Richard Hanson III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth Financial Network 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, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and offers services such as portfolio management, financial planning, and retirement consulting.

Anja Nickel is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at New York Life Insurance Company and its affiliates since 2014 and operates ABN Financial Strategies, LLC, through which she brokers non-registered insurance products. Nickel also serves as a board member of HR Alliance. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Allison Dagostino is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Commonwealth in 2019, she worked at Coastal Capital Group, Inc. and LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers various managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Frederick Baird is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, 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 and offers a range of specialized investment products and services.

Gary Gerulskis is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has 22 years of industry experience, including 18 years at Capital Advisors, LLC before joining Focus Partners Wealth. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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, and offers a variety of specialized investment programs and fiduciary services.

Margaret Kantrowitz is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 10 years of industry experience. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo Clearing. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for high school seniors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement relationships. The firm combines point-in-time financial planning with ongoing discretionary portfolio management, using both model and customized portfolios under a fiduciary standard.

James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has held prior positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a coach for a girls’ kindergarten softball team in Taunton, MA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and employs both in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Joshua Olson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group and Polaris MEP. Olson also spends a portion of his time involved in fixed insurance sales. 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 approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Aline Tellstone is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has prior work experience at Einstein's Workshop, Boston University, Victor Central High School, and Fitzsimmons Dance Factory. 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 range of advisory programs and support services, including discretionary model portfolios, personalized indexing, and retirement plan consulting.

Bryan Rutledge is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He 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 offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Francis Burgoyne II is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 1995. In addition to his advisory role, Burgoyne also trains and manages insurance agents through his position as a Unit Field Trainer at Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a variety of securities.

Qing Yang is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. O'Brien Wealth Partners LLC provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and attractive returns through diversified asset allocation and model portfolios guided by an investment committee, with implementation primarily via mutual funds and ETFs.

Medha Nadgir is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor, Beacon Pointe Wealth Advisors, since 2015. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines active and passive strategies with a formal due diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for several private funds.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client 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, equities, and fixed income.

Stephen Devine is a financial advisor with Commonwealth Financial Network based in Waltham, MA, holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network in multiple periods since 2016 and spent a year at Partners Capital Investment Group. Outside of financial advising, he is involved with 21 WEEKS LLC, operating under the name Bar Salida. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs and back-office services, including investment management, compliance, and technology support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. 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 certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Lynn Waples is a CFP® professional at Hightower Advisors with 12 years of industry experience. She worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Machnowski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at The Berry Group, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as Treasurer and Trustee on the board of Tower Hill Botanic Garden, where he chairs the finance and investment committee. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.

Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. 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 clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.