Brandon Lund is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at ALDI Inc. from 2014 to 2017. Brandon is based in Salem, New Hampshire. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Esdale is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has led Esdale Wealth Advisors since 2006. Outside of advisory services, he is the managing member and sole owner of Claros Financial Services, LLC, an entity involved in processing securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Brian Gaumont is a financial advisor at Citizens Securities, Inc. in Nashua, NH, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Corey Landry is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Ameriprise Financial Services, Edward Jones, Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he co-owns Not Your Average Brick Brothers, a business focused on buying and reselling items on Amazon, primarily LEGO products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and delivers services including portfolio management, financial planning, and custody through third-party custodians.

Ramon Cervantes is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Fairway Group, LLC. He serves as a board member on the UU First Parish of Chelmsford Board of Investment, reviewing investments managed by an outside adviser. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

William Olson is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at GWFS Equities and Raymond James Financial Services. Outside of his advisory work, he volunteers in a local bowling league, helping establish rules, set teams, and manage events. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Wolff is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Paychex, Brooklyn Boulders, Lyft, CBRE Group Inc, and Barclays Capital Inc. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management services, offering a range of discretionary and customized investment solutions.

Isabela Miller is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Her work history includes roles at Axial Financial Group, Fidelity Investments, Wellington Management, and teaching positions at College of the Holy Cross. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform offering managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kenneth Lahey is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior career includes over a decade with Fidelity and subsequent roles at Empower Financial Services before joining Empower Advisory Group. 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 utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Spencer Betts is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at LPL Financial, Bickling Financial Services, Dietz & Lynch Capital, and Purshe Kaplan Sterling Investments. Betts is a partial owner of Bickling Financial Services, Inc., where he also serves as Chief Compliance Officer and provides full-service financial planning and asset management. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and diversified portfolio construction.

Mathew Smith is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and has prior experience with Uber and Barcelona Wine Bar. Outside of his advisory role, he serves as a board member and treasurer for Fellowship of the Wheel, a nonprofit organization that builds and maintains mountain bike trails in Chittenden County, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm employs model-based portfolio construction with Envestnet as sub-adviser and overlay manager and supports a large client base through its extensive advisor network.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. She has previously worked with Abaris Financial Group LLC and CWM, LLC. Outside of her advisory role, she owns Abbey Henderson LLC, a life coaching business, and serves as a committee member for the Community Foundation for MetroWest Professional Advisors Leadership Council. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes technology and centralized manager oversight to support advisors and clients.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Peter Morin is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His work history includes roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015, as well as Third3rd Financial Partners LLC and Fairway Group LLC. Outside of his advisory work, he serves as president of a local BNI chapter, managing weekly meetings and leadership activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elizabeth Malgari is a CFP® professional with five years of industry experience. She is currently affiliated with NewEdge Advisors, where she has worked since 2021, and previously spent several years at Abaris Financial Group. Outside of her advisory role, she is the owner of E. Malgari LLC, a self-directed IRA. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent representatives and employs technology-driven solutions alongside centralized due diligence and manager oversight.

Tara McDermott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Bartholomew & Company Wealth Management, Ryan Wealth Advisors, and Ryan Financial, Inc. She is also the managing member of Ryan-McDermott Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets, offering a broad platform of managed-account programs, third-party asset managers, and custody services.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Alison Wilcox is a financial advisor with Commonwealth Financial Network in Burlington, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Commonwealth, she worked at Axial Financial Group and Doble LeBranti Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custodial services.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. 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 accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He has prior experience at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions using a range of investment vehicles and conducts research through multiple analytical methods supported by third-party due diligence.