Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

Andrew Kehoe is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and The Bullfinch Group. Outside of his advisory work, Kehoe has been involved in the hospitality industry and volunteers with the Association of Financial Educators, conducting workshops and seminars. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Joseph Roberts Jr is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Lincoln Financial Advisors. Outside of his advisory work, he has an ownership interest in Terrier Sports, Inc. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios utilizing mutual funds, ETFs, equities, and fixed income.

Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. 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 wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Paul Beggan is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes long-term roles with Nylife Securities Inc. and N.Y. Life Insurance Co since 1985, along with tenures at The Incentive Group LLC and The Hilb Group of New England, LLC. Outside of his advisory role, he serves as a board member for the Stonehurst Village Condominium Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Fontaine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior career includes roles at True North Financial Partners, Ritchie Financial, and New York Life Insurance Company. He is also an insurance broker, managing outside insurance through various carriers. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly for retirement investors.

Dmitry Frenklakh is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2018 and at River Financial Group, LLC from 2019 to 2026. He is also engaged in insurance brokering for non-registered insurance products through outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jack Heintzelman is a financial advisor with Commonwealth Financial Network based in Needham, MA. He holds the CFP® designation and has eight years of industry experience. His prior work includes roles at Boston Wealth Strategies, Mass Mutual, and UBS Financial. He is a board member and co-owner of Liberty Cedar, Inc., a retail lumber company. 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 provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Skelly is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Blue Line Financial, LLC and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis.

Leon Martin Jr. is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life Insurance Co. since 2002 and has served as an investment adviser representative at Atlantic Planning Group since 2017. Martin also operates under the name Atlantic Planning Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Timothy Libby is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He operates Real Financial Strategies & Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and works extensively with both retail and institutional investors within the integrated New York Life affiliate structure.

Thomas Licciardello is a financial advisor at Guardian Life with 25 years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he spent over 30 years at Compass Securities Corporation. Licciardello also serves as principal of Licciardello Financial Services, an investment-related business he has operated since 1998. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Michael Difiore is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2018. His background includes both insurance and securities roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary management solutions.

Kevin Webber is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he spent ten years at Heritage Financial Services. 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 employs a blend of evidence-based, model-driven asset allocation combined with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Philip Jameson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and over 39 years of industry experience. His prior roles include long tenures at G. W. & Wade Asset Management Company, Inc. and G.W. & Wade, Inc. He serves as an Investment Committee Member for the Clergy Health and Retirement Trust and participates on the Advisory Committee for the Town of Wellesley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside tools like trend-following and options overlay strategies.

Andrew Wilmarth is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc since 2015. Outside of his advisory role, he was involved with the Charles River YMCA from 2012 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s financial planning emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base relative to its advisor headcount.

David Anderson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2011, alongside his role at Financial Foundations beginning in 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios with access to proprietary and third-party investment solutions.

Debra Brede is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at Focus Partners since 2024. Prior to this, she spent over 30 years at D.K. Brede Investment Management Company, Inc. and Commonwealth Financial Network. Outside of her advisory work, she serves on the finance committee at Newton Wellesley Hospital and holds trustee and board roles with Agape A.I.D.S. Orphan Care and Boston Rescue Mission. Focus Partners serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has previously worked at LPL Financial, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Galego is involved in providing advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary and third-party platforms and employs a fiduciary-based advisory model utilizing a range of investment strategies and third-party managers.