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.

Richard May is a financial advisor with Eagle Strategies (New York Life) based in Peabody, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Eagle Building and Remodeling for nine years. He operates Dickinson Wealth Strategies, LLC, through which he sells insurance products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client needs, managing the majority of assets on a non-discretionary basis.

Ryan Hart is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Hart is also involved in insurance brokering through outside carriers for 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 variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets under management held on a non-discretionary basis.

Rachael Crosby is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and having 10 years of industry experience. She has been with Commonwealth since 2015 and previously worked at LPL Financial LLC beginning in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, offering a mix of investment options and portfolio implementation strategies.

Anthony Dibattista is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses 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 approximately 2,900 affiliated advisors and both individual and institutional clients. The firm manages roughly $212.7 billion in client assets and offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Michael Casparriello is a financial advisor at Empower Advisory Group with designations including Series 66 and Series 63. He has five years of industry experience, having worked at Empower Advisory Group since 2025 and previously at GWFS Equities, Putnam Investments, and John Hancock Financial. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

Dennis Fergusson is a CFP® professional with 27 years of industry experience. He is the owner and president of Fergusson Financial, a firm he has led since 2007, and is affiliated with Commonwealth Financial Network. Fergusson also conducts fixed insurance sales as an agent under the Fergusson Financial name. 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 operational support, including discretionary model portfolios and customized investment solutions.

Marykate Taylor is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. In addition to her advisory role, she works as an insurance agent and unit field trainer for Bankers Life & Casualty, Inc., focusing on the sales and service of non-variable insurance products and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Kenneth Bucci is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He has led Bucci & Associates since 2005 and also owns a CPA firm in Stoneham, MA, where he dedicates significant time. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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.

Paul Girard is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He has held roles at Wells Fargo Clearing and has been with Janney since 2021. Girard holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a board member and coach for the Hamilton/Wenham Youth Football Program in Massachusetts. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs through a combination of in-house and third-party portfolio management.

Joseph Siciliano is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Pinnacle Private Wealth, LPL Financial, and Triad Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a combination of active and passive investment strategies guided by an internal Investment Committee.

James Bossieux is a CFP® with 25 years of industry experience currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Charter Oak Capital Management and The Vanguard Group, including Vanguard Marketing Corporation. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios and a variety of investment vehicles such as low-cost ETFs, index funds, and separate account managers.

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.

Erin Di Carlo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding eight years of industry experience. She previously worked at 2Sisters Senior Living Advisors for four years and currently owns a company that assists seniors with transitioning from their homes and eventually listing and selling their properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michael Maglio Jr. is an advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining Beacon Pointe, he was with Charter Advisory Group and has experience at Colby College and Powerhouse Fitness. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with independent managers and employs both active and passive strategies across various asset classes.

Kathryn Cunningham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and is also associated with 1017 Financial Group. Outside of her advisory roles, she is involved in life insurance brokerage activities supporting client services and relationship management for Condon Sullivan Wealth Management and Condon & Co. Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and both advisory and broker-dealer services. The firm manages a mix of discretionary and non-discretionary assets and maintains third-party asset manager relationships under a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Todd Strott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Commonwealth since 2008. Outside of his advisory role, he is a 33% owner of Northern Fabrications Solutions, LLC, a company that designs and builds custom aluminum products. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support.

Alexander Kosheff is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at companies such as Quanterix, Agia, and Your Service Staffing. Outside of financial advising, he has worked as a part-time promotions team member for the Boston Bruins. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of representatives. The firm utilizes discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion in assets across more than 1,200 advisors.

Allan Smith is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.