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.

Bryce Shaw is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at Forge Financial, The Bulfinch Group, and Park Avenue Securities. Before entering the financial industry, he served in the U.S. Navy and worked in construction for several years. Park Avenue® Wealth Management, a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies, incorporating both proprietary and third-party models.

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 9 years of industry experience. She holds the ChFC® and Series 66 credentials. Brooke’s work history includes roles at EverRise and Ball Financial Services/James N Ball & Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $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.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked for G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a comprehensive range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment strategy centered on enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

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 ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Primerica Advisors and Park Avenue Securities, and has previously worked with Guardian Life Insurance Company, Berkshire Equity Sales, Inc., and Berkshire Life Insurance Company. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, Cetera Advisor Networks, Pangea Wealth, and John Hancock Funds. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

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.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. 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, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Nicholas Decelles is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and no prior industry experience. His work history includes roles at TD Bank since 2023 and prior positions in education and sports management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Lauren Campbell is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, as well as at Financial Foundations and Joe Sent Me. Prior to her advisory career, she was employed at Bentley University for seven years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Francis Mc Manus is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at TruAdvisors Financial, Downey Insurance Agency, and Guardian Life Insurance Company, among others. Outside of advising, he serves as a board member and ambassador for the Walpole Chamber of Commerce and is involved in organizing youth basketball tournaments through a nonprofit admissions role. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management via the CLASSIC Plus platform, retirement consulting, and specialized advisory services. The firm manages assets through both discretionary and non-discretionary arrangements and employs a range of analytical approaches, with additional services including model overlays, tax overlays, and access to third-party managers.

Mark Poitras is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Barry Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Guardian Life since 1995 and with Park Avenue Securities since 2022. Outside of advisory work, he is involved in reselling partial season tickets for the Boston Red Sox. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Richard Rosenthal is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group and Capital Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.