Maura Flaherty is a CPA with nine years of experience as a financial advisor at Commonwealth Financial Network and over 25 years in accounting. She is based in Marblehead, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports nearly 2,900 advisors nationwide and manages approximately $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Regina Moreira is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at TD Bank N.A., Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of advisory work, she is a co-owner of a family rental property. 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 customers, offering portfolio management, financial planning, and access to multiple investment vehicles through its affiliated and third-party managers.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

Carol Esposito is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Esposito Financial Group under Commonwealth Financial Network since 2006, with previous experience at Masconomet Regional School District and Esposito Law Office. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Amy Pasquarelli is a financial advisor with Osaic Institutions, Inc. and holds Series 63 and Series 65 designations. She has 13 years of industry experience, including roles at Brookline Bank, LPL Financial, Peoples United Advisors, and People’s Securities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party manager relationships.

Jeffrey Boyer is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding 14 years of industry experience. He has been associated with Boyer & Company PC since 1992. 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 discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

John Akoury is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked with these firms since 2014 and holds a Series 66 license. Outside of his primary advisory roles, he is involved in offering insurance products apart from those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies and offers a hybrid digital advisory solution called VestWise™.

Theresa Bedard is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Lion Street Financial. Mercer Global Advisors serves individuals, families, and institutions by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offers specialized services such as retirement plan consulting and charitable advisory.

Robert Capone Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He previously worked at Stifel for 14 years before joining Commonwealth and founding Engineered Wealth Solutions, LLC, 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 operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Patrick Pirone is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of advising, he owns Residual Concepts, LLC, a company involved in software leasing. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

John Loehner is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Commonwealth Financial Network since 2003 and is the sole owner of Atlantic Wealth Strategies, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers customizable investment solutions and manages discretionary model portfolios through its Investment Management and Research team.

Dennis Nelson is a financial advisor with Lincoln Investment holding CFP® and Series 63 designations and 50 years of industry experience. His career includes previous roles at Edward Jones, Parkland Securities LLC, Sigma Planning Corp, and Denco Consulting Group. He holds an emeritus trustee position at Doane University and has served as a non-public arbitrator for FINRA. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches, and manages approximately $22.9 billion in advisory assets.

Thomas Dexter is a financial advisor with Commonwealth Financial Network in Gloucester, MA. He holds the CFP® and Series 66 designations and has 22 years of industry experience. He has worked at Spinnaker Wealth Management and Commonwealth Financial Network since 2015. 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 with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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.

John Gregorio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Commonwealth and Capital Management Partners, LLC since 2007 and previously spent one year at Veravest Investment Advisors, Inc. Gregorio serves as adjunct faculty at Endicott College and teaches in the CFP Program through Dalton Educational. 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 $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services while providing a range of investment options through both proprietary and outsourced models.

Paul Redfearn is a financial advisor with Eagle Strategies (NY Life) based in Reading, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been involved with New York Life Insurance Company and its affiliated entities since 1982 and operates Redfearn Financial & Insurance Services LLC since 2008. Outside of his advisory roles, he serves as a volunteer auditor of financial records for the First Baptist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types, including fee-based advice and retirement plan consulting, with a strong emphasis on tailoring recommendations to client objectives and managing a majority of assets on a non-discretionary basis.

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.

Stephanie Rice is a Series 66–licensed financial advisor with Commonwealth Financial Network, based in Marblehead, MA. She has two years of industry experience and has worked at Commonwealth Financial Network since 2018, with prior roles including positions at ShorePoint Advisor Group, Blakely Financial, and educational institutions. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ajay Narang is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He also has over 20 years of experience as a CPA at Robert A. Cooper CPA PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income.

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. 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 offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.