Victoria Byrd is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021. Outside of her advisory role, she works as a Seasonal Guest Advocate in retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Carlos Escobar is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Investments and various educational institutions prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Basile is a financial advisor with Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Janney Montgomery Scott since 2005. Basile serves on the board of the Middlesex Community College Foundation. Janney Montgomery Scott 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, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

William Riquier is a financial advisor with United Planners' Financial Services of America and The Retirement Financial Center, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with United Planners and The Retirement Financial Center since 2011 and operates a non-variable insurance business under his own name. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Christina O Connell is a financial advisor at Eagle Strategies (New York Life) with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Baystate Financial and Bentall Kennedy. Outside of her advisory role, she serves as a Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers tailored solutions through various programs, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. 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 offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jason Hutchinson is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Lincoln Investment and Edward Jones. Outside of advising, he is employed part-time at QAD, where he assists with appointment scheduling. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting services.

Dianne Webster is a CFP® professional with 29 years of industry experience, affiliated with Commonwealth Financial Network. She has been the president and owner of Integrated Financial Strategies, Inc., operating as Insight Financial Horizons, since 1999. Her career includes fixed insurance sales alongside her advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Daniel Sherr is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been operating Sherr Financial since 2010. Outside of advisory work, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custodial services, supporting both discretionary and nondiscretionary portfolio management approaches.

Jane Hood is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. She has been with Commonwealth since 2000. She holds the Series 63 designation. 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 wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, and compliance.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Foreside Fund Services, Tidal ETF Services/Toroso Investments, Balanced Rock Investment Advisors, and the Boston Impact Initiative. She serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager providing financing to microfinance institutions in developing countries. Focus Partners Wealth, LLC 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 integrates active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Joseph Waters Jr. is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for Heritage Financial Services, LLC for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Lawrence Karle is a financial advisor with Commonwealth Financial Network in Harwichport, MA, holding CFP® and Series 63 credentials and having 20 years of industry experience. He is a partner at New England Wealth Management, LLC, a private entity that facilitates securities, advisory, and insurance business. His prior work includes positions at Resources Investment Advisors, Landmark School, Kestra Financial, and MassMutual. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and various program structures.

John Bevilacqua is a financial advisor with Commonwealth Financial Network based in Lynnfield, MA. He holds the ChFC® designation and Series 63 license, with 52 years of industry experience. His prior work includes 10 years at Capital Management Partners, LLC. He serves as a trustee on real estate trusts outside of his branch and is president and owner of Bfa Inc., a private entity connected to his investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers managed-account programs, third-party asset manager access, retirement consulting, and custody services, providing both internally managed and outsourced portfolio options.

David Dorgan is a financial advisor with Commonwealth Financial Network, holding nine years of industry experience. He has a background in healthcare, currently working at Partners Healthcare / Mass General Hospital since 2004. 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 operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Stephen Belsanti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, MSI Financial Services, Mariner, and New England Securities. He is also co-owner of Trident Benefit Solutions, LLC, an employee group benefits consulting firm. 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 manages over $212 billion in client assets. The firm provides a broad platform of investment management options, retirement and plan consulting, and custody services.