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.

Jocelyn Dent is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having three years of industry experience. She has been with TD Bank and its affiliated entities since 2016. 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 using both affiliated and third-party sub-managers through platforms such as Envestnet, with a focus on percentage-of-AUM wrap fees and cross-border advisory services.

Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

Dennis Nelson is a CFP®-certified financial advisor with 50 years of industry experience. He is currently with Lincoln Investment and previously worked at Edward Jones, Parkland Securities LLC, Sigma Planning Corp, and Denco Consulting Group. Nelson holds an emeritus trustee position at Doane University and serves as a non-public arbitrator for FINRA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and adaptive investment strategies.

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.

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.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

Paul Redfearn is a financial advisor with Eagle Strategies (NY Life) based in Reading, Massachusetts. He holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked with NYLife Securities LLC since 1983 and owns Redfearn Financial & Insurance Services LLC, which he has operated since 2008. In addition to his advisory work, he volunteers as an auditor for First Baptist Church, reviewing their financial records. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Josh Dreseris is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with RBC Rochdale, LLC, having previously worked at firms including BNY Mellon Advisors, Pershing LLC, Lockwood Advisors, and Janney Montgomery Scott. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional entities, offering discretionary and non-discretionary portfolio management, sub-advisory services, and model delivery. The firm employs a multi-strategy investment process that integrates quantitative screening and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across multiple asset classes.

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.

Neil Flaherty is a CFP® professional with 28 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023. Prior to that, he spent 22 years at TIAA and held roles at Cambridge Investment Research Advisors and The Foundry Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

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 (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

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.

Andrea Bates is a CFP®-certified financial advisor with 34 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Medford, MA. Her career includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, and she operated Bates Insurance Agency, Inc. for 17 years. She serves as secretary of the Medford Kiwanis Club and co-founded Retirebridge, focusing on retirement income planning strategies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Andreane Bolduc is a CFA® charterholder at Savant Wealth Management with four years of industry experience. Prior to joining Savant in 2026, she worked at Heritage Financial Services, LLC for eight years and Wellington Management for two years. She also has a background that includes time at Northeastern University. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based, model-driven asset allocation and actively managed strategies.

Joseph Sabelli is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and has been associated with Sabelli & Company since 1986. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Michael Callahan is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2026. He previously worked at Sachetta & Callahan, LLC for 13 years and Sachetta, LLC for 19 years, as well as at Quest Financial Services, Inc. for three years. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative investment analysis through an Investment Committee and provides a range of strategies including ESG and specialist portfolios.