Mihai Popa is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Commonwealth and Axial Financial Group since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Trevor Pilkington is a financial advisor with Commonwealth Financial Network in Boston, MA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at John Galt Staffing and the University of Massachusetts Amherst. 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 services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, with discretionary model portfolios managed by its Investment Management and Research team.

John Farrell is a financial advisor at Commonwealth Financial Network with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade Investment Management and Securian Financial Services. He has worked at Commonwealth since 2015 and currently is associated with LPL Financial as of 2026. 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 around $213 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 a variety of investment options including mutual funds, ETFs, and personalized indexing.

Christopher Dooley is a financial advisor at Hightower Advisors in Lexington, MA, holding CFP® and Series 66 designations with 17 years of industry experience. His prior roles include positions at Adviser Investment, LLC, Personal Capital Advisors Corporation, and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and financial institutions. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, supporting both discretionary and non-discretionary portfolio management.

Frank Marzella is a CFP® with 31 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has held roles at Brookline Bank and Infinex Investments since 2016, with prior experience at Merrill, SSN Advisory, Inc., and Commonwealth Financial Network. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a large network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Rebecca Hajjar is a financial advisor with Commonwealth Financial Network in Brookline, MA. She holds a Series 66 designation and has 23 years of industry experience, all 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 support services, including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Zena Chase is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. She previously worked at VOYA Financial Advisors for five years before joining Commonwealth in 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $213 billion in client assets. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Sean Lawton is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth Financial Network since 2004. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and discretionary model portfolios, along with operations, trading, technology, compliance, and practice-management support.

Steven Bromberger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and Wells Fargo Funds Distributor, where he worked for 11 years, as well as shorter tenures at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is an owner of Tara Bella Winery, a wine production and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning services.

Mark Richard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He has worked at Commonwealth Financial Network since 2018 and previously spent six years with Jhfn Sii. Since 2026, he has also been associated 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 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Jesse Pawlowski is a financial advisor at TIAA-CREF with four years of industry experience and holds a Series 66 designation. He previously worked at Empower Advisory Group and Equitable Advisors, LLC. Outside of his advisory career, he works as a freelance AI training specialist. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with existing relationships through TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds.

Nishan Mootafian is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Mootafian has involvement in non-variable insurance activities. 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, and consulting, using customized portfolios and a long-term investment approach, while also sponsoring wrap-fee programs and employing both internal and third-party asset management.

Stephen Breton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2006. 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, including custom and model portfolio solutions, while providing operational, trading, technology, and compliance support to its affiliated advisors.

Richard May is a financial advisor with Eagle Strategies (New York Life) based in Peabody, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Eagle Building and Remodeling for nine years. He operates Dickinson Wealth Strategies, LLC, through which he sells insurance products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client needs, managing the majority of assets on a non-discretionary basis.

Ryan Hart is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Hart is also involved in insurance brokering through outside carriers for 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 a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets under management held on a non-discretionary basis.

Rachael Crosby is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and having 10 years of industry experience. She has been with Commonwealth since 2015 and previously worked at LPL Financial LLC beginning in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages 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, and custody services, offering a mix of investment options and portfolio implementation strategies.

Anthony Dibattista is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Commonwealth Financial since 2003. 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 both individual and institutional clients. The firm manages roughly $212.7 billion in client assets and offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dennis Fergusson is a CFP® professional with 27 years of industry experience. He is the owner and president of Fergusson Financial, a firm he has led since 2007, and is affiliated with Commonwealth Financial Network. Fergusson also conducts fixed insurance sales as an agent under the Fergusson Financial name. 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 operational support, including discretionary model portfolios and customized investment solutions.