Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., 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, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Zelen is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 66 licenses, and has 13 years of industry experience. His prior roles include positions at Citizens Securities Inc. and Wells Fargo Advisors. He volunteers monthly with the Boston Food Bank and Cradles to Crayons, assisting in packaging supplies for those in need. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers and a range of portfolio options including TD Managed, Guided, and Premier Guided Portfolios.

Patrick Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Commonwealth Financial Network since 2020, with prior roles at Jackson National Life Distributors and John Hancock. 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 services, including custom and model portfolios, supported by comprehensive operations, trading, technology, and compliance platforms.

Ashley Riley is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding a Series 66 credential and having 10 years of industry experience. She has been with Commonwealth since 2016 and previously worked at Bartholomew & Company Wealth Management, LLC. Riley is also involved in fixed insurance sales on a limited basis. 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 comprehensive adviser-support services, including managed-account programs and access to multiple third-party asset managers.

Ashley Rieser is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Moneta Group Investment Advisors, LLC since 2022 and previously held roles at Saxony Capital Management and Saxony Securities. Rieser holds a Series 66 license and is based in Worcester, MA. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies alongside niche services such as planning for professional and developing athletes.

John Potter is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds a Series 63 designation and has worked at Larson, Potter, Stratton & Cote Financial since 2018, in addition to his ongoing role at Commonwealth Financial Network since 2014. Outside of his advisory work, he is the owner of Potter Wealth Management, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers support in operations, trading, technology, investment management, compliance, and practice management, while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Patricia Garner is a CFP® and holds a Series 66 license with 19 years of industry experience. She is currently with CWM, LLC and previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council, a nonprofit organization that collaborates with the community to create opportunities. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors serving individuals, families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan services through discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Jennifer Tivnan is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2021. Prior to that, she was affiliated with James N. Ball & Company beginning in 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Richard Patient is a financial advisor with Money Concepts Capital Corp in Worcester, MA, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts since 1997 and operates a CPA firm, Patient, Lynch & Associates, PC, where he serves as president. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of investment programs utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Susan Miller is a CFP® and PFS™ with 23 years of industry experience. She has been with Focus Partners Wealth, LLC since 2019 and previously worked at Aurora Financial Advisors, LLC for 17 years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including 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 and managing a range of private and registered funds.

John Costello is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and previously worked at Pediatrics West P.C. for five years before joining Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at The Colony Group, LLC, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

James Goulet is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Cetera and Lincoln Financial Advisors, and he has been associated with Goulet, Salvidio & Associates PC since 1972. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology solutions, enabling advisors to deliver customized investment strategies under Commonwealth’s supervision.

Heather Girolamo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. She has worked at Ryan Financial Advisors, Inc. from 2003 to 2020 and has been associated with Commonwealth Financial Network and Ryan Wealth Advisors since 2020. She is also the owner of Birch City Ventures, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, third-party asset manager access, and custody/clearing services. The firm manages about $212.7 billion in client assets and provides both discretionary and nondiscretionary investment solutions.

Carlos Nano Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses, with two years of industry experience. His prior work includes roles at Atlantis Auto City and 99 Moody LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Devon Cooney is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Cambridge Investment Research. Cooney also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services.

Andrea Thompson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Boston Wealth Strategies, Sullivan Kreiss Financial, Excalibur Management, and Arciterra Companies. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers advisors discretion over client portfolios and manages discretionary model portfolios through its Investment Management and Research team.

Kerri Sullivan Kreiss is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including 20 years running her own firm, Sullivankreiss Financial, Inc., and currently co-owns Altara Wealth Inc., a private entity supporting securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Scott Brockman is a financial advisor at Farther with four years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Farther, he worked at MDRN Capital LLC and spent nine years at Zacks Investment Research. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes algorithmic rebalancing, AI tools, and a mix of ETFs, mutual funds, equities, and fixed income.