Molly Keegan is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Shorepoint Advisory Group, Bolton Global Asset Management, and Curran and Keegan Financial. Outside of her advisory role, she serves as a Select Board Member for the Town of Hadley. 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 offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Stephen Lanzit is a financial advisor with Commonwealth Financial Network based in Northampton, MA. He holds a Series 63 designation and has five years of industry experience. His work history includes roles at Fic since 2009 and M Blast since 2008. 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 including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Hirst II is a financial advisor with Money Concepts Capital Corp in Turners Falls, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Money Concepts since 2001 and also owns J Lincoln Hirst II, CPA, where he provides tax return preparation, bookkeeping, and business consulting services. Outside of his advisory work, he is active in community organizations, serving as an officer of the Deerfield Lions Club and a trustee of All Souls Church UU of Greenfield and its associated charity fund. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis along with modern portfolio theory to manage assets across discretionary and non-discretionary account structures.

Mary Glaser is a financial advisor at Kestra Advisory with Series 66 credentials and two years of industry experience. Her prior experience includes roles at Stern Financial, Commonwealth Financial Network, Stern Financial Services, and Trinity Investment Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Corie New is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. She has been affiliated with Commonwealth Financial Network since 2011 and also works with ShorePoint Advisory Group. 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 offers a broad adviser-support platform that includes managed account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Walter Bak is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 15 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Woloshin Investment Management and operated his own law practice focused on estate planning and elder law for over three decades. He continues to provide legal estate planning and related services through his law office. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a variety of investment approaches, including discretionary model portfolios and multiple asset allocation strategies, managing approximately $49.8 billion for over 127,000 clients.

Chris Landry is a financial advisor with Commonwealth Financial Network based in Northampton, MA. He holds three years of industry experience and has prior work history at CheckWriters, Trugreen, and Sun Run. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ruth Francis is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at ShorePoint Advisory Group and Curran and Keegan Financial, and spent two years at Felicity Hardee Law Practice. Francis is also the owner of Eleven 15, LLC, a company created to hold real estate, currently a shell entity. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Adam Krol is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Eagle Strategies since 2021 and with various New York Life entities since 2020. Outside of his advisory role, Krol serves as Vice President of the Pioneer Valley Estate Planning Council and volunteers as a head baseball coach for Northampton Legion Post 28. 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 offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Edward Sabelawski is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 1996. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Marianne Bannan is a CFP® professional with 30 years of experience in the financial services industry. She is currently with Commonwealth Financial Network and previously worked at Wells Fargo Clearing and Sophia Wealth Strategies. 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 offering managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Donald Graves is a financial advisor with Money Concepts Capital Corp in Greenfield, MA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Money Concepts since 1999 and has operated as a self-employed Certified Public Accountant since 1976. Outside of his advisory work, he serves as a director of the Conway Sportsmen's Club, a charitable organization in Massachusetts. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven, asset-allocation strategies and collaborates with third-party managers and service providers to offer both discretionary and non-discretionary portfolio programs.

Kathleen Collins is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. She has been with Kestra Advisory since 2016 and also operates Collins Wealth Management, where she provides registered representative and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, with services including fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Brian Keigan is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including over 16 years at Park Avenue Securities and Guardian Life Insurance Company. Keigan owns Executive Financial Solutions Group, LLC, which operates to sell New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Katherine Newman is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Eagle Strategies since 2016 and has prior experience with Ortberg and Associates Financial Services and Insurance, as well as Nylife Securities. Outside of her advisory work, she serves as a board member for Cutchins Programs for Children and Families. 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 representatives. The firm delivers tailored advice and solutions across multiple program types and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Joshua Abrams Sanborn is a financial advisor with Eagle Strategies (New York Life) based in Northampton, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in public education for several years and held positions at NYLIFE Securities LLC and New York Life Insurance Company. 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 emphasizes tailored recommendations and fiduciary responsibilities, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cole Frederick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Amy Watts is a Series 66-credentialed financial advisor with six years of industry experience. She is currently with OSAIC Institutions, Inc. and previously worked at Greenfield Savings Bank, Curran and Keegan Financial, Commonwealth Financial Network, and Edward Jones. Outside of advisory work, she has experience in fixed insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Alexandra Collins Anderson is a financial advisor with Kestra Advisory, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she completed law school at Suffolk University and worked at the United States Bankruptcy Court for the District of Massachusetts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, and serves a client base that includes large institutional investors such as sovereign wealth funds.

Harriett Barnes is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has operated H B Financial Group, LLC since 2005, where she serves as sole member and manager. Barnes is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction and access to multiple program structures.