Daniel Santanello is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Capital Management Partners, LLC and Winslow, Evans & Crocker, Inc. in prior roles. Outside of his advisory work, he is involved as a pickleball instructor and serves as an ambassador for Selkirk Pickleball Products. 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, including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance services, while offering discretionary model portfolios and customizable program options.

Paul Moriarty is a financial advisor with Eagle Strategies (New York Life) in Woburn, Massachusetts, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at New York Life Insurance Company since 2001 and has operated Moriarty Financial Group, LLC from 2006 to 2025. Moriarty serves as a board member of the Woburn Business Association and volunteers as an organizer for a local golf league. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm delivers tailored advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

John Routhier is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Connectus Wealth Advisers, and Hemenway Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Charles Cady is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 designations and has prior work experience at firms including Booz Allen Hamilton and Sea Machines Robotics Inc. Outside of his advisory role, he serves as the 1st Vice Commander on the E-Board of AMVETS Post 208 in Hudson, Massachusetts, overseeing membership activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Anna Larina is a CFP®-designated financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She previously served as president and investment advisor representative at The Financial Advisors, LLC for 19 years and is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across public and private asset classes and provides comprehensive reporting, analytics, and participant education for retirement plans.

John Balzer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory role, he is involved in the sale of insurance products as part of his business activities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Lucas Deslauriers is a CFP® professional with three years of industry experience, currently with Beacon Pointe Advisors, LLC. He previously worked at The Financial Advisors, LLC, where he served as president and managed the transition of the advisory business following an acquisition. His background also includes roles at Morgan Stanley and involvement with the Newport Gulls Baseball Club. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, utilizing both active and passive strategies across public and private markets.

Todd Myatt is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as Treasurer for the Danvers Youth Lacrosse league. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model and customized portfolios.

Joseph Harton is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Citizens Securities Inc., and Scottrade. Harton is based in Danvers, MA. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior work experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of her advisory work, she was involved with Wamesit Lanes from 2023 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and financial planning services and utilizes technology and centralized due diligence in its multi-structured advisory programs.

Georgios Liakakis is a CFP® professional with six years of industry experience. He joined Allworth Financial, L.P. in 2026 after a decade at Sachetta & Callahan, LLC. Outside of his advisory work, he is the owner and president of The Corner Cafe, a restaurant located in Lowell, MA. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a blend of quantitative and qualitative analysis through an Investment Committee to create customized portfolios using a range of investment strategies and offers comprehensive financial and wealth planning services.

Mary Di Napoli is a financial advisor at Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Janney Montgomery Scott since 2002. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Dean Digregorio is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 21 years of industry experience, having worked at firms including VOYA Financial Advisors, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also co-owner of One Retirement Source, 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 offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains affiliated entities specializing in accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dawn Rimari is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2004. Outside of her advisory role, she presents financial literacy programs to charter schools in Lawrence, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including discretionary model portfolios and personalized investment options. The firm offers operational, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Timothy Jordan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 31 years of industry experience. He has worked with Eagle Strategies since 2018 and has been operating Jordan Financial and Insurance Services since 2008. Jordan is involved in several community roles, including serving as President of the Haverhill Rotary Club and as a city councilor in Haverhill, MA. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advisory solutions and manages a substantial portion of assets on a non-discretionary basis through a wide network of affiliated representatives within the New York Life affiliate structure.