Jonathan Sudkin is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Cameron Smith is a financial advisor at Commonwealth Financial Network with 18 years of industry experience and holds the Series 66 designation. He has been with Commonwealth since 2011. 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 provides advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

Robert Rice is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corporation from 2013 to 2016. He also operates his own CPA affiliate program under Robert G. Rice, 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, and family office services, employing a primarily long-term investment approach with customized portfolios through internal management and third-party asset managers.

Richard Hanson III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth Financial Network since 2015. 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and offers services such as portfolio management, financial planning, and retirement consulting.

Anja Nickel is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at New York Life Insurance Company and its affiliates since 2014 and operates ABN Financial Strategies, LLC, through which she brokers non-registered insurance products. Nickel also serves as a board member of HR Alliance. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Allison Dagostino is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Commonwealth in 2019, she worked at Coastal Capital Group, Inc. and LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers various managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Aline Tellstone is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has prior work experience with LPL Financial LLC and Einstein's Workshop. 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 managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Bryan Rutledge is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth since 2015. 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, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Francis Burgoyne II is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 1995. In addition to his advisory role, Burgoyne also trains and manages insurance agents through his position as a Unit Field Trainer at Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a variety of securities.

Qing Yang is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC, Wells Fargo Clearing, and Morgan Stanley. Mercer Global Advisors serves individuals, families, and various institutions by providing investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other investment vehicles, while also offering specialized programs and integrated service platforms.

Medha Nadgir is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor, Beacon Pointe Wealth Advisors, since 2015. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines active and passive strategies with a formal due diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for several private funds.

Simon Ellis is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to his current role, he has worked with Bright Future Financial, LLC, Nylife Securities, LLC, and New York Life Insurance Co. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages a fundraiser page supporting cancer awareness. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a range of programs, with most assets managed on a non-discretionary basis, operating within the New York Life affiliate structure.

Stephen Devine II is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network since 2016 with a brief tenure at Partners Capital Investment Group in 2023 and LPL Financial LLC starting in 2026. Outside of his advisory work, he has been involved with 21 WEEKS LLC DBA Bar Salida since 2021. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Lynn Waples is a CFP® professional at Hightower Advisors with 12 years of industry experience. She worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. 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 retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.

Joshua Trubow is a CFP® professional with nine years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning and Management, LLC for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Felix Cincotta is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016 and also operates a CPA practice. Cincotta is a commissioned notary and continues to engage in CPA-related consulting activities. 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, and retirement plan advisory services, constructing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Michael Davis is a financial advisor with Eagle Strategies (NY Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He also operates Bright Future Financial, LLC, where he sells New York Life products and brokers non-registered insurance products. Davis is a member of the North Central Chamber of Commerce Government Affairs Committee and serves as Grass Roots Co-Chair for NAIFA Massachusetts. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.