Kristine Porcaro is a financial advisor with Hightower Advisors in Lexington, MA, holding Series 63 and 65 licenses and bringing 27 years of industry experience. She previously worked at Lexington Wealth Management, Inc. for 14 years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Murphy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has worked at various Guardian Life entities since 2006 and Park Avenue Securities since 2022. Murphy has also been associated with Northeastern University since 2004. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Richard Lunetta II is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities since 2020 and has been affiliated with Guardian Life Insurance Company since 2015. Outside of his advisory role, he serves as an Education Coordinator for Business Network International. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

Jacob Battersby is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has one year of industry experience. His career includes roles at Atlantic Planning Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he assists with back-end support for his wife's online fitness coaching business. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rebecca Peterson is a financial advisor with Commonwealth Financial Network in Arlington, MA, holding the ChFC® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Commonwealth and Owings Financial Services since 2001. Outside of advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors with investment management, trading, compliance, and practice management services.

Jeffrey Corey is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Claro Advisors LLC, Mutual Securities Inc, and Stifel Nicolaus & Co Inc. Outside of his advisory role, he operates as an independent insurance agent providing life, health, and variable insurance solutions. 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, utilizing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income while maintaining assets with third-party custodians.

David Richards is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 19 years of industry experience, including over 12 years with CRR Wealth Management, LLC, and more than 30 years as managing partner of CRR, LLP, a public accounting firm where he performs tax and consulting services. Richards is also a partner in Calculated Exit Partners, LLC, providing merger and acquisition advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisor-support platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Diego Bello is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding CPA credentials and five years of industry experience. He has been with Integrated Wealth Concepts since 2021 and also operates Diego A. Bello, CPA PC, which he has managed since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of customized portfolios and third-party asset managers while maintaining a long-term investment approach.

Howard Nellhaus is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at VOYA Financial Advisors and Financial Horizons. Nellhaus also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Persons is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA. He holds the Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fairway Group, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Additionally, he is appointed as an insurance broker with outside carriers, focusing on brokering non-registered insurance products. 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 emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Bailey Bishop Jr. is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2017 and is currently associated with M.Y. Core Financials, LLC. Bishop serves on the board of the Essex County Estate Planning Council and is president of the North Atlantic Audi Club, a regional organization for Audi enthusiasts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of investors and plan sponsors, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Russell Broad is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds ownership and a treasurer position at Trico Inc, a contracted service provider for FedEx Ground. Additionally, he is a partial owner of a harness racing horse, which he owns as a hobby with family members. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. 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 customizable investment solutions, while providing operational, trading, compliance, and practice-management support.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. 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 a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Kenneth Johnson is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds a Series 63 designation and has been with Commonwealth Equity Services, Inc. since 1991. His outside activity includes fixed insurance sales at his branch location. 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 back-office support including operations, trading, technology, investment management, compliance, and practice-management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Sean Condon is a financial advisor with Eagle Strategies (New York Life) based in Danvers, MA. He holds Series 63 and Series 66 registrations and has 17 years of industry experience. His prior work includes roles at Condon Financial & Insurance Services and McCarthy Financial, LLC. Condon serves on the board of The Wilson House, a nonprofit preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous, where he acts as treasurer. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis through a broad network of affiliated advisers within the New York Life affiliate structure.

Denise Lacause is a financial advisor with Lincoln Investment in Danvers, MA, holding a Series 66 designation and 13 years of industry experience. She has been with Lincoln Investment Planning Inc. since 2013. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Erik Olson is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Olson Financial Group and Commonwealth Financial Network since 2003. His other business activities include fixed insurance sales at his branch location. 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 options, supported by extensive operations, technology, and compliance resources.