Jackson Martin is a financial advisor at Ameritas Advisory Services, LLC with Series 66 credentials and one year of industry experience. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies Inc., and a variety of positions outside the financial industry, including employment with Red Bull and multiple educational institutions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory across various program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Charles Costa II is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at GWFS Equities, Renewables Worldwide, and Pella Windows and Doors. Outside of his advisory work, Costa occasionally performs paid musical gigs and bartends at a live music venue. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Dillon Driscoll is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Financial Planning Solutions, LLC and Manganaro Building LLC, as well as work in education and local government. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager selection process using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Richard Zachary is a financial advisor at TIAA-CREF with 25 years of industry experience and a Series 66 designation. His career includes roles at Fidelity, E*TRADE, Nationwide Investment Services, and other financial services firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement relationships through TIAA. The firm’s model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Michael Wilson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Investment Services and Donnelly Boland & Associates. Outside of advisory services, he owns Wilson Accounting Group, LLC, which provides accounting and payroll services. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Jonathan Morrill is a financial advisor with Eagle Strategies, affiliated with NY Life, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Proctor & Gamble and Trindent Consulting. Outside of finance, he owns Pi Design Boston, a small business providing custom embroidery services. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Austin Litvak is a CFP® and CFA® with eight years of industry experience. He is currently with Mercer Global Advisors and previously spent six years at O’Brien Wealth Partners LLC, along with prior roles at Boston Advisors, LLC and Fidelity Investments. 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’s investment approach emphasizes capital preservation and attractive returns through diversified asset allocation, using mutual funds, ETFs, and occasionally interval funds, emerging markets, and ESG-focused investments.

John Hagberg is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2000. 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 resources.

Benjamin Mander is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Beacon Pointe, he held various roles at Boston College, Becket-Chimney Corners YMCA, and Grace Church School. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at New York Life Insurance Company, Capital Edge Insurance & Financial Services, and Eagle Strategies LLC. Outside of her advisory work, she is also an insurance broker appointed with outside carriers to broker non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Leahy is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Waltham, MA. He has been with Beacon Pointe Advisors since 2023 and has prior experience at Fidelity Investments, CT Wealth Management, Providence College, Choate Rosemary Hall, and Xavier High School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a proprietary “Focus List” of independent managers and employs both active and passive asset allocation strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Marina Cekani is a Series 66-licensed financial advisor at Beacon Pointe Advisors, LLC with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Sensible Financial Planning and Management, LLC. She is based in Waltham, Massachusetts. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, institutions, and corporations. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes, employing both active and passive strategies.

Yang Cai is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms, including Linden Wealth Inc, Trawick International, and International Medical Group, Inc. Cai is also involved in insurance and non-insurance product sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Michael Schiavi is a Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth Financial Network since 2016 and at Wealth Planning Resources LLC since 2018. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

William Berry is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has been involved with Wealth Planning Resources LLC since 2013 and serves as owner and president of William Berry Financial Planning, Inc. 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, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Whitney Johnson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 65 registrations and 15 years of industry experience. Prior to joining Commonwealth in 2014, Whitney worked at J. W. Cole Advisors, Inc. and Financial Advisers Of America, LLC. In 2026, Whitney began working with LPL Financial. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.