Wayne Bloom is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1989 and joined LPL Financial in 2025. 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.

Kristopher Brassard is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eaton Vance Distributors, Eaton Vance Management, McAdam LLC, and VOYA Financial Advisors. Outside of his advisory role, he is involved in property management. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Andrew Keener is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has been with Commonwealth since 2018 and previously worked at the University of Massachusetts Boston from 2015 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 a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction alongside managed model portfolios.

Derenig Kostikian is a CFP® with 20 years of experience in the financial industry. He is currently with Commonwealth Financial Network, where he has worked since 2014, with a brief period at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. from 2022 to 2023 before returning to Commonwealth in 2023. 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, supported by comprehensive operations, trading, technology, and compliance platforms.

Nathan Bilotta is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years and Equitable Advisors, LLC for two years. Outside of advising, he serves as a youth and high school football referee. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Joseph Henry Jr. is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Hightower Advisors since 2020, following five years at Argent Wealth Management LLC. 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 approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

John Steiger is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Planning Resources LLC since 2012. He co-owns Steiger Creed LLC, an entity involved in managing residential real estate in Steamboat, Colorado. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and discretionary model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Raymond Acchione is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Commonwealth since 2003. Outside of his advisory role, he has been involved with Wellesley Recreation since 2000. 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.

Leah Mc Cormack is a CFP® with nine years of industry experience, currently serving at Mercer Global Advisors Inc. since 2025. Her prior experience includes roles at O'Brien Wealth Partners LLC and Northwestern Mutual Investment Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory and planning services. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, and specialized strategies, supported by educational programs and integrated service platforms.

Terri Miller is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services and ACSH Medical Management. Outside of her advisory role, she runs a tax preparation business operating under Terri W. Miller, CPA. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nicholas Silva is a CFP® and ChFC® with 17 years of experience, currently affiliated with Eagle Strategies (New York Life). He has worked with Eagle Strategies since 2014 and New York Life entities since 2011. Silva serves on the board of the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

Debbie Hsu is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing Services, Merrill, and Morgan Stanley. Outside of her advisory work, she serves on the boards of the nonprofits Easterseals and Families for Depression Awareness. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through discretionary and non-discretionary platforms.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has six years of industry experience, including roles at Bankers Life Securities and Bankers Life and Casualty. Outside of her advisory work, she is involved in recruiting and training insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analyses to tailor portfolios according to clients’ goals and risk tolerances.

Leroy Millet is a financial advisor with Commonwealth Financial Network in Maynard, MA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Commonwealth since 2012 and has also worked at Midlsex Savings Bank since 2005. In addition to his advisory role, he is involved in fixed insurance sales conducted from the branch office. 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 around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Aimee Polley is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Sensible Financial Planning and Management, LLC and Journey Wealth Partners. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kelly Lopez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has been with Commonwealth since 2007. 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 and multiple program structures, while functioning primarily as a back-office and platform provider.

Stanislav Geyyer is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at BofA and Merrill Lynch from 2015 to 2026 before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Brian Donahue is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth in 2009, he has been involved with Donakushi Wireless Inc since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a broad range of securities and insurance products.