Jason Levine is a CFP® professional with 24 years of industry experience, currently serving at Capital Analysts in Danvers, MA. He has been associated with Auday Group since 2000. Levine is a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a model emphasizing fiduciary responsibility and customized advisory services.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

William Whelton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2012 and also works at Middlesex Savings Bank. His other business activities include fixed insurance sales conducted from a branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Josh Dreseris is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and 16 years of industry experience. He has worked previously at BNY Mellon Advisors, Inc., BNY Mellon Securities Corp., Pershing LLC, and Lockwood Advisors, Inc. Since 2025, he has been with CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Craig Johnson is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2019. Prior to joining Citizens Securities, he worked at Ameriprise Financial Services, Inc. from 2016 to 2019 and had a brief tenure at Bedford High School in 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside its broker-dealer and insurance operations.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has worked at GWFS Equities, Inc. since 2016 and was self-employed for one year prior. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, serving a large participant base with point-in-time planning and managed account solutions.

John Schuler is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at TIAA-CREF and TIAA since 2014, with prior positions at Charles Schwab and Charles Schwab Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing both model and customized portfolios while acting as adviser to the TIAA Donor Advised Fund.

Michael Gagerges is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Gwfs Equities, Inc. since 2005. Outside of finance, he works part-time with a family-owned general contracting business. 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 delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Matthew Stead is a financial advisor at Allworth Financial, L.P. in South Hampton, NH, holding a Series 65 designation with six years of industry experience. Prior to joining Allworth Financial in 2026, he worked for Sachetta & Callahan, LLC for 12 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including core-satellite, index allocations, and specialized models such as Buffered Equity ETFs and options-based overlays, and manages privately offered funds.

Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

James Hayward is a financial advisor with Eagle Strategies (New York Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with New York Life and its related entities since 2013 and currently operates under his own firm, Hayward Financial, LLC, which brokers insurance products alongside his advisory work. Eagle Strategies serves a diverse client base including individual investors and institutional 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 within the integrated New York Life affiliate structure.

Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Chris Hernandez Mata is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and four years of industry experience. He has held positions at several firms, including F.H. Cann & Associates and Massachusetts Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a structured recordkeeping and administrative platform.

Steven Mcbee is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has worked at Empower Financial Services since 2015 and joined Empower Advisory Group in 2026. 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. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. 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, utilizing a platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Kathleen Joy is a financial advisor with Commonwealth Financial Network based in Westford, MA. She holds three years of industry experience and has been retired since 2012. 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 variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational and compliance support to affiliated advisors.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. 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, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GenX Financial LLC and Transamerica Retirement Solutions. In addition to his advisory role, Swasey serves as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a variety of managed account programs, third-party asset manager access, and comprehensive advisory support services.

John Pallaria is a financial advisor with Principal Financial Services in Windham, NH. He holds the CFP® designation and Series 63 license and has 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2003. Outside of his advisory role, Pallaria serves as president of the Cobbett’s Pond Improvement Association, a nonprofit focused on maintaining local water quality, and teaches financial planning courses preparing candidates for CFP certification at several institutions, including Boston University and Kaplan Financial Services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment and promoter arrangements.

Matthew Morin is a financial advisor with Empower Advisory Group in Londonderry, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.