Melissa Gallagher is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been with Commonwealth Financial Network since 2016. 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 including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Anna Larina is a CFP®-designated financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She previously served as president and investment advisor representative at The Financial Advisors, LLC for 19 years and is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across public and private asset classes and provides comprehensive reporting, analytics, and participant education for retirement plans.

Jonathan Marcus is a CFP® with 18 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent over a decade with Raymond James Financial Services. He also has experience managing rental properties. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and customized investment solutions.

Lucas Deslauriers is a CFP® professional with three years of industry experience, currently with Beacon Pointe Advisors, LLC. He previously worked at The Financial Advisors, LLC, where he served as president and managed the transition of the advisory business following an acquisition. His background also includes roles at Morgan Stanley and involvement with the Newport Gulls Baseball Club. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, utilizing both active and passive strategies across public and private markets.

Joshua Wilson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, Securities America, Inc., and National Planning Corporation. Outside of advisory work, he is co-owner of PIN Insurance, Inc., a private entity facilitating fixed insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional 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 affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and customized investment solutions.

Todd Myatt is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as Treasurer for the Danvers Youth Lacrosse league. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model and customized portfolios.

Julie Murphy is a financial advisor with Commonwealth Financial Network, holding a Series 66 license and 20 years of industry experience. She has been with Commonwealth since 2012. Outside of her advisory role, she holds a life, health, and disability license, which she uses exclusively in relation to her duties with Delta Equity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform including managed account programs, access to third-party managers, and custody services.

Leonid Kvitnitsky is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated model using affiliated funds.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of advising, she has been involved with Wamesit Lanes during her career. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools, with an emphasis on centralized due diligence and ongoing monitoring of third-party managers.

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.

Georgios Liakakis is a CFP®-designated financial advisor at Allworth Financial, L.P. with six years of industry experience. He previously worked at Sachetta & Callahan, LLC for ten years and RSM US, LLP for two years. Outside of finance, he is the owner and president of The Corner Cafe, a restaurant business in Lowell, Massachusetts. 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 portfolio strategies including core-satellite, pure-index, and options-based models, and it utilizes both discretionary and non-discretionary approaches supported by technology for managing held-away employer retirement accounts.

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.

Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research.

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.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services and three years at Raytheon. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Salvatore Maniscalco Jr. is a financial advisor with Commonwealth Financial Network in Belmont, MA, holding a Series 63 designation and 41 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1993 and Lexington Financial Group since 1987. Outside of advisory work, he is a 50% owner of an insurance agency and president of a securities business entity at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering discretionary portfolio management through its Investment Management and Research team.

Margaret Kantrowitz is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 10 years of industry experience. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo Clearing. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for high school seniors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement relationships. The firm combines point-in-time financial planning with ongoing discretionary portfolio management, using both model and customized portfolios under a fiduciary standard.

Aline Tellstone is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has prior work experience at Einstein's Workshop, Boston University, Victor Central High School, and Fitzsimmons Dance Factory. 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 support services, including discretionary model portfolios, personalized indexing, and retirement plan consulting.

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.