Coley Odonnell is a financial advisor with Commonwealth Financial Network in Hingham, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at Boston Wealth Strategies, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. 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 $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, 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.

Sarah Newell is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Hingham, MA. She is co-owner of Longtide Financial Partners, a private entity engaged in securities, advisory, and insurance business. Her career includes multiple tenures at Commonwealth Financial Network and Samuel Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized indexing options, and various managed account solutions while supporting advisors with operations, compliance, and technology services.

Brian O'Leary is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Eagle Strategies since 2019 and operates Semper Financial Group, LLC for brokering non-registered insurance products. Outside of advising, O'Leary volunteers with the ETS Sponsorship Program to assist transitioning military personnel and serves on the board of Fisher House Boston, which provides lodging for servicemembers and their families receiving medical care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailoring recommendations while managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, a private entity involved in 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 back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Joseph Cahill is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the ChFC® designation and has been with Commonwealth since 2013. Cahill also owns and operates Joseph Cahill & Associates, Inc., which includes tax preparation services and a developing restaurant and hospitality business in Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and back-office support, allowing advisors discretion to construct portfolios from a broad range of securities and insurance products.

Colleen Maimaron is a financial advisor with Commonwealth Financial Network, holding eight years of industry experience. She has been involved with Gone To Tennis, Inc. since 2011. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm acts as a back-office and platform provider, supporting advisors with operations, trading, technology, compliance, and practice management.

Brian Gotta is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been involved with United Planners since 1990. Gotta is president of Gotta Retirement Services, Inc. and also serves as a notary public. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Blake Hopkins is a financial advisor with Transamerica Financial Advisors in Quincy, MA, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. His prior work includes over a decade at Santander Bank and seven years at Santander Securities. He also engages in sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She has worked at The Colony Group, LLC since 1997. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Garrett Forsberg is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2019, with prior experience at GWFS Equities Inc. Forsberg also engages in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, 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, allowing affiliated advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management strategies.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Mark Forsberg is a financial advisor with Commonwealth Financial Network in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1998 and Canada Life Of America Financial Service since 1993. Forsberg is also president and sole shareholder of Forsberg Insurance Planning, Inc., an entity focused on insurance and securities. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Yuan Liu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at SS&C Technologies Holdings, Fin Tacs LLC, SCORE, Debtmerica, KPMG US LLP, World Financial Group, Inc., and JP Morgan Chase. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.