Donald Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Commonwealth Financial Network across multiple periods since 2002, with additional experience at College Funding/Alliance Financial and Bartholomew & Company. 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, investment management, compliance, and practice management.

James Moriarty is a ChFC® credentialed financial advisor with 22 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has held roles at Fairway Group, LLC, Moriarty Financial Group, LLC, JPM Retirement & Legacy Solutions, LLC, and operates James P. Moriarty, CPA, LLC, providing tax and accounting services. He also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Bajjaly is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA. He holds Series 63 and Series 65 licenses and has six years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of finance, he has experience in the food service and lawn care industries. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and focuses primarily on non-discretionary asset management, working with a variety of client types including defined benefit and defined contribution plans.

Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives. Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management. Outside of work, Bailey has interests in fitness, social events with friends, and golf.

Tania Cadieux is a financial advisor with Empower Advisory Group in Georgetown, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Mihai Popa is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Commonwealth and Axial Financial Group since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Frank Marzella is a CFP® with 31 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has held roles at Brookline Bank and Infinex Investments since 2016, with prior experience at Merrill, SSN Advisory, Inc., and Commonwealth Financial Network. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a large network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Steven Bromberger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and Wells Fargo Funds Distributor, where he worked for 11 years, as well as shorter tenures at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is an owner of Tara Bella Winery, a wine production and distribution business. 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 account holders. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning services.

Nishan Mootafian is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Mootafian has involvement in non-variable insurance activities. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, using customized portfolios and a long-term investment approach, while also sponsoring wrap-fee programs and employing both internal and third-party asset management.

Richard May is a financial advisor with Eagle Strategies (New York Life) based in Peabody, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Eagle Building and Remodeling for nine years. He operates Dickinson Wealth Strategies, LLC, through which he sells insurance products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client needs, managing the majority of assets on a non-discretionary basis.

Ryan Hart is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Hart is also involved in insurance brokering through outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets under management held on a non-discretionary basis.

Dennis Fergusson is a CFP® professional with 27 years of industry experience. He is the owner and president of Fergusson Financial, a firm he has led since 2007, and is affiliated with Commonwealth Financial Network. Fergusson also conducts fixed insurance sales as an agent under the Fergusson Financial name. 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, including discretionary model portfolios and customized investment solutions.

Kenneth Bucci is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He has led Bucci & Associates since 2005 and also owns a CPA firm in Stoneham, MA, where he dedicates significant time. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Paul Girard is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Girard serves as a board member and coach for the Hamilton/Wenham Youth Football Program in S. Hamilton, 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, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Peter Callas is a Series 66-credentialed financial advisor with Commonwealth Financial Network, bringing 18 years of industry experience. His prior work includes roles at EverRise and Ball Financial Services Co. Outside of advising, he maintains a separate career as a psychotherapist. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors. The firm manages over $200 billion in client assets and provides a range of managed-account programs, third-party asset manager access, and custody and clearing services.

James Bossieux is a CFP® with 25 years of industry experience currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Charter Oak Capital Management and The Vanguard Group, including Vanguard Marketing Corporation. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios and a variety of investment vehicles such as low-cost ETFs, index funds, and separate account managers.

Erin Di Carlo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding eight years of industry experience. She previously worked at 2Sisters Senior Living Advisors for four years and currently owns a company that assists seniors with transitioning from their homes and eventually listing and selling their properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, 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, investment management, compliance, and practice-management resources.

Kathryn Cunningham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and is also associated with 1017 Financial Group. Outside of her advisory roles, she is involved in life insurance brokerage activities supporting client services and relationship management for Condon Sullivan Wealth Management and Condon & Co. Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and both advisory and broker-dealer services. The firm manages a mix of discretionary and non-discretionary assets and maintains third-party asset manager relationships under a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.