Beth Castantini is a CFP® certificant with eight years of industry experience, currently affiliated with Commonwealth Financial Network in Newburyport, MA. She has held roles at Port Wealth Management and Howland Capital, among others, contributing to her background in financial advisory. Outside of advisory services, she has participated in fixed insurance sales, dedicating a portion of her business hours to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides platforms for managed-account programs, third-party asset management access, retirement and plan consulting, and various custody and clearing services.

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.

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.

Jason Edinger is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at CapFinancial Partners, LLC (CAPTRUST) and Rinet Company, LLC. He is currently affiliated with both Commonwealth Financial Network and Boston Wealth Strategies. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, with an emphasis on flexible portfolio implementation through both internal and outsourced model management.

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.

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.

Richard West is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spearhead Capital Advisors, Perspecta Trust Company, and West Family Wealth Advisors. He is also the founder and president of West Family Wealth Advisors, a single-family office providing trust, estate, and investment advisory services to his family. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through a designated Private Advisor model.

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.

Stephen Blanchette is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022 and previously from 2008 to 2022. He also leads The Blanchette Financial Group, which he co-owns and operates. Outside of his advisory work, Blanchette serves as a member and director of the board at the Newburyport Five Cents Savings Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer tailored portfolio solutions including discretionary model portfolios and various personalized program structures.

Ryan Brenneman is a financial advisor with Empower Advisory Group in Ipswich, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, CONCOURSE FINANCIAL GROUP, Protective Life Insurance Company, GWFS equities, and Four Seasons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates over short-term forecasts.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera, CCR Wealth Management, and Gwfs Equities. Heines also serves as a retirement consultant at CCR Wealth Management. 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 investors. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Melissa Mulloy Mecozzi is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2014 and previously worked at Raymond James Financial Services, Inc. She serves as the Head Coach for the Massachusetts Institute of Technology Rifle team. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services with a platform that includes both proprietary and third-party portfolio management solutions.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Ronald Cooper Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Danvers, MA. He has been with New York Life since 2001 and leads The Cooper Fauteux Team since 2026. Outside of his advisory role, he owns Greyhorn LLC, a clothing company involved in product design and distribution. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a notable focus on retirement plan clients.