Lauryn Doyle is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2014. Outside of her advisory role, she works as an independent consultant for Rodan + Fields. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Ashley Plante is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial, The Patriot Financial Group, Securities America, and Merrill. Prior to her financial services career, she worked in the restaurant and communications sectors and attended Rhode Island College. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using a long-term investment approach combined with customized portfolios and model-based options.

Daniel Cotton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Pinnacle Private Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Philip Proulx is a financial advisor with Money Concepts Capital Corp in North Chelmsford, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Money Concepts Capital Corp since 2011 and owns Proulx Family Financial, a tax preparation and bookkeeping business. Outside of his advisory role, he is involved with CodyQ, LLC, a consulting services firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory in its investment approach.

Louis Glantz is a financial advisor at Commonwealth Financial Network with 11 years of industry experience and holds a Series 66 designation. He has worked at Commonwealth Financial Network since 2010, with a brief concurrent affiliation at Vision Wealth Partners starting in 2026. 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 about $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.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.

Matthew Sugden is a financial advisor with Commonwealth Financial Network in Waltham, Massachusetts. He holds a Series 66 designation and has 21 years of industry experience. He has worked with Commonwealth since 2004 and joined LPL Financial LLC in 2026. 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 range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing roughly $212.7 billion in client assets.

Wei Xue is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at New York Life Insurance Co., NYLIFE Securities LLC, Eagle Strategies, Golden Summit Insurance & Financial Center Inc., and OpenWin Financial & Insurance Services LLC. Wei Xue is also a notary public in Massachusetts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Joseph Buckley is a CFP® with 26 years of industry experience, currently serving at OSAIC Institutions, Inc. He has held positions at Brookline Bank, Infinex Investments, LPL Financial, and People's United Advisors, with a significant tenure at People's Securities, Inc. His career spans both advisory and financial services roles. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing third-party promoters and subadvisory relationships.

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad 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 access to diversified investment vehicles.

Karl Baumann is a financial advisor with Integrated Wealth Concepts LLC, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. He has worked with Lincoln Financial Advisors and has been involved with his own firm, Baumann & Company, Inc., as well as Baumann & Baumann CPAs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Connor Townsend is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Third3rd Financial Partners LLC, Blueprint Financial Partners, LLC, and Fairway Group LLC, alongside his ongoing roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Townsend also operates Blueprint Financial Partners, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Piccirilli is a CFP® professional with five years of industry experience. He is currently with Hightower Advisors since 2023 and previously worked at RSM US Wealth Management and RSM US LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering a variety of portfolio management and financial planning services supported by proprietary research and a broad network of affiliated and third-party managers.

Shannon Brennan is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. She has been with Commonwealth since 2000 and has also been affiliated with CAIP since 1995. Outside of her advisory work, Brennan serves as a Certified Program Instructor for New Hampshire's Impaired Driver Intervention Program. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, enabling advisors to tailor client portfolios with discretionary investment options and distinct program structures.

John Olson is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Andover, MA, bringing 50 years of industry experience. He has been with Commonwealth and Olson Financial Group since 1994. Outside of his advisory role, Olson has been involved in fixed insurance sales since 1982. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, while offering multiple program structures including discretionary model portfolios and personalized indexing options.

Gail Sullivan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Aurora Financial Advisors, LLC, and North American Management Corp. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management services. The firm employs an enhanced open architecture investment approach, combining active and passive strategies, third-party managers, and private funds, while incorporating tools such as trend-following and options overlay strategies.

Michael Ross is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He has been with Hornor, Townsend & Kent and Cornerstone Financial Group/Penn Mutual since 1993. Ross is licensed with the Series 63 and Series 65 designations and is a co-owner of Cornerstone Financial Group, where he is involved in life, health, disability, and long-term care insurance sales. He also serves as a trustee for family members' trusts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisors. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Ryan Wilkinson is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Commonwealth Financial Network since 2018. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Paul Saganey is a CFP® with 39 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Waltham, MA. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, he is the owner of InTouch Innovations, a financial marketing company serving advisors, small businesses, and charitable organizations, and he is also an author. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach complemented by shorter-term adjustments.