Daniel Taylor is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and currently based in Nashua, NH. He has professional experience at Mahogany Advisors and Rise North Capital, alongside his current role at Foundations Investment Advisors. Taylor's career also includes positions outside the financial industry, such as working at Danvers Hardware. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing strategy.

Crystal Turner is a CFA® charterholder and Series 63 licensee with three years of industry experience. She has worked with Eagle Strategies (NY Life) since 2023 and has prior experience at Nylife Securities LLC, New York Life Insurance Company, Legacy Enterprises, and Loomis Sayles. Outside of her advisory role, she is an independent contractor with Volo Boston, a coed adult social sports league. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Andrew Nickerson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has been with Commonwealth Financial Network since 2017, following a tenure at Andover Investment Advisors and a role at Bentley University. 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 provides a broad platform of managed-account programs, access to third-party asset managers, and custody and clearing services, supporting both discretionary and nondiscretionary portfolio management.

Sheri Hendricks is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. She holds Series 63 and Series 66 registrations and has 10 years of industry experience. Her career includes roles at firms such as MassMutual Life Insurance Company, LPL Financial LLC, and Prudential Insurance Company of America. Hendricks operates West of Center Financial, LLC, a business that offers New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and delivers most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Carlos Canto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He previously worked at National Regulatory Services - Blue Sky Regulatory Services for six years. Outside of his advisory role, he works as a Lyft driver in Woburn, MA. 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 support services, including discretionary model portfolios and customized investment solutions.

Ian Stephens is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at John Hancock, Edward Jones, Natixis Global Associates, and E*Trade. Outside of his advisory work, he is a partner in a run coaching and marathon training business called RUNdays. 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 wide range of investment programs and platforms, including internally managed model portfolios and third-party asset managers, along with retirement consulting and custody services.

Merrie Moy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been associated with Transamerica Financial Advisors since 2013 and has experience in health insurance brokerage, including roles with Massachusetts Health Connector, GarityAdvantage Insurance Marketing Agencies, and HSA Insurance. Moy also manages Empower Team LLC, a business focused on operational management. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to deliver its advisory services, supporting individual investors, retirement plans, trusts, and charitable organizations.

Amy Kitson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2011 and LPL Financial LLC since 2026. 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 individual and institutional clients. The firm manages about $212.7 billion in client assets and offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

John Diamond is a CFP®-designated financial advisor with 24 years of industry experience, currently with Commonwealth Financial Network since 2016. He previously spent 10 years at Eagle Strategies (NY Life). He also conducts fixed insurance sales under the name Prudence 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 managing about $212.7 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.

Robert Swanke is a CFA® charterholder with 14 years of experience at Commonwealth Financial Network, where he has worked since 2012. He is based in Waltham, MA. 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 back-office support, including investment management, technology, compliance, and practice-management services.

Joseph Stronach is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previously worked at Curry College as well as in various roles outside the financial industry, including positions at Lamberts Rainbow Market and Green Harbor Lobster Pound. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing operations, compliance, and investment management resources to affiliated advisors.

Eric Sechman is a CFP® professional with 19 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Parkland Securities, LLC. Sechman serves on the Ayer+Devens Resolution Committee and the Town of Ayer Finance Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Richard Alles Jr. is a financial advisor with Ameriprise in Weston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Oppenheimer for 21 years before joining Ameriprise in various capacities since 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside a dedicated consulting team to deliver customized retirement income strategies.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and has been with the firm since 2026. He has over 20 years of experience at Turner & Costa PC, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and platform solutions.

Alexandra Terista is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Suffolk University and Eversource Energy, and she currently serves in the US Navy Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.

Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors, LLC. He is also involved with Workers Investments & Planning Solutions, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad network of over 22,800 advisors.

Tracy Shea is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and 18 years of industry experience. She has worked at several firms, including Bay Financial Advisors and Raymond James Financial Services. Outside of her advisory role, she contributes as a material updater for NOLO Publishing. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.