Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.

Julie Ruane is a financial advisor with Commonwealth Financial Network, holding 19 years of industry experience. She has worked at the Massachusetts Bay Transportation Authority (MBTA) since 1987. 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, enabling affiliated advisors to offer customized portfolio solutions and wealth management services.

Dianne Webster is a CFP® professional with 29 years of industry experience, affiliated with Commonwealth Financial Network. She has been the president and owner of Integrated Financial Strategies, Inc., operating as Insight Financial Horizons, since 1999. Her career includes fixed insurance sales alongside her advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Daniel Sherr is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been operating Sherr Financial since 2010. Outside of advisory work, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custodial services, supporting both discretionary and nondiscretionary portfolio management approaches.

Thomas Craig Jr. is a financial advisor with Commonwealth Financial Network based in Wilmington, MA, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at H.D. Vest Investment Securities, Inc. since 2001 and has been affiliated with Daneault Associates, Inc. since 1991. Outside of advisory work, he is involved with Rodman and Rodman, a CPA firm, where he works as an accountant. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and back-office support. The firm provides discretionary model portfolios and various customized investment solutions while supporting advisors with operations, technology, compliance, and practice management.

Daniel Lahiff Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2015 and was previously associated with Axial Benefits Group. His other business activities include fixed insurance sales. 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, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Rajiv Dayal is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has a longstanding affiliation with Cohen Cohen & Co., a CPA firm, where he serves as president and shareholder. 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 services, employing a long-term investment approach supplemented by shorter-term trading for rebalancing and cash needs.

Cheryl Vozzella is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Morgan Stanley and Bank of America, N.A. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, utilizing both model and customized portfolios.

Jeremy Krol is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 22 years of industry experience and worked at Commonwealth Financial Network from 2016 to 2019 and again from 2019 to present, transitioning to LPL Financial in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. 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 services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at several firms, including DMI and Symetra Securities, before joining Commonwealth in 2022. Outside of his advisory role, Lang is involved in the resale of Patriots season tickets. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Foreside Fund Services, Tidal ETF Services/Toroso Investments, Balanced Rock Investment Advisors, and the Boston Impact Initiative. She serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager providing financing to microfinance institutions in developing countries. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Richard Pignone is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services Advisors, and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Rachael Macedo is a financial advisor at Commonwealth Financial Network with six years of industry experience. She has worked at Caras & Shulman PC and PwC since 2012 and 2011, respectively. 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 operational support, including wealth management and retirement plan consulting, while allowing advisors discretion in portfolio construction supported by its Investment Management and Research team.

Anneka Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her career includes roles at LPL Financial LLC, CUSO Financial Services, LP, MassMutual, and Copa Vida. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Joseph Waters Jr. is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for Heritage Financial Services, LLC for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio 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 sub-advised mandates, supported by affiliated accounting, legal, and trust services.