Brendan Mulhearn is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has prior experience at Constitution Capital Partners and Ernst & Young. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and an open-architecture selection process focused on asset allocation and manager due diligence.

Philip Mailloux is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and has been with Commonwealth and Larson, Potter, Stratton & Cote since 2023. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Peter Cardoza is a financial advisor with Commonwealth Financial Network and CSR Financial Services, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Commonwealth since 1999 and CSR Financial Services since 2000. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering managed model portfolios and customized investment solutions.

Patrick Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Commonwealth Financial Network since 2020, with prior roles at Jackson National Life Distributors and John Hancock. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including custom and model portfolios, supported by comprehensive operations, trading, technology, and compliance platforms.

Ashley Riley is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and previously worked at Bartholomew & Company Wealth Management, LLC. Riley is also involved in fixed insurance sales on a limited basis during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a range of managed-account programs, third-party asset manager access, and custody services.

Ashley Rieser is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Moneta Group Investment Advisors, LLC since 2022 and previously held roles at Saxony Capital Management and Saxony Securities. Rieser holds a Series 66 license and is based in Worcester, MA. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies alongside niche services such as planning for professional and developing athletes.

John Potter is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds a Series 63 designation and has worked at Larson, Potter, Stratton & Cote Financial since 2018, in addition to his ongoing role at Commonwealth Financial Network since 2014. Outside of his advisory work, he is the owner of Potter Wealth Management, Inc. 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. The firm offers support in operations, trading, technology, investment management, compliance, and practice management, while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Patricia Garner is a CFP® and holds a Series 66 license with 19 years of industry experience. She is currently with CWM, LLC and previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council, a nonprofit organization that collaborates with the community to create opportunities. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors serving individuals, families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan services through discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Richard Patient is a financial advisor with Money Concepts Capital Corp in Worcester, MA, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts since 1997 and operates a CPA firm, Patient, Lynch & Associates, PC, where he serves as president. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of investment programs utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Goulet is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding a Series 66 designation and having 21 years of industry experience. His career includes positions at Commonwealth Financial Network since 2019, Cetera from 2016 to 2019, and he has been associated with Goulet, Salvidio & Assoc. PC since 1972. 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 provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custodial and clearing services.

Heather Girolamo is a financial advisor with Commonwealth Financial Network in Worcester, MA. She holds a Series 66 designation and has 22 years of industry experience. Her prior work experience includes roles at Ryan Financial Advisors, Inc. and Ryan Wealth Advisors. She is also the owner of Birch City Ventures, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Carlos Nano Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses, with two years of industry experience. His prior work includes roles at Atlantis Auto City and 99 Moody LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Devon Cooney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has previously worked at Charles Schwab and Cambridge Investment Research firms. Cooney also spends a small portion of his time on fixed insurance sales. 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 about $212.7 billion in client assets. The firm provides a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

David Malatesta is a financial advisor with VOYA Financial Advisors, Inc. in Lincoln, Rhode Island, holding Series 63 and Series 65 credentials and having 23 years of industry experience. His career includes roles at VOYA Financial and its affiliates beginning in 2010, as well as five years at Remedy 180. Outside of his advisory work, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, often providing non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Andrea Thompson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Boston Wealth Strategies, Sullivan Kreiss Financial, Excalibur Management, and Arciterra Companies. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers advisors discretion over client portfolios and manages discretionary model portfolios through its Investment Management and Research team.

Kerri Sullivan Kreiss is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including 20 years running her own firm, Sullivankreiss Financial, Inc., and currently co-owns Altara Wealth Inc., a private entity supporting securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Scott Brockman is a financial advisor at Farther with four years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Farther, he worked at MDRN Capital LLC and spent nine years at Zacks Investment Research. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes algorithmic rebalancing, AI tools, and a mix of ETFs, mutual funds, equities, and fixed income.

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

Katharine Blinn is a financial advisor at Equitable Advisors with a Series 66 designation and beginning industry experience. She has worked at Equitable Advisors since 2026 and previously held roles with Joshua Bublitz and Crius Energy. Outside of advising, she is involved with Gilded Lily Events. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both third-party investment managers and its own advisory representatives to implement a variety of investment solutions tailored to client risk tolerance and goals.