Maria Giampietro is a CFP® with five years of industry experience, currently advising clients through Commonwealth Financial Network. Her prior experience includes roles at James N. Ball & Company, Thrivent Financial, and Summit Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support, providing a comprehensive platform for both individual and institutional clients.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions in the restaurant and hospitality sector. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Salvatore Lombardi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked with Mass Mutual Investors Services and Securian Financial Services and has been associated with multiple Ameritas affiliates since 2013. In addition to his advisory role, he is licensed as an independent insurance agent providing long-term care and life insurance, and he recruits, trains, and develops agents through American Financial Partners. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and integrates multiple custodial platforms while supporting portfolio construction and ongoing consulting through its Investment Committee and third-party partners.

Jody Clement is a financial advisor with Eagle Strategies (NY Life) based in Hopkinton, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Eagle Strategies since 2018 and also operates Next Generation Wealth, LLC, which offers New York Life products and brokers non-registered insurance products. Clement has a longstanding career with NYLIFE Securities LLC and New York Life Insurance Company, both since 1999. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Raymond Clifford Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Lincoln Investment Planning Inc. since 2012 and has been associated with The Lincoln National Life Insurance Company and Clifford & Reno Insurance Agency for over three decades. Outside of his advisory role, he is involved as a principal in insurance sales and holds shareholder positions in local restaurant businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team and employs a proprietary mutual-fund screening process alongside multiple advisory options.

James Mcdermott is a financial advisor with Commonwealth Financial Network based in Westborough, MA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes over two decades at Commonwealth Financial Network, with a recent role at James N Ball & Company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, technology, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Oliver Cragan is a CFP® with 11 years of industry experience currently advising clients at Moneta Group Investment Advisors, LLC. His prior roles include positions at The Berry Group and Wells Fargo Advisors. 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 specialized concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department to deliver tailored, diversified multi-asset allocations and ongoing portfolio monitoring.

Brian Jamros is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding a Series 66 designation and 10 years of industry experience. He has been associated with Bartholomew & Company, Inc. and Bartholomew & Company Wealth Management, LLC since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Edward Gay is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has prior experience with LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Gay has a non-variable insurance business activity in Worcester. 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, family office services, and retirement plan advisory, employing a long-term investment approach combined with model and wrap fee programs.

Gregory Wood is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Wood has been with Eagle Strategies since 2022 and has worked with Nylife Securities LLC and NYL since 2011. He is a Junior Warden at the Massachusetts Freemasons' St. Alban's Masonic Lodge, where he participates in finance committee meetings and helps lead community events. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Eric Brisebois is a financial advisor with NewEdge Advisors in Westborough, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers as a soccer coach with the Arlington Soccer Club and serves as a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Brian Ganger is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He previously worked at Ball Financial and operates Brian James Financial Services, Inc., an entity related to his securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, and custody services.

Sarah Berry is a financial advisor at Moneta Group Investment Advisors, LLC with 47 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors and The Berry Group. Outside of her advisory role, Berry serves as a selectman for Cuttyhunk Island, Massachusetts, where she manages town affairs and oversees municipal operations. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Jay Merrill is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at American General Life Insurance Company, Banner Life Insurance, Clifford & Rano Associates, and Lincoln Investment Planning. Outside of his advisory work, he serves as treasurer for Paxton Little League and is a part-owner and officer of McGrath & Merrill Associates, an independent financial advisor office. Capital Analysts serves individual and institutional clients with discretionary and non-discretionary portfolio management, offering both model and custom portfolios alongside third-party manager access. The firm’s investment decisions are guided by an in-house investment management team and operate with a range of client authority options and affiliations.

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.

Christopher Hovey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes positions at Commonwealth Financial Network since 2017, Ball Financial Services Company since 2016, Merrill from 2012 to 2016, and Transamerica Financial Advisors in 2010. 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 individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing 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.

Patrick Healy is a CFP®-designated financial advisor with seven years of industry experience. He is currently with CWM, LLC and Carson Wealth, where he has worked since 2019. His prior experience includes roles at Northeast Planning Associates, Inc. and LPL Financial. Healy is also licensed to sell fixed insurance products including life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using a discretionary model portfolio approach overseen by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.

Peter Crinella is a financial advisor with Guardian Life in Northborough, MA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Robert Roy. Outside of finance, he was involved with the Guildford Flames Hockey Club for two years. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual, corporate, and institutional clients with brokerage, financial planning, and retirement consulting services, offering a range of advisory programs that include both proprietary and third-party investment strategies.