Felix Cincotta is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Integrated Wealth Concepts since 2016, following a 12-year tenure at Lincoln Financial Advisors Corp and ongoing CPA work since 1990. He is also a licensed notary and operates a CPA affiliate program. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach combined with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Joanna Antonopoulos is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has worked at Eagle Strategies and affiliated entities since 2004, including a role at Atlantic Planning Group since 2019. Antonopoulos serves as a board member of Networking Group USA, a non-investment-related organization. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Hillary Price is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the ChFC® designation and the Series 63 license, with 27 years of industry experience. Price has held roles at Mahoney Financial Organization, Koritz Wealth Strategies, and Eagle Strategies, and she serves as a trustee and volunteer fundraiser for Hebrew Senior Life. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Mark Carley is a financial advisor with Hightower Advisors in Lexington, MA, holding a Series 65 designation and 27 years of industry experience. He previously worked at Lexington Wealth Management from 2012 to 2019 before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party investment managers across a range of strategies and asset types.

Jeffrey Bloom is an advisor at Commonwealth Financial Network with over 28 years of industry experience, including a long tenure at Margolis Bloom & D'Agostino since 1998. He joined Commonwealth Financial Network in 2025. 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, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Davies is a financial advisor at Commonwealth Financial Network with 10 years of industry experience and a Series 66 designation. He has worked at Commonwealth Financial Network since 2015 and briefly at LPL Financial LLC starting in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationally. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Nicholas Nestro is a CFP® and Series 66-registered financial advisor with Valic Financial Advisors, based in Wakefield, MA, and has four years of industry experience. Prior to joining Valic, he held roles at JPMorgan Chase and Northwestern Mutual. Outside of his advisory work, he manages a short-term rental property on Airbnb on behalf of his parents. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

James Moriarty is a ChFC® credentialed financial advisor with 22 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has held roles at Fairway Group, LLC, Moriarty Financial Group, LLC, JPM Retirement & Legacy Solutions, LLC, and operates James P. Moriarty, CPA, LLC, providing tax and accounting services. He also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gretchen Barress is a financial advisor at Principal Financial Services with over 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1994. She volunteers internally to lead a wellness pilot program at Principal, partnering with The Physician's Committee for Responsible Medicine and participating in related educational events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with advisory and promoter arrangements supporting client investment management and ongoing reviews.

Andrew Koutroukas is a financial advisor at Hightower Advisors in Waltham, MA, holding a Series 65 credential with two years of industry experience. He previously worked at Bentley Investment Group and spent four years at Bentley University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments.

Kerry Luria is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with 10 years of industry experience. Prior to joining Hightower in 2019, Luria worked for Lexington Wealth Management, Inc. for five years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to deliver portfolio management, financial planning, and retirement plan consulting services.

Linda Durant is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has worked at Lexington Financial Group since 1995 and was associated with Commonwealth Financial Network during part of that time. Her other business activity includes selling fixed insurance at her branch location. 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 provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Sheldon Rosenberg is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a CPA and owner at Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Greg Gohr is a financial advisor at Allworth Financial, L.P. in Waltham, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Wealth Management, LLC and Commonwealth Financial Network prior to joining Allworth in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a mix of model strategies and employs technology to manage held-away accounts without client login credentials.

Mihai Popa is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Commonwealth and Axial Financial Group since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Trevor Pilkington is a financial advisor with Commonwealth Financial Network in Boston, MA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at John Galt Staffing and the University of Massachusetts Amherst. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, with discretionary model portfolios managed by its Investment Management and Research team.

John Farrell is a financial advisor at Commonwealth Financial Network with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade Investment Management and Securian Financial Services. He has worked at Commonwealth since 2015 and currently is associated with LPL Financial as of 2026. 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 around $213 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 a variety of investment options including mutual funds, ETFs, and personalized indexing.

Christopher Dooley is a financial advisor at Hightower Advisors in Lexington, MA, holding CFP® and Series 66 designations with 17 years of industry experience. His prior roles include positions at Adviser Investment, LLC, Personal Capital Advisors Corporation, and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and financial institutions. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, supporting both discretionary and non-discretionary portfolio management.

Gregory Stamas is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including 21 years with Park Avenue Securities and Guardian Life Insurance Company. He is also involved with Stamas Financial Group, LLC, an insurance sales business. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account features including discretionary management, alternative investments, and securities-based lending.