Jeffrey Aron is a CFP® with 18 years of experience in the financial industry. He is currently with Allworth Financial, L.P., where he has worked since 2026. His prior experience includes roles at Sachetta, LLC, Wealth Management Advisors, LLC, and North American Management Corp. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, qualified retirement plan consulting, and variable annuity sub-account servicing, utilizing both quantitative and qualitative analysis to create customized investment strategies.

Michael Caggiano is a financial advisor with Commonwealth Financial Network in Salem, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he is an ice hockey referee officiating high school and college games and serves as a gun safety instructor through his sole proprietorship, Salem Firearm Safety. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and a variety of program structures.

Stephen Luna is a financial advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including John Hancock and Voya Financial Partners. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Ronald Cooper Jr. is a CFP® professional with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been with New York Life since 2001 and leads The Cooper Fauteux Team. Outside of financial advising, he is involved in a clothing company, Greyhorn LLC, where he participates in product design and communicates with distributors and manufacturers. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Michael Buxbaum is a CFP® professional with 33 years of experience, currently serving at Commonwealth Financial Network since 2015. He holds the Series 63 designation and operates out of Gloucester, MA. Outside of his advisory role, he owns Mrb Companies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Fateh Sokkar is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Securian Financial Services, and New York Life Insurance Company. Outside of his advisory role, he is involved in group insurance activities with Principal. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and educational services, including access to proprietary and third-party advisory solutions.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. 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 $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Sheila Stehlin is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Newburyport, MA. She has 20 years of industry experience and has been with Commonwealth since 2015. Outside of her advisory role, she is a part owner of Port Capital Management, Inc. 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 services.

Cheyanda Myers is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at MassMutual, Valic Financial Advisors, and Lincoln Financial Group. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, managing portfolios across various securities to align with clients' goals and risk tolerances.

Steven Navarro is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Navarro is also involved in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Tyler Fouhey is a financial advisor with Empower Advisory Group in Beverly, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at GWFS Equities, Inc. for eight years and spent five years at Jimmy's Steer House. Outside of his advisory role, he has experience working as a restaurant server at American BBQ. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Nicholas Cross is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at firms including Tritower Real Estate Capital, DMB Financial, and TD Bank. Cross operates under the DBA Dickinson Wealth Strategies LLC for selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Howard Jr. is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Howard is also affiliated with Rocco Insurance and Financial Group, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers a range of programs, including fee-based hourly advice and co-advisory relationships, with most assets managed on a non-discretionary basis.

Christopher Connelly is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 22 years of industry experience. He co-owns One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance services. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, Transamerica Capital, Princor Financial Services, and Principal Life Insurance. 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, supported by its Investment Management and Research team and a robust operations and technology platform.

Eric Anderson is a CFP® with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2017, with brief intervals away from the industry. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and customized strategies.

Thomas Brussard Jr. is a CFP® and CFA® professional with seven years of industry experience. He currently specializes in non-variable insurance and annuities in addition to his advisory role. His prior experience includes positions at Geode Capital Management, Northwestern Mutual, Raymond James, and Boston Harbor Wealth Advisors. He is an advisor with SPC, a firm serving a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. SPC offers tailored, discretionary investment advice through a large advisory network and maintains operational partnerships with broker-dealers and insurance agencies.

Eric Sachetta is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Allworth Financial in 2026, he was a principal at Sachetta & Callahan, LLC for ten years and was involved with E Team Inc for seven years. Outside of his advisory work, Sachetta is an author and speaker, writing books and presenting on leadership and personal development at colleges since 2014. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of financial planning and portfolio management services using a combination of quantitative and qualitative analysis and offers specialized investment strategies alongside educational resources.

Joshua Haapanen 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. His prior roles include positions at Fidelity Investments, Citizens Bank, and Measured Wealth Private Client Group, LLC. Outside of his advisory work, he also works as an independent contractor delivering food for Uber Eats and DoorDash. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating 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 provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. 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 clients. The firm provides a comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.