Kevin Sanchez is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior experience at Sachetta, LLC, Allied Universal, and Keenan Financial, among other roles. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts.

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted at her branch location. 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 over $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Janice Mc Garry is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various strategies, including core-satellite, pure-index, and options-based overlays, and is notable for its airline industry division and management of privately offered income funds.

Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Maura Flaherty is a CPA with nine years of experience as a financial advisor at Commonwealth Financial Network and over 25 years in accounting. She is based in Marblehead, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports nearly 2,900 advisors nationwide and manages approximately $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

Carol Esposito is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Esposito Financial Group under Commonwealth Financial Network since 2006, with previous experience at Masconomet Regional School District and Esposito Law Office. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

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.

Amy Pasquarelli is a financial advisor with Osaic Institutions, Inc. and holds Series 63 and Series 65 designations. She has 13 years of industry experience, including roles at Brookline Bank, LPL Financial, Peoples United Advisors, and People’s Securities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party manager relationships.

Jeffrey Boyer is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding 14 years of industry experience. He has been associated with Boyer & Company PC since 1992. 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 support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

John Akoury is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked with these firms since 2014 and holds a Series 66 license. Outside of his primary advisory roles, he is involved in offering insurance products apart from those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies and offers a hybrid digital advisory solution called VestWise™.

Theresa Bedard is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Lion Street Financial. Mercer Global Advisors serves individuals, families, and institutions by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offers specialized services such as retirement plan consulting and charitable advisory.

Robert Capone Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He previously worked at Stifel for 14 years before joining Commonwealth and founding Engineered Wealth Solutions, LLC, a private entity facilitating 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 provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Patrick Pirone is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of advising, he owns Residual Concepts, LLC, a company involved in software leasing. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

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.