Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Securities Corporation and Bolton Global Capital for 20 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Stanton Green is a financial advisor with Lincoln Investment in Danvers, MA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011 and previously held roles at CUNA Brokerage Services, Inc. and Equitable Advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor- and firm-managed model portfolios, employing a mix of strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

Marybeth Breed is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 12 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options.

Erin Widell is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network since 2011. She also has a longstanding association with Axial Financial Group, where she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform of operations, technology, and investment management.

Michael Edwards is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor with Hightower Advisors and previously worked at Municrest Investment Management Company, LLC and Boston Hill Advisors, Inc. Outside of his advisory role, he serves as an editor for the New Hampshire sections of an internet-based magazine focused on outdoor sports. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a manager selection and multi-manager approach that includes both affiliated and third-party managers across various investment vehicles.

Christopher Indrisano is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His career includes roles at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Abdullahi Mohamed is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance operations.

Lisa Richard is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Commonwealth Financial Network since 2022 and previously worked at New England Wealth Management starting in 2010. 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, and custody services.

Alesandra Miller is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and BlackRock Investments LLC prior to her current roles at Commonwealth Financial Network and Axial Financial. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brian Newbold is a financial advisor with Empower Advisory Group in Reading, MA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Empower Retirement since 2019 and was previously with John Hancock from 2010 to 2019. 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 account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert D'ambrosio is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney since 2002. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Pamela Boardway is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 15 years of industry experience. She has worked at Commonwealth since 2018 and previously operated her own CPA firm, Pamela C. Boardway, CPA, PC, where she continues to perform tax and audit duties. Her prior experience includes roles at CETERA Financial Specialists LLC and Gauthier & Boardway, CPAs, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform offering advisory programs, investment management, technology, and practice-management support.

Michael Dempsey is a CFP® with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 18 years at The Financial Advisors, LLC. Dempsey serves as treasurer for the Andover Trails Committee, a nonprofit focused on land and river trail conservation. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other 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.

Cynthia Haddad is a CFP® with 33 years of industry experience, currently serving as an advisor at Sequoia Financial Group, L.L.C. She has held roles at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Haddad is also the owner and COO of Affinia Financial Group and an agent for fixed/traditional insurance products. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

Sean Flynn is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, Flynn manages Flynn Investment, LLC, a commercial real estate entity. 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 discretionary model portfolios and customized solutions, supported by a comprehensive operations and technology platform.

Masroor Hassan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at TD Bank N.A. from 2018 to the present, alongside a brief tenure at SunTrust Bank in 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Ai Welch is a financial advisor with Hightower Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Northwestern Mutual Life for 27 years before joining Hightower Advisors in 2023. Hightower Advisors serves a broad mix of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s approach includes multi-manager solutions, proprietary research, and customized portfolio construction involving a variety of investment vehicles.

Heidi Hanson is a CFP® professional with 28 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and also owns Hanson Financial Group, LLC, which facilitates securities, advisory, and insurance business. Her prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Daniel Santanello is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Capital Management Partners, LLC and Winslow, Evans & Crocker, Inc. in prior roles. Outside of his advisory work, he is involved as a pickleball instructor and serves as an ambassador for Selkirk Pickleball Products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance services, while offering discretionary model portfolios and customizable program options.