Rachel Barker is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 65 designation and has previously worked at Carson Wealth Boston, Kestra Financial, Inc., and TEAM Wealth Planning and Management. Outside of her advisory role, she is a partner at Windy Ridge Farm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a broad range of advisory programs and operational support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

David Wilson is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has been with Eagle Strategies (NY Life) since 2015 and previously worked at Morgan Stanley. Outside of his advisory role, Wilson is a member of the finance committee at Saint Kathryn's Parish and owns a retail clothing and accessories business on Etsy. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Phillip Mazzola is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2015. 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, offering operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Patrick Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Phoenix Power and is currently a member of Atlantic Planning Group, LLC, where he engages in investment-related activities under a registered investment adviser. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Pastore Jr. is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios and a long-term investment approach combined with shorter-term rebalancing trades.

Reese Nickerson is a financial advisor at Mariner with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Mariner in 2026, he worked at SWBC Investment Services, LLC for six years. Reese's background also includes roles at DraftKings, Fidelity Investments, and M.F. Reynolds. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party strategies across a wide range of asset classes.

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.

David Kelly is a financial advisor with Commonwealth Financial Network in Charlestown, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of advising, he serves as secretary and insurance agent for CES Insurance Agency, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, 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.

Erin Esposito is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Commonwealth in various capacities since 2010, including a brief period at Sullivan-Kreiss Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a platform provider, offering operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Matthew Kelley is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Commonwealth Financial Network. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, and other diversified strategies.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rise North Capital and served in the United States Navy. Mahogany also worked in higher education at Southern New Hampshire University. Foundations Investment Advisors LLC provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary authority arrangements.

Vera Lucia Rampartap is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, Ameriprise, and Merrill, spanning over two decades in the financial services sector. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a broad network of affiliated advisers.

Robert Koen Jr. is a financial advisor with TIAA-CREF in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. He has worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers distinct point-in-time financial planning alongside ongoing portfolio management through model portfolios and customized strategies under a fiduciary standard.

Jeffrey Tomaneng is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Asset Management Resources, Lion Street Advisors, Sapers & Wallack, Capital Analysts, Lincoln Investment, and U.S. Financial Advisors. Outside of his advisory work, he volunteers with the Financial Planning Association on the Heart of Financial Planning Award and Programming Committees and also works as a rideshare driver. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and institutional clients. The firm offers both point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services and managing various portfolio options, including customized portfolios through dedicated managers.

James Dicecco is a CFA® charterholder and holds a Series 66 license. He is a financial advisor with T. Rowe Price Advisory Services, Inc., where he has worked since 2026. Prior to joining T. Rowe Price, he held positions at CION Securities, LLC, MFS Institutional Advisors, Inc., MFS Fund Distributors, Inc., and Merrill. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management, utilizing proprietary mutual funds and ETFs with comprehensive planning tools and support.

Liam Greene is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at NYLife Securities LLC and New York Life Insurance Company, along with prior experience outside finance at Boston City Hall and All Pro Moving and Storage. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis, working with a diverse client base that includes defined contribution and defined benefit plans, charitable, and corporate clients.

Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Anpu Stephens is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, Stephens worked at TIAA-CREF from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brendan Spilsbury is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025. Prior to that, he worked at Sensible Financial Planning And Management, LLC for seven years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a disciplined approach using third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and outsourced CIO solutions.