Steven Larson is a CFP® professional with 31 years of experience in financial advising. He is affiliated with Commonwealth Financial Network and has worked with Strategic Financial Divorce Planning and Larson, Potter, Stratton & Cote Financial since 2018. He also maintains a long-term role with Fallon Clinic and owns Larson Wealth Management, Inc. Larson holds Series 63 and Series 65 licenses and is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, technology, compliance, and investment management.

Richard Rosenthal is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at The Colony Group and Capital Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Casey Green is a financial advisor at Money Concepts Capital Corp with Series 63 and Series 65 licenses and two years of industry experience. Outside of financial services, Green is a personal trainer at Impact Fitness and owns a fitness training business. He also has roles in health insurance and snow removal. Money Concepts Advisory Service provides investment advisory and financial planning to a diverse client base, managing approximately $4.07 billion in assets through model-driven and asset-allocation approaches, including both discretionary and non-discretionary programs.

Thomas Wheeler is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of experience in the industry. He also owns and operates Thomas Wheeler CPA, a separate accounting practice he has managed since 1990. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, supported by a comprehensive due-diligence process and relationships with major custodians.

Morgan Mc Master is a financial advisor at Commonwealth Financial Network with five years of industry experience and holds the Series 66 designation. He has worked at SullivanKreiss Financial and Altara Wealth, among other firms. Outside of his advisory role, he works as a spin instructor at The Core Connection. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a range of managed-account programs, access to third-party asset managers, and custodial services, serving individual and institutional clients.

Victor Shulman is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes ten years at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in brokering non-registered insurance products and property and casualty insurance with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types, managing a substantial portion of assets on a non-discretionary basis while operating within the New York Life affiliate structure.

Nina Bond is a CPA and CDFA affiliated with Commonwealth Financial Network. She has nine years of experience providing CPA services through her own firm, Nina D. Bond CPA CDFA PC, and previously worked at Smith Sullivan & Brown P.C. from 2013 to 2018. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Clark Mc Mahon is a CFP® professional at Kayne Anderson Rudnick Investment Management, LLC with six years of industry experience. His prior roles include positions at Kestra Advisory Services, Commonwealth Financial Network, MineralTree, Vestmark, Invesco Distributors, and Eaton Vance. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its investment process across a broad range of equity and fixed-income strategies.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America, Inc., Coin Metrics Inc, Bitooda Technologies, and AB Quarters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal team and an investment committee, with services that include tax integration, family office capabilities, and employer financial wellness tools.

Michael Farmer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC in Worcester, MA. He has previously worked at Lincoln Financial Advisors and maintains a dual affiliation with LPL Financial. Farmer serves as a board director for Bay State Savings Bank, a nonprofit organization. Integrated Wealth Concepts LLC supports individuals, families, trusts, estates, businesses, and retirement plans through independent advisors. The firm offers discretionary investment management and financial planning services, constructing customized portfolios with a long-term approach while utilizing third-party asset managers and maintaining client assets with external custodians.

Robert Waskiewicz is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Financial Services and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, 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 to affiliated advisors.

Tobe Reed is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and 19 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Reed is also involved with Spector & Frisch Private Wealth Management in a non-investment capacity. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, corporations, pension plans, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Zachary Rome is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. Prior to joining Empower Financial Services, he held roles at American Answers INC, Assurance IQ, Tranzact, and Ehealth Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Mark Boldeia is a financial advisor with Commonwealth Financial Network in Leominster, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Timothy Carlson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Carlson also maintains involvement in non-variable insurance activities related to accident, health, disability, fixed, long-term care, and traditional life insurance. 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 advisory services, utilizing customized portfolios with a long-term approach alongside tactical rebalancing and cash management.

Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. His prior roles include positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Aldo also volunteers as a youth softball coach in Taunton, MA. 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 range of portfolio management and consulting services, leveraging both in-house and third-party strategies supported by technology and centralized due diligence.

Joshua Olson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group and Polaris MEP. Olson also engages in fixed insurance sales as a secondary business activity. 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 $213 billion in client assets. The firm provides a broad adviser-support platform with a variety of managed-account programs, third-party asset manager access, and comprehensive back-office services.

Charles Stratton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network since 2021, with prior roles at UBS Financial Services and Larson, Potter, Stratton & Cote Financial. 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 including managed-account programs, access to third-party asset managers, and custody services.

Simon Ellis is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to his current role, he has worked with Bright Future Financial, LLC, Nylife Securities, LLC, and New York Life Insurance Co. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages a fundraiser page supporting cancer awareness. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a range of programs, with most assets managed on a non-discretionary basis, operating within the New York Life affiliate structure.