Michael Borzi is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has held positions at The Colony Group, Open Text Corp, Bryant University, KPMG, and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Ella Pelton is a Series 65-licensed advisor with Hightower Advisors, bringing less than one year of industry experience. Her prior work includes roles at Morgan Stanley and several non-financial positions, including at Robek's Fresh Juices, Playa Bowls, and Blue Hills Ski Area. 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 uses both affiliated and third-party managers, offering a range of portfolio management and consulting services supported by proprietary research and operational features.

Brandon Zatopek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2011. 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, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Michael Mchugo is a CFP®-designated financial advisor at Savant Wealth Management with 10 years of industry experience. He previously worked at Loomis Sayles, ISS Market Intelligence, John Hancock Advisers, John Hancock Funds, John Hancock, and Fidelity. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supported by affiliated accounting, legal, and trust services.

Nicholas Peters is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Primerica Advisors and has previously worked at Guardian Life Insurance Company of America, Fallon Custom Homes, Group Design Build, and Park Avenue Securities. Outside of his advisory role, he is involved in an insurance business separate from Guardian. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Daniel Walsh is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. He has been with Walsh Investment Services and Commonwealth Equity Services, Inc. since 1992. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a wide array of securities and insurance products.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group in 2025, he worked at Gwfs Equities, Inc. for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Martin Lowenthal is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. His other business activities include insurance services outside of Guardian Life. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features such as lending solutions and tax harvesting.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

Deborah Fair is a Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 19 years of industry experience. She joined Commonwealth in 2017 after a year at Merrill. Outside of her advisory role, she works as a group fitness instructor at Lifetime Athletic Club. 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, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Delcarme Francois Le Fort is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab, TIAA, and CITIZENS Bank. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and supports a large participant base relative to its advisor count.

Kelsey Thomas is a financial advisor with Commonwealth Financial Network based in Waltham, MA, holding a Series 66 designation and with seven years of industry experience. She has worked primarily at Commonwealth Financial Network since 2017, with a brief tenure at Canaccord Genuity LLC. Outside of her advisory role, she operates a dog sitting and walking business in Arlington, 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 managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting advisors in implementing customized investment portfolios for individual and institutional clients.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies, third-party managers, and private funds within a tax- and fee-sensitive framework.

Justin Desantis is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC and has five years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Boston 128 Companies and Ameritas Investment Company since 2020. Outside of financial services, he officiates hockey games. 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 employs a variety of investment strategies and platforms, including model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Matthew Pettine is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 12 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Pettine volunteers as a swim coach for the Easton Special Olympics. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

Christin Kneeland is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Adam Zandonella is a financial advisor with Eagle Strategies (NY Life) in Westborough, MA, holding Series 63 and Series 65 designations and having four years of industry experience. His prior work includes five years at Bain Capital LP and roles with NYLIFE Securities LLC and New York Life. He also engages in insurance brokering activities through McGuire & Wright Financial Group LLC, focusing on 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 range of program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Fadi Khoury is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Commonwealth Financial Network since 2001. 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 around $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Preston Wong is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.