Benjamin Mander is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Beacon Pointe, he held various roles at Boston College, Becket-Chimney Corners YMCA, and Grace Church School. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at New York Life Insurance Company, Capital Edge Insurance & Financial Services, and Eagle Strategies LLC. Outside of her advisory work, she is also an insurance broker appointed with outside carriers to broker non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Leahy is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Waltham, MA. He has been with Beacon Pointe Advisors since 2023 and has prior experience at Fidelity Investments, CT Wealth Management, Providence College, Choate Rosemary Hall, and Xavier High School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a proprietary “Focus List” of independent managers and employs both active and passive asset allocation strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Marina Cekani is a Series 66-licensed financial advisor at Beacon Pointe Advisors, LLC with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Sensible Financial Planning and Management, LLC. She is based in Waltham, Massachusetts. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, institutions, and corporations. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes, employing both active and passive strategies.

Yang Cai is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms, including Linden Wealth Inc, Trawick International, and International Medical Group, Inc. Cai is also involved in insurance and non-insurance product sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Michael Schiavi is a Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth Financial Network since 2016 and at Wealth Planning Resources LLC since 2018. 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 roughly $212.7 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 comprehensive custody and clearing services.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

William Berry is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has been involved with Wealth Planning Resources LLC since 2013 and serves as owner and president of William Berry Financial Planning, Inc. 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, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Whitney Johnson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 65 registrations and 15 years of industry experience. Prior to joining Commonwealth in 2014, Whitney worked at J. W. Cole Advisors, Inc. and Financial Advisers Of America, LLC. In 2026, Whitney began working 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 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Joshua Snell is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Sherwin Williams. Outside of financial advising, he has worked as a customer service associate for Sherwin Williams. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides a platform that includes operations, trading, technology, investment management, compliance, and practice-management resources.

Richard Kahn is a financial advisor with Hightower Advisors holding a Series 65 license and 25 years of industry experience. Before joining Hightower in 2020, he worked at Argent Wealth Management, Inc. and LLC from 1999 to 2020. Outside of financial advising, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Christopher Mitchell is a financial advisor with Commonwealth Financial Network in Medway, MA. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Commonwealth Financial Network. 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, while offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Geoffrey Skowronek is a CFP® and ChFC® with seven years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Commonwealth Financial Network and AXA Advisors, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services through a platform driven by an Investment Committee that constructs model portfolios and provides tailored investment solutions.

Colin Pierce is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brian Brelinsky is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 25 years of industry experience. He has been with Commonwealth Financial since 2005. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. 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 services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.