Drew Balestrieri is a financial advisor with Valic Financial Advisors in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at AGIA, AmWINS Group Benefits, Enterprise Rent-A-Car, and Salve Regina University. Outside of financial advising, he is involved in the collectible market as an owner and seller of rare comic books. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology solutions.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GenX Financial LLC and Transamerica Retirement Solutions. In addition to his advisory role, Swasey serves as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a variety of managed account programs, third-party asset manager access, and comprehensive advisory support services.

John Pallaria is a financial advisor with Principal Financial Services in Windham, NH. He holds the CFP® designation and Series 63 license and has 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2003. Outside of his advisory role, Pallaria serves as president of the Cobbett’s Pond Improvement Association, a nonprofit focused on maintaining local water quality, and teaches financial planning courses preparing candidates for CFP certification at several institutions, including Boston University and Kaplan Financial Services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment and promoter arrangements.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. 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.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles in financial services at Heritage Financial Services and teaching positions with multiple public and charter schools. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by substantial scale and integrated affiliated services.

Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Ngan Wedemeier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at Empower Financial Services since 2022 and previously held roles at Citizens Securities and Ameriprise Financial Services. Wedemeier was also involved with the Walton School PTO from 2010 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Eric Kellar is a financial advisor at Valic Financial Advisors with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior roles include positions at AllSourcePPS, Inc., NORC at the University of Chicago, and Integrated Resources, Inc. among others. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party model managers across a large network of advisors.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Bruce Goodman is a financial advisor at Hightower Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Bickling Financial Services, Shepherd Financial Partners, and LPL Financial. Goodman also engages in selling and servicing life, health, and disability insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Steven Rugo is a financial advisor with Empower Advisory Group in Wakefield, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at GWFS Equities, Inc. since 2018 and John Hancock Distributors, LLC from 2014 to 2018. Outside of investment-related activities, he owns and operates an investment property. 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 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.

Richard Robb is a CFP®-credentialed financial advisor with Commonwealth Financial Network, bringing 40 years of industry experience. He has been affiliated with Capital Management Partners since 1996 and Commonwealth Equity Services, Inc. since 1990. Robb serves as the Board Chair of Tire Conversion Technologies Inc., a non-investment related role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody/clearing services for individual and institutional clients.

Stephen Armstrong is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Great West Life & Annuity Insurance Company since 2009. Outside of his advisory role, he works as a contract driver for Uber, DoorDash, and Lyft, typically outside normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, employing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time plans and offers optional managed account solutions.

Danisha Gonzalez is a financial advisor at Empower Advisory Group with seven years of industry experience. She currently holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2018, following three years at Greater Lawrence Family Health Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated service model leverages its recordkeeping and administrative platforms to deliver long-term focused financial plans and optional managed account solutions.

Steven Fafel is affiliated with Commonwealth Financial Network and holds ownership in Leonard Fafel, CPA PC, where he has provided CPA services since 2011. He joined Commonwealth Financial Network in 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera, CCR Wealth Management, and Gwfs Equities. Heines also serves as a retirement consultant at CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

James Russo Jr. is a financial advisor with Commonwealth Financial Network based in Burlington, MA, holding over 20 years of industry experience. He is also the owner of a CPA firm, James F. Russo, Jr., CPA, with 35 years in that professional capacity. His work history includes long-term involvement in communication technology services since 2000. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Jeffrey Aron is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Allworth Financial, L.P. and has prior experience at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and incorporates technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Michael Caggiano is a financial advisor with Commonwealth Financial Network in Salem, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he is an ice hockey referee officiating high school and college games and serves as a gun safety instructor through his sole proprietorship, Salem Firearm Safety. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and a variety of program structures.

Adam Scott is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Axial Financial Group since 2007 and Commonwealth Financial Network since 2006. Outside of advisory services, he is involved in fixed insurance sales through Axial Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, compliance, and investment management. The firm offers multiple program structures and discretionary model portfolios, operating as a platform provider while allowing advisors discretion in portfolio construction.