Rajiv Dayal is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and nearly two decades of industry experience. His career includes roles at LPL Financial and Lincoln Financial Advisors Corporation, and he has also been involved with Cohen Cohen & Co., a CPA affiliate program, where he serves as president and shareholder. 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 family office services, utilizing customized portfolios with a primarily long-term investment approach.

Cheryl Vozzella is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Morgan Stanley and Bank of America, N.A. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, utilizing both model and customized portfolios.

Jeremy Krol is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 22 years of industry experience and worked at Commonwealth Financial Network from 2016 to 2019 and again from 2019 to present, transitioning to LPL Financial in 2026. 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, managing around $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.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety 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 a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at several firms, including DMI and Symetra Securities, before joining Commonwealth in 2022. Outside of his advisory role, Lang is involved in the resale of Patriots season tickets. 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 over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Skelly is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Blue Line Financial, LLC and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis.

Leon Martin Jr. is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life Insurance Co. since 2002 and has served as an investment adviser representative at Atlantic Planning Group since 2017. Martin also operates under the name Atlantic Planning Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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.

Timothy Libby is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He operates Real Financial Strategies & Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and works extensively with both retail and institutional investors within the integrated New York Life affiliate structure.

Anneka Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her career includes roles at LPL Financial LLC, CUSO Financial Services, LP, MassMutual, and Copa Vida. 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 managing about $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 and plan consulting, and custody and clearing services.

Weicheng Feng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Transamerica, Feng worked at Information Resources, Inc. from 2021 to 2024 and has had a longstanding association with World Financial Group, Inc. since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, serving clients through both discretionary and non-discretionary programs.

Lauryn Doyle is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2014. Outside of her advisory role, she works as an independent consultant for Rodan + Fields. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering 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.

Ashley Plante is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial, The Patriot Financial Group, Securities America, and Merrill. Prior to her financial services career, she worked in the restaurant and communications sectors and attended Rhode Island College. 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 family office services, using a long-term investment approach combined with customized portfolios and model-based options.

Philip Proulx is a financial advisor with Money Concepts Capital Corp in North Chelmsford, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Money Concepts Capital Corp since 2011 and owns Proulx Family Financial, a tax preparation and bookkeeping business. Outside of his advisory role, he is involved with CodyQ, LLC, a consulting services firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory in its investment approach.

Louis Glantz is a financial advisor at Commonwealth Financial Network with 11 years of industry experience and holds a Series 66 designation. He has worked at Commonwealth Financial Network since 2010, with a brief concurrent affiliation at Vision Wealth Partners starting in 2026. 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 managing about $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.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.

Matthew Sugden is a financial advisor with Commonwealth Financial Network in Waltham, Massachusetts. He holds a Series 66 designation and has 21 years of industry experience. He has worked with Commonwealth since 2004 and joined LPL Financial LLC in 2026. 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 offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing roughly $212.7 billion in client assets.

Wei Xue is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at New York Life Insurance Co., NYLIFE Securities LLC, Eagle Strategies, Golden Summit Insurance & Financial Center Inc., and OpenWin Financial & Insurance Services LLC. Wei Xue is also a notary public in Massachusetts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.