Brooke Fleming is a financial advisor at Commonwealth Financial Network with 9 years of industry experience. She holds the ChFC® and Series 66 credentials. Brooke’s work history includes roles at EverRise and Ball Financial Services/James N Ball & Company. 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 $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, 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 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.

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® professional with six years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC. His prior work includes roles 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 high-net-worth individual investors. The firm’s investment approach focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments across a range of active 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 63 and Series 65 designations and previously worked at Securities America, Inc., Coin Metrics Inc, Bitooda Technologies, and AB Quarters. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and employer financial-wellness tools, using customized discretionary portfolios supported by both internal research and third-party managers.

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 Primerica Advisors in Whitinsville, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved in insurance services beyond Guardian when appropriate for clients. Primerica Advisors serves a broad retail client base and offers both transaction-based brokerage and fee-based advisory services, including financial and retirement planning. The firm employs a diversified investment approach using proprietary and third-party models, catering to individual investors, high-net-worth clients, and organizations.

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.