David Maher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Martone Financial Group since 2006. Outside of his advisory role, he is employed in property management for a family-owned business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including customized portfolios and third-party asset manager access, while providing operational and compliance support to affiliated advisors.

Kenneth Knopf is a CFP® professional with 28 years of industry experience, currently serving at Valic Financial Advisors since 2009. He also holds an agent position at Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm employs Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Christine Flanders is a financial advisor with Integrated Wealth Concepts LLC in Nashua, NH, holding a Series 63 designation and two years of industry experience. She has a background that includes working at Levenson Goldberg and serving as managing partner at Fortitude CPA PLLC, a CPA firm. Integrated Wealth Concepts LLC 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 and retirement plan advisory services, and sponsors various wrap-fee programs with a focus on customized portfolios and a long-term investment approach.

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.

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.

Kathryn Vaughn is a financial advisor with Commonwealth Financial Network in Newton, MA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Commonwealth Financial Network since 2016. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, technology, and compliance support to affiliated advisors.

William Whelton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2012 and also works at Middlesex Savings Bank. His other business activities include fixed insurance sales conducted from a branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Craig Johnson is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Citizens Securities, Inc. since 2019 and previously was with Ameriprise Financial Services, Inc. from 2016 to 2019. He also has a background that includes a brief role at Bedford High School. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk tolerance.

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. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Walsh is a CFP® professional with 31 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and services through Cornerstone Financial Group and CFGPlan, focusing on life insurance products from multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and FINRA-member broker-dealer, managing a diversified advisory platform with significant discretionary and non-discretionary assets under management.

John Schuler is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at TIAA-CREF and TIAA since 2014, with prior positions at Charles Schwab and Charles Schwab Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing both model and customized portfolios while acting as adviser to the TIAA Donor Advised Fund.

Michael Gagerges is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Gwfs Equities, Inc. since 2005. Outside of finance, he works part-time with a family-owned general contracting business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Peter Ten Broeck Jr. is a financial advisor with Commonwealth Financial Network in Pepperell, MA, holding two years of industry experience. He has previously worked at Granite Financial Partners and operates Ten Broeck Insurance Group, where he is the owner and agent specializing in fixed insurance sales. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Dylan Greene is a CFP® with eight years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his role at Sequoia, he is also a Client Relationship Manager and Financial Planner at Affinia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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.

Steven Mcbee is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has worked at Empower Financial Services since 2015 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Brian Coneeny is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Coneeny Investment Management and Axial Financial. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering multiple program structures and discretionary model portfolios.

Richard La Cross is a CFP® and PFS™ with 20 years of industry experience. He is a partner and co-founder of GreenWave Financial Advisors, a firm specializing in tax and personal financial planning services. He has been affiliated with LPL Financial since 2016. He is an advisor at Integrated Wealth Concepts LLC, an enterprise firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. Integrated offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach with customizable portfolio options.

Stephen Carson is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Axial Financial Group since 2012 and Commonwealth Equity Services, Inc. since 1997. Outside of advising, he is a notary public. Commonwealth Financial Network supports a nationwide network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers comprehensive back-office, technology, and compliance support, while its Investment Management and Research team manages discretionary model portfolios and distinctive program structures.