Julia Robinson is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and one year of industry experience. She previously worked at The Dinerstein Group LLC for ten years and has been associated with ABN Financial Strategies LLC and NYLIFE Securities LLC since 2024 and 2025, respectively. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional and charitable clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers, with a notable focus on non-discretionary asset management.

Ryan Kelley is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to joining Commonwealth in 2022, he worked at Brown Brothers Harriman, NYLIFE Securities LLC, New York Life Insurance Company, MSL Group, and Bentley University. Outside of his advisory role, he has worked as a driver for Uber Eats and DoorDash. 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. The firm provides a comprehensive support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Kenney is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has been with Commonwealth since 2011 and also has experience with LPL Financial beginning in 2026. 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, and offers a range of investment options including mutual funds, ETFs, and personalized indexing.

Rory Mc Nabb is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has four years of industry experience. He is also associated with Atlantic Planning Group, LLC, where he operates under a DBA to sell New York Life products and services. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Heather Doherty is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2008, with a one-year tenure at LPL Financial LLC beginning in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Zachary Reid is a Series 66-licensed financial advisor with Commonwealth Financial Network, where he has worked since 2018. He has two years of industry experience. Prior to joining Commonwealth, he was a student from 2014 to 2018. 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, wealth management, and retirement plan consulting, along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Wayne Richardson is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 17 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 provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Jennifer Lynch is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2015, with a two-year period at Grandview Partners, and has been associated with PlanWise Financial Group since 2021. Outside of her advisory work, she serves as an authorized signatory for Rising Star Athletics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Jason Wong is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Merrill from 2014 to 2019 and has been with GWFS Equities, Inc. since 2019. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Stephen Kochis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he serves as a firefighter with the Bolton Fire Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction.

Michael Baum is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth in multiple periods since 2008 and was also associated with Weiss, Hale & Zahansky Strategic Wealth Advisors. He is involved in fixed insurance sales as a secondary business activity. 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 support services, including discretionary model portfolios, wealth management, and retirement plan consulting, operating primarily as a platform and back-office provider.

Charlotte Spiegel is a financial advisor with Hightower Advisors, holding a Series 65 designation and six years of industry experience. Her work history includes roles at Argent Wealth Management, Consolidated Funeral Services, Framingham State Alumni Department, and Lovepop, Inc. Hightower Advisors serves a diverse client base including individual and institutional investors, offering investment advisory and planning services through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides access to various investment vehicles and portfolio management programs.

Fernando Perez is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Integrated Wealth Concepts and affiliated LPL Financial since 2016. 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, family office and retirement plan advisory services, and employs customized portfolios emphasizing a long-term investment approach with selective shorter-term trades.

Michael Broderick is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Atlantic Planning Group, LLC, Nylife Securities Inc., and New York Life Insurance Company since the mid-1990s. Broderick serves as an associate board member of Catholic Memorial High School and is a board member and director of The Julie Fund, which supports education, financial assistance, and research for women’s cancers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs tailored to client objectives, with most of its assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

David Youngwirth is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He has worked at Commonwealth Financial Network since 2011 and also has experience with LPL Financial LLC beginning in 2026. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Richard Burke is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Financial and LPL Financial 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 managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Lindsay Mae Hartman is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and 66 licenses and bringing 27 years of industry experience. She has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, utilizing both model-based and customized portfolio options.

Fazal Hussain is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding CPA credentials and two years of industry experience. He has prior experience at Lantheus Holdings Inc, CliftonLarsonAllen LLP, and KPMG, and is a partner at his own CPA firm, Fazal Hussain CPA PC. 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 family office services, using customized portfolios with a long-term investment approach.

Nancy Zhai is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to her financial advisory role, she held positions at Brandeis University International Business School and Brandeis University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans administered by TIAA. The firm offers a range of advisory services including customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Kathryn Vaughn is a financial advisor with Commonwealth Financial Network in Newton, MA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Commonwealth Financial Network since 2016. 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 custom portfolio solutions and retirement plan consulting, while providing operational, trading, technology, and compliance support to affiliated advisors.