Mateusz Poluha is a Series 66 credentialed advisor at Empower Advisory Group with one year of industry experience. His prior roles include positions at Empower Financial Services and academic and community organizations such as the Isenberg School of Management at UMass Amherst and the DEFA Film Library. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Ball is a financial advisor with Commonwealth Financial Network in Westborough, MA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has worked at Commonwealth Financial Network since 1986 and has operated James N Ball & Company, Inc. since 1999. Ball serves on the board of directors for Avidia Bank. 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, including discretionary model portfolios and personalized investment options, while providing operational and compliance support to affiliated advisors.

Brooke Fleming is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her work history includes roles at EverRise since 2024 and at Ball Financial Services/James N Ball & Company from 2014 to 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, third-party asset manager access, and custody services.

Michael Hanley is an advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Kestra Advisory since 2006 and has held roles at Berkshire Equity Sales, Inc. and FMG Financial Services dating back to 1989. Outside of his advisory work, Hanley manages Oakley Properties, LLC and participates as a customer attending board meetings at Avidia Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Magdeleine Guiney is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to her current role, she held positions at Benison Financial Services and Dell Technologies. 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 comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Lauren Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has worked at Commonwealth Financial Network since 2016 and is also associated with Joe Sent Me. 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 individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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 with Money Concepts Capital Corp in Worcester, MA, holding Series 63 and Series 65 licenses and three years of industry experience. In addition to advising, Casey works as a personal trainer at Impact Fitness. Money Concepts Capital Corp is an enterprise-scale advisory firm managing approximately $4.07 billion in client assets across a broad client base including individuals, pension plans, and corporations, offering model-driven and asset-allocation investment programs with services that include both advisory and brokerage functions.

Elizabeth Hansen is a financial advisor with Empower Advisory Group holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Righthand Capital, UBS Financial Services, Merrill, and Morgan Stanley. She is based in Natick, MA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, offering integrated services aligned with Empower’s recordkeeping and administrative platforms.

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 financial advisor with Commonwealth Financial Network based in Westborough, MA, holding CPA and CDFA credentials and having nine years of experience in accounting and financial advisory roles. She is the owner of Nina D. Bond CPA CDFA PC, a firm providing CPA services since 2017. 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 roughly $213 billion in client assets, offering a broad range of managed-account programs, third-party asset manager access, and custody services.

Bin Chen is a CFA® charterholder currently with Hightower Advisors in Natick, MA, where he has been since 2023. He has four years of industry experience, including previous roles at Boston Hill Advisors, Ager Group, and CreditEase Wealth Management. Outside of his advisory work, Chen is a shareholder in his family’s design firm and a family-owned restaurant. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Clark Mc Mahon is a CFP® with six years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC. Prior to joining Kayne Anderson Rudnick in 2026, he held positions at Kestra Advisory Services, Commonwealth Financial Network, and several firms in the financial services sector. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach and integrates proprietary governance and sustainability assessments in its portfolio construction across a wide range of equity and fixed-income strategies.

Tristan Munalem is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. His background includes roles at LPL Financial, Boston Properties, the Boston Red Sox, Axon Enterprise, and Babson College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm operates under a fiduciary model, utilizing technology and third-party strategists to implement tailored investment strategies.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also manages ARCH Wealth Management LLC. Archambault serves as president of Boston 128 Companies and the Millbrook II Condo Trust Association and is involved in real estate development through Arch Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple platforms and affiliations.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Securities America, Inc. and Coin Metrics Inc. John’s background includes roles at Bitooda Technologies and AB Quarters. Mariner serves a broad client base including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates in-house research with third-party strategies, while also providing specialized tax and administrative family office services.

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.

Darren Violette is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has been with Guardian Life since 2012 and also worked at Park Avenue Securities from 2018 to 2019. Outside of his advisory role, he is involved in insurance services beyond Guardian when appropriate. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs advisor-led discretionary management alongside model-based strategies and provides a range of financial planning and consulting services supported by proprietary and third-party platforms.