Kerry Luria is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with 10 years of industry experience. Prior to joining Hightower in 2019, Luria worked for Lexington Wealth Management, Inc. for five years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to deliver portfolio management, financial planning, and retirement plan consulting services.

Linda Durant is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has worked at Lexington Financial Group since 1995 and was associated with Commonwealth Financial Network during part of that time. Her other business activity includes selling fixed insurance at her branch location. 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 adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Mihai Popa is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Commonwealth and Axial Financial Group since 2012. 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 support services including wealth management, retirement plan consulting, and discretionary model portfolios.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Christopher Dooley is a financial advisor at Hightower Advisors in Lexington, MA, holding CFP® and Series 66 designations with 17 years of industry experience. His prior roles include positions at Adviser Investment, LLC, Personal Capital Advisors Corporation, and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and financial institutions. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, supporting both discretionary and non-discretionary portfolio management.

Frank Marzella is a CFP® with 31 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has held roles at Brookline Bank and Infinex Investments since 2016, with prior experience at Merrill, SSN Advisory, Inc., and Commonwealth Financial Network. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a large network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and 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.

Steven Bromberger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and Wells Fargo Funds Distributor, where he worked for 11 years, as well as shorter tenures at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is an owner of Tara Bella Winery, a wine production and distribution business. 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 account holders. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning services.

Nishan Mootafian is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Mootafian has involvement in non-variable insurance activities. 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 consulting, using customized portfolios and a long-term investment approach, while also sponsoring wrap-fee programs and employing both internal and third-party asset management.

Richard May is a financial advisor with Eagle Strategies (New York Life) based in Peabody, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Eagle Building and Remodeling for nine years. He operates Dickinson Wealth Strategies, LLC, through which he sells insurance products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client needs, managing the majority of assets on a non-discretionary basis.

Ryan Hart is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Hart is also involved in insurance brokering through outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets under management held on a non-discretionary basis.

Patrick Gilligan Jr. is a CFP® professional with 11 years of industry experience. He is currently affiliated with Gwfs Equities, Inc. and works at Empower Advisory Group in Salem, NH. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Dennis Fergusson is a CFP® professional with 27 years of industry experience. He is the owner and president of Fergusson Financial, a firm he has led since 2007, and is affiliated with Commonwealth Financial Network. Fergusson also conducts fixed insurance sales as an agent under the Fergusson Financial name. 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 operational support, including discretionary model portfolios and customized investment solutions.

Kenneth Bucci is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He has led Bucci & Associates since 2005 and also owns a CPA firm in Stoneham, MA, where he dedicates significant time. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Paul Girard is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Girard serves as a board member and coach for the Hamilton/Wenham Youth Football Program in S. Hamilton, MA. 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 including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Siciliano is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Pinnacle Private Wealth, LPL Financial, and Triad Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a combination of active and passive investment strategies guided by an internal Investment Committee.

Peter Callas is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2008. Outside of his advisory work, he is a self-employed psychotherapist. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a wide range of adviser-support services including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

James Bossieux is a CFP® with 25 years of industry experience currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Charter Oak Capital Management and The Vanguard Group, including Vanguard Marketing Corporation. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios and a variety of investment vehicles such as low-cost ETFs, index funds, and separate account managers.

Ronald Siggens is a financial advisor at Hightower Advisors with 18 years of industry experience. He previously spent 16 years at Boston Hill Advisors, LLC before joining Hightower in 2023. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also involved as an insurance broker. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on diversified investment solutions and operational support.

Erin Di Carlo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding eight years of industry experience. She previously worked at 2Sisters Senior Living Advisors for four years and currently owns a company that assists seniors with transitioning from their homes and eventually listing and selling their properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.