Andrew Wood is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Bank, and Martignetti Companies prior to his current role. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Daniel Walsh is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. He has been with Walsh Investment Services and Commonwealth Equity Services, Inc. since 1992. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a wide array of securities and insurance products.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Gwfs Equities, Inc. since 2015. Shepard joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base relative to its advisor headcount.

Martin Lowenthal is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including 16 years with his current firms. Lowenthal is also engaged in insurance activities outside of Guardian Life. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies, third-party managers, and private funds within a tax- and fee-sensitive framework.

Adam Zandonella is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Bain Capital LP from 2015 to 2020. Adam also engages in insurance brokering through McGuire & Wright Financial Group LLC, where he sells New York Life products and brokers 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 multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Christopher Nash is a financial advisor with Integrated Wealth Concepts LLC in Norwood, MA. He holds no prior industry experience but has worked at Integrated Wealth Concepts since 2026 and previously at AWH Financial, LLC from 2023 to 2024. He has been associated with NASH CPAs PLLC since 2015. 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, family office, and retirement plan advisory services, utilizing a combination of internal management and third-party oversight with an emphasis on long-term, customized portfolio strategies.

Preston Wong is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. 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 range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Hugues Rivard is a CFP® professional with 19 years of experience in the financial industry. He currently serves as an advisor at Farther and previously worked for 17 years at Financial Life Focus, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory approach with proprietary model portfolios and algorithmic rebalancing, using a variety of investment vehicles and AI tools to support advisor decisions.

Bryce Shaw is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His career includes roles at Park Avenue Securities, Forge Financial, and The Bulfinch Group, as well as service in the U.S. Navy. Prior to his finance career, he worked in construction for nine years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services delivered through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

James Ball is a financial advisor with Commonwealth Financial Network in Westborough, MA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has worked at Commonwealth Financial Network since 1986 and has operated James N Ball & Company, Inc. since 1999. Ball serves on the board of directors for Avidia Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational and compliance support to affiliated advisors.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Brooke Fleming is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her work history includes roles at EverRise since 2024 and at Ball Financial Services/James N Ball & Company from 2014 to 2024. 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 over $212 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, third-party asset manager access, and custody services.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. 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, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Boris Lokshin is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience, with a career including roles at Berkshire Equity Sales, Inc. and Berkshire Life Insurance Company since 1995, as well as positions at Guardian Life and Park Avenue Securities. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Cetera Advisor Networks, Pangea Wealth, and John Hancock. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity involved in securities, advisory, and insurance business. 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 support services, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.