Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. 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 extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Stephen Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Ameritas in various capacities since 2006 and is also president of Boston 128 Companies Inc and Boston 128 Insurance Agency Inc, where he is involved in sales, training, and management. Outside of finance, he is an author of thriller fiction and writes under SLB Publishing LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, relying on model portfolios, third-party sub-advisers, and custom strategies, with a focus on client reviews and plan sponsor consulting.

Kyle Swaim is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with firms including Bartholomew & Company Wealth Management, TB Group, and Granite Financial Partners. Outside of advising, he owns New England Trapper, LLC, an online clothing business, and operates an auto detailing service as a sole proprietor. 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 adviser support through managed-account programs, access to third-party asset managers, and custody/clearing services.

Matthew Palmgren is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at Lincoln Investment Planning, Raymond James and Associates, and Fidelity Investments Institutional Services Company. Palmgren serves on the board of Rutland Youth Soccer, a local youth sports organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house investment management team and proprietary screening processes to manage discretionary and non-discretionary portfolios, offering a range of advisory services through affiliated custodians and a network of advisors.

David Rampello is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 35 years of industry experience. He has been with Commonwealth since 2012. In addition to his advisory role, he is involved in fixed insurance sales as an agent under the name Park View Wealth Management. 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 support services, including discretionary model portfolios and customized investment solutions, while offering operational, trading, compliance, and practice-management resources to affiliated advisors.

David Anderson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2011, alongside his role at Financial Foundations beginning in 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios with access to proprietary and third-party investment solutions.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 23 years of industry experience. He has been with Private Advisor Group since 2012 and has a prior affiliation with LPL Financial dating back to 2007. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment strategies and platforms.

Gregory Freeman is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach supplemented by shorter-term trades for rebalancing or cash needs.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Matthew Fletcher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at LPL Financial, Flipside Crypto, Inc., and Morgan Stanley. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Gail Sullivan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis along with a range of investment strategies and affiliated services.

John Frongillo Jr. is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Lincoln Financial Advisors for nine years before joining Integrated Wealth Concepts and LPL Financial in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a combination of internally managed strategies and third-party asset managers with a primarily long-term investment approach.

Daniel Walsh is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. He has been with Walsh Investment Services and Commonwealth Equity Services, Inc. since 1992. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a wide array of securities and insurance products.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

Justin Desantis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked with Ameritas Advisory Services since 2021 and previously with MacDonald Insurance and Financial Services. Outside of his advisory work, he officiates hockey games. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Adam Zandonella is a financial advisor with Eagle Strategies (New York Life), holding Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Bain Capital LP and has roles with McGuire & Wright Financial Group LLC focused on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services that emphasize tailored recommendations and primarily non-discretionary asset management.

Ruslan Burshteyn is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and also operates Stowbrook Business Solutions, providing accounting services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, consulting, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a range of sponsored model and wrap-fee options.

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 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.

Joseph Richmond is a financial advisor at Commonwealth Financial Network with two years of industry experience. He is also the president and owner of Joseph A Richmond CPA PC, a firm he has led since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers diverse investment solutions, including discretionary model portfolios and customizable program options.