Andrew Wood is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities since 2022, with previous roles at Citizens Bank, Merrill, and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 credentials 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, a private entity involved in securities, advisory, and insurance business. 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 back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Preston Wong is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Wong attended Northeastern University from 2020 to 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, and offers a variety of specialized investment programs and financial services.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. 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 broad range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Elody Wagnac is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Dorchester, MA. Her work history includes roles at Target Corporation and State Street Corporation prior to joining Janney. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Brian Gotta is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been involved with United Planners since 1990. Gotta is president of Gotta Retirement Services, Inc. and also serves as a notary public. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Blake Hopkins is a financial advisor with Transamerica Financial Advisors in Quincy, MA, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. His prior work includes over a decade at Santander Bank and seven years at Santander Securities. He also engages in sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked for G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a comprehensive range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment strategy centered on enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She has worked at The Colony Group, LLC since 1997. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. 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 personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, Cetera Advisor Networks, Pangea Wealth, and John Hancock Funds. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity involved in securities, advisory, and insurance business. 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, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management strategies.

Francis Mc Manus is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in youth basketball tournament admissions through Zero Gravity Basketball and serves as a board member and ambassador for the Walpole Chamber of Commerce. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a range of investment strategies and provides financial planning, portfolio management, and specialized advisory services through its CLASSIC Plus platform.

Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. Janney Montgomery Scott LLC is a large, 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 various advisory programs.