John Balzer is a financial advisor with Primerica Advisors in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Guardian Life Insurance Company and Park Avenue Securities since 2013. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Joseph Harton is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Citizens Securities Inc., and Scottrade. Harton is based in Danvers, MA. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Georgios Liakakis is a Certified Financial Planner® with six years of industry experience. He is currently with Allworth Financial, L.P. and previously worked for ten years at Sachetta & Callahan, LLC. Outside of financial advising, he is the owner-president of The Corner Cafe, a restaurant in Lowell, Massachusetts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of customized investment strategies and financial planning services, utilizing both discretionary and non-discretionary approaches, and features ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Mary Di Napoli is a financial advisor at Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Janney Montgomery Scott since 2002. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Dean Digregorio is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 21 years of industry experience, having worked at firms including VOYA Financial Advisors, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also co-owner of One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth 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 maintains affiliated entities specializing in accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dawn Rimari is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2004. Outside of her advisory role, she presents financial literacy programs to charter schools in Lawrence, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including discretionary model portfolios and personalized investment options. The firm offers operational, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Timothy Jordan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 31 years of industry experience. He has worked with Eagle Strategies since 2018 and has been operating Jordan Financial and Insurance Services since 2008. Jordan is involved in several community roles, including serving as President of the Haverhill Rotary Club and as a city councilor in Haverhill, MA. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advisory solutions and manages a substantial portion of assets on a non-discretionary basis through a wide network of affiliated representatives within the New York Life affiliate structure.

Elena Hogan is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Eagle Strategies and affiliated firms since 2022 and previously operated a business called Elena Hogan Healing. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Miranda Monte is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and eight years of industry experience. She is a co-owner of PIN Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Monte has worked previously with Securities America Advisors, Securities America Inc., and ProEast Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Robert Ellison is a financial advisor with Commonwealth Financial Network in Lynnfield, MA. He holds the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has been with Commonwealth Financial Network since 2002. Outside of advisory work, he is involved in fixed insurance sales. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Matthew Langis is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Langis has been with Infinex Investments, Inc. since 1999. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Donald Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Commonwealth Financial Network across multiple periods since 2002, with additional experience at College Funding/Alliance Financial and Bartholomew & Company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management.

Brigid Dolan is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Mass Mutual, and Prudential Insurance. 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’s approach integrates proprietary and third-party planning methodologies, focusing on long-term portfolio returns and client savings rates within a large-scale, affiliate-connected platform.

Austen Densmore is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC, he worked at Napoli Group McDonalds from 2013 to 2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Ryan Bajjaly is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he has experience in insurance brokering and previously worked in small business and athletics-related roles. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored, primarily non-discretionary strategies.