a CFP® with two years of industry experience, currently serving at Hightower Advisors. Prior to joining Hightower, he worked at Bickling Financial Services and attended Bentley University. Outside of his advisory role, Freedman is the owner of Creatore LLC, a marketing company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with a variety of investment strategies including alternative investments and custom indexing.

Congqun Jian is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Jian has worked with Transamerica Financial Advisors since 2012 and is also affiliated with J&Z Financial Services, Inc., where they serve as president. Their background includes roles at the Heartland Institute of Financial Education and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a focus on integrated retirement plan solutions and a range of advisory platforms.

Wendy Wong is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Save My Cents, CVS Health, Rue Gilt Groupe, AT Kearney, and Dartmouth College. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

Brooke Smith is a financial advisor with Commonwealth Financial Network and co-owner of OpenRoad Wealth Advisors, LLC. She holds a Series 66 designation and has two years of industry experience. Prior to her current roles, she worked at Edward Jones and has experience in other industries including operations at Freight Farms, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and multiple program structures.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

Michael Carretta is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2005. 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, personalized indexing, and retirement plan consulting, while offering operations, technology, compliance, and practice-management support to affiliated advisors.

Lincoln Hurney is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held roles at Claro Advisors, LLC, Tufts University, Shawmut Design & Construction, and Harvard University. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Libby Ricciardi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Commonwealth since 2012. 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, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.