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.

Delia Brimmer is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Eagle Strategies since 2023 and has been with New York Life and Nylife Securities LLC since 2014. Outside of advisory work, she is also appointed as an insurance broker for non-registered insurance products and serves as a notary public. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of assets on a non-discretionary basis.

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.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management and access to various investment products through strategic asset allocation and a blend of affiliated and third-party managers.

James McCann is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He serves as an advocate for his clients and their families, assisting them through various phases of their financial lives including growth, preservation, and distribution of wealth. James has been with Fidelity Investments since 2009, progressing through roles including Financial Analyst, Financial Representative, Investment Consultant, and Financial Consultant before his current position. He holds a California Insurance License, supporting his ability to provide financial advice and services within the insurance domain.

Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Caitlyn Frament is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at LPL Financial, Morgan Stanley, Securities America, and The Patriot Financial Group Insurance Agency. 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, and retirement plan advisory services, emphasizing customized portfolios and a primarily long-term investment approach.

Mark Richard is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2018, following six years at Jhfn Sii. 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 $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options and back-office support.

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.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

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.

Rachael Crosby is a Series 66 credentialed financial advisor with Commonwealth Financial Network, where she has worked since 2015. She has 10 years of industry experience. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to firm-managed model portfolios.

Anthony Dibattista is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations 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 nearly 2,900 advisors and a large client base, managing approximately $212.7 billion in assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Frederick Brose is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with infinex Investments, Inc. and Fidelity Bank since 2012. Outside of his advisory roles, Brose is involved in various nonprofit organizations, serving on investment committees and boards, including positions at All Saints Church, Icon Museum & Study Center, Music Worcester, and a family charitable foundation. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that includes access to alternative investments and lending solutions.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Marykate Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and having 11 years of industry experience. She has worked with Bankers Life and its affiliates since 2008, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she serves as an insurance agent and unit field trainer. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Vincent Franks is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe since 2016. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

Brian Price is a financial advisor with Commonwealth Financial Network in Newburyport, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 23 years with Commonwealth. 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 discretionary model portfolios and customized investment solutions, while acting as a platform and operations provider for affiliated advisors.

Connor Hayes is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has previously worked at Cantella & Co., Inc. and HSBC Bank. Outside of finance, he has had involvement with the Buffalo Ski Club and Barbill Tavern. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.