Nathan Theroux is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party sub-managers.

Michael Burke is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc and Principal Life Insurance Company since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jesse Brady is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Stratos Wealth Partners, Ltd and Stearns Financial Group, serving since 2021, and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, he serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

Christian Odonnell is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked with TD Bank N.A. and Kelly Ford prior to his current role. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Matthew Elsenbeck is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ferris Capital, LLC for 10 years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Elijah Zeh is a financial advisor with Eagle Strategies (New York Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he was involved in the hospitality sector, including work with Chocksett Inn and Restaurant and Liquors 44 Hadley. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. 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 uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes positions at TD Bank N.A. and Citizens Securities, Inc. Outside of his advisory role, he writes and records music. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Charles Manoog is a financial advisor with Kestra Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Kestra Investment Services, LLC since 2007 and with Kestra Advisory Services since 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

David Mello is a financial advisor with Citizens Securities, Inc. in Woonsocket, RI, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Citizens Securities and affiliated entities since 2013, including Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Douglas Padden is a financial advisor at CWM, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CWM since 2020. Padden also serves on the Board of Directors for the Wayland Public School Foundation, where he reports on investment performance to assist with grant allocations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Megan Berkowitz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Her career includes roles at Commonwealth Financial Network and James N Ball & Company. Outside of advising, she is involved as a scale house operator for Tom Berkowitz Trucking. 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, access to third-party asset managers, and custody services, working with clients to implement portfolios through both internally managed models and external platforms.

Moira Moynihan Manoog is a CFP® with 32 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. She has worked with Kestra since 2016 and has been affiliated with Kestra Investment Services and the James J. Moynihan Insurance Agency for over two decades. Outside of her advisory role, she is president of the Westwood Hills Improvement Association and serves as the Zone I Awards Chair for the Garden Club of America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and supports recommended investments through due diligence on performance, fees, and management.

Cary Geller is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Brendan Mulhearn is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has prior experience at Constitution Capital Partners and Ernst & Young. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and an open-architecture selection process focused on asset allocation and manager due diligence.

Philip Mailloux is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and has been with Commonwealth and Larson, Potter, Stratton & Cote since 2023. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Peter Cardoza is a financial advisor with Commonwealth Financial Network and CSR Financial Services, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Commonwealth since 1999 and CSR Financial Services since 2000. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering managed model portfolios and customized investment solutions.

Michael Canfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He also engages in fixed insurance sales during a portion of his business hours. 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 comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.