Matthew Acheson is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has 26 years of industry experience, including prior roles with Axa Advisors and Kestra Investment Services. Outside of his advisory work, Acheson is involved in real estate investment and ownership alongside his client-focused activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Joseph Russo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding a Series 63 designation and nine years of industry experience. He has been with Commonwealth Financial Network since 2017 and has prior experience with Acordia Northeast dating back 30 years. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Citizens Securities, he held positions at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

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.

Michael Persons is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA. He holds the Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fairway Group, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Additionally, he is appointed as an insurance broker with outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Bailey Bishop Jr. is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2017 and is currently associated with M.Y. Core Financials, LLC. Bishop serves on the board of the Essex County Estate Planning Council and is president of the North Atlantic Audi Club, a regional organization for Audi enthusiasts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of investors and plan sponsors, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Genevieve Rowell is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Securities, Inc. in Hudson, NH. She has worked at Citizens Securities since 2018, following an eleven-year tenure at CruCon Cruise Outlet. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing both discretionary management and a digital advisory platform.

Russell Broad is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds ownership and a treasurer position at Trico Inc, a contracted service provider for FedEx Ground. Additionally, he is a partial owner of a harness racing horse, which he owns as a hobby with family members. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Scott Harrison is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Santander Securities and People's United Advisors. Harrison is currently based in Woburn, MA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Kenneth Johnson is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds a Series 63 designation and has been with Commonwealth Equity Services, Inc. since 1991. His outside activity includes fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Erik Olson is a CFP® professional affiliated with Commonwealth Financial Network, based in Andover, MA, with 27 years of industry experience. He has been associated with Olson Financial Group and Commonwealth Financial Network since 2003. His other business activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Geoffrey Mccarthy Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Peloton Wealth Management. He also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Lori Ann Garside is a Series 66-licensed financial advisor at VALIC Financial Advisors with three years of industry experience. She previously worked at MainePERS for 27 years and currently holds a position as an agent at Agia, where she is involved with non-securities insurance products. VALIC Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

James Henry Jr. is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Craig Eaton is a certified public accountant affiliated with Integrated Wealth Concepts LLC, where he has worked for three years. He has prior experience with Granite Peak Associates, Inc. and Moody, Famiglietti & Andronico, spanning over two decades. His professional background includes accounting alongside his financial advisory roles. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

David Hanafin is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Northern Bank & Trust for 19 years followed by over a decade at Infinex Investments, Inc. Hanafin is also involved in insurance-related activities, serving as a liaison for various insurance agencies connected to banking services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model that combines firm supervision with delegated account management.

Edward Silbert is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over three decades at Fidelity Brokerage Services, Inc., as well as roles at Pinnacle Private Wealth, LLC. Outside of his advisory work, he is involved in managing a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research-driven processes.

Karen Weinhold is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Andover, MA, with 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and has held roles at TD Bank, N.A. since 2005, totaling 18 years at the firm. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.