Shannon Brennan is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. She has been with Commonwealth since 2000 and has also been affiliated with CAIP since 1995. Outside of her advisory work, Brennan serves as a Certified Program Instructor for New Hampshire's Impaired Driver Intervention Program. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, enabling advisors to tailor client portfolios with discretionary investment options and distinct program structures.

John Olson is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Andover, MA, bringing 50 years of industry experience. He has been with Commonwealth and Olson Financial Group since 1994. Outside of his advisory role, Olson has been involved in fixed insurance sales since 1982. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, while offering multiple program structures including discretionary model portfolios and personalized indexing options.

Michael Merrigan is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Focus Partners Wealth, The Colony Group, LLC, GW & Wade LLC, and KPMG in Boston. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with investment solutions that incorporate strategic and tactical asset allocation, manager selection, and a variety of investment vehicles.

Jamie Degiso is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at various firms including Santander Securities, LLC, Santander Bank, NA, Cetera Advisors LLC, and Investors Capital Corporation. His current role began in 2025 at TD Bank N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm constructs portfolios using a blend of strategic and tactical asset allocation with both affiliated and third-party investment sub-managers.

Michael Ross is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Hornor, Townsend & Kent and Cornerstone Financial Group/Penn Mutual since 1993. Outside of his advisory role, Ross is a co-owner of Cornerstone Financial Group, where he is involved in life, health, disability, and long-term care insurance sales, and serves as a trustee for family member trusts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Benjamin Brieger is a CFP® professional affiliated with Commonwealth Financial Network in Danvers, MA, with two years of industry experience. His background includes multiple roles at Commonwealth Financial Network and Sherr Financial Associates. Outside of finance, he has experience working in the retail and dining sectors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors nationwide, managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Ryan Wilkinson is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Commonwealth Financial Network since 2018. 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, including managed-account programs, access to third-party asset managers, and custody services.

Paul Saganey is a CFP® with 39 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Waltham, MA. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, he is the owner of InTouch Innovations, a financial marketing company serving advisors, small businesses, and charitable organizations, and he is also an author. 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, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach complemented by shorter-term adjustments.

William Swenson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with TIAA-CREF since 2005. Swenson serves on the Investment Committee for the New England Innocence Project, which focuses on issues related to wrongful incarceration and criminal justice reform in the New England states. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios under a fiduciary standard.

Dennis Doble is a CFP® professional with 24 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2023 and previously spent 13 years with Doble Lebranti Financial Group and Commonwealth Financial Network. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Evan Horton is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with New York Life Insurance Co and related entities since 2011. Outside of his advisory work, he volunteers as a flag football coach for six-year-olds in the Town of Lexington's Recreation & Community Programs. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis, operating within an integrated structure alongside New York Life affiliates.

Frank Rosano is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Retirement Financial Group, NYLIFE Securities LLC, and New York Life. Outside of advising, he serves on a Little League board of directors and volunteers as a basketball referee. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Jill Fopiano is a CFP® and CFA® with 16 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and was previously with O'Brien Wealth Partners LLC for 13 years. Jill serves as a co-trustee on a client trust, approving distributions to beneficiaries. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, and specialized investment vehicles.

Robert Fantozzi is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Oppenheimer since 2018 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies to meet client objectives.

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, TD Private Client Wealth LLC, and TD Bank N.A. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, tax-aware services, and financial planning, leveraging its affiliation with a bank holding company to provide integrated banking resources and operational advantages.

Donald Brusca is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Advisors Inc. He is based in Andover, MA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Christopher Mack is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. He has operated Mack Financial Consulting since 2007, concurrently working with Commonwealth for the same period. Outside of advisory services, he is involved in fixed insurance sales and owns a commercial real estate management entity. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers multiple portfolio management options and emphasizes operational and technological support for its affiliated advisors.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

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.