Alesandra Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and BlackRock Investments. She also dedicates a small portion of her time to fixed insurance sales. 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 $200 billion in client assets, offering a broad range of managed-account programs and advisory support services.

Brian Newbold is a financial advisor with Empower Advisory Group in Reading, MA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Empower Retirement since 2019 and was previously with John Hancock from 2010 to 2019. 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 tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Dempsey is a CFP® professional with 17 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He previously worked for The Financial Advisors, LLC for 18 years and is involved as treasurer of the Andover Trails Committee, a nonprofit focused on land and river trail conservation. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines active and passive investment strategies with due diligence on third-party managers and maintains proprietary private funds alongside interval fund advisory roles.

Scott Gingras is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has also worked with LPL Financial since 2010. Outside of his advisory roles, he co-manages a family business in Nashua, NH. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with a network model of independent advisory representatives and uses a range of analytical techniques and technology platforms to support client services.

Cynthia Haddad is a CFP® with 33 years of industry experience and is currently with Sequoia Financial Group, L.L.C. She has held roles at several firms including LPL Financial and Purshe Kaplan Sterling Investments. Haddad also maintains responsibilities as Owner, COO, and Wealth Advisor at Affinia Financial Group and serves as an agent for fixed and traditional insurance products. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, supported by research and due diligence, and offers additional services such as trustee support and estate document preparation through third parties.

Robert Waskiewicz is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Financial Services and MetLife Securities Inc. 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 wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Masroor Hassan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at TD Bank N.A. from 2018 to the present, alongside a brief tenure at SunTrust Bank in 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Ai Welch is a financial advisor at Hightower Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Life from 1996 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager approach with a focus on manager selection and offers access to a range of investment vehicles, including mutual funds, ETFs, alternative investments, and private funds.

Paul Moriarty is a financial advisor with Eagle Strategies (New York Life) in Woburn, Massachusetts, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at New York Life Insurance Company since 2001 and has operated Moriarty Financial Group, LLC from 2006 to 2025. Moriarty serves as a board member of the Woburn Business Association and volunteers as an organizer for a local golf league. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm delivers tailored advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

John Routhier is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Connectus Wealth Advisers, and Hemenway Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Charles Cady is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 designations and has prior work experience at firms including Booz Allen Hamilton and Sea Machines Robotics Inc. Outside of his advisory role, he serves as the 1st Vice Commander on the E-Board of AMVETS Post 208 in Hudson, Massachusetts, overseeing membership activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Anna Larina is a CFP®-designated financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She previously served as president and investment advisor representative at The Financial Advisors, LLC for 19 years and is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across public and private asset classes and provides comprehensive reporting, analytics, and participant education for retirement plans.

Todd Myatt is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as Treasurer for the Danvers Youth Lacrosse league. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model and customized portfolios.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior work experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of her advisory work, she was involved with Wamesit Lanes from 2023 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and financial planning services and utilizes technology and centralized due diligence in its multi-structured advisory programs.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains affiliated entities specializing in accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Megan Swanson is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Rawad Kassem is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2024. He previously worked at Santander Securities, LLC and Santander Bank, NA, and spent one year at Morgan Stanley. Outside of his advisory role, he is a Notary Public and serves as power of attorney for his brother. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 17 years. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.