Brandon Zatopek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2011. 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, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

James Scally is a CFP® with 26 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 29 years. He serves as a trustee for a corporate retirement plan. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Angela Musi is a financial advisor with Integrated Wealth Concepts LLC and holds CPA credentials. She has 37 years of experience as a CPA through her own firm and has been with Integrated Wealth Concepts since 2025. Outside of advising, she owns a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with a long-term approach and sponsors various wrap-fee programs, combining enterprise scale with model and wrap options.

Conrad Pensavalle Jr. is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Commonwealth since 2007 and also works with Axial Financial Group since 2014. 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 supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources, while offering multiple program structures and discretionary model portfolios.

Deborah Fair is a Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 19 years of industry experience. She joined Commonwealth in 2017 after a year at Merrill. Outside of her advisory role, she works as a group fitness instructor at Lifetime Athletic Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Kelsey Thomas is a financial advisor with Commonwealth Financial Network based in Waltham, MA, holding a Series 66 designation and with seven years of industry experience. She has worked primarily at Commonwealth Financial Network since 2017, with a brief tenure at Canaccord Genuity LLC. Outside of her advisory role, she operates a dog sitting and walking business in Arlington, MA. 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 over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting advisors in implementing customized investment portfolios for individual and institutional clients.

Lindsey Moccia is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at TD Bank, N.A. and TD Private Client Wealth, LLC since 2015. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail TDIS (US) clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Jesenia Interiano is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including roles at GWFS Equities and Putnam Investments, and has a background connected to the College of the Holy Cross. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Matthew Pettine is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 12 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Pettine volunteers as a swim coach for the Easton Special Olympics. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

Andrew Betts is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes prior roles at Purshe Kaplan Sterling Investments, Bickling Financial Services, Inc., and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.

Christin Kneeland is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Mark Sperling is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at GWFS Equities, Advised Assets Groups, Citizens Securities, Equitable Advisors, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Scott Brown is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 10 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Brittany Stuart is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank N.A. since 2017 in various roles. Outside of finance, she has worked with Grove at the Briar Barn Inn and Weber Writing and Research. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Brandon Doherty is a financial advisor with Valic Financial Advisors in Wakefield, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investment. Outside of advising, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Fadi Khoury is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Commonwealth Financial Network since 2001. 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 variety of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Graham Bacheller is a financial advisor with Lincoln Investment in Danvers, MA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and serves on the West Newbury Open Space Committee. Bacheller is also a board member of the Friends of the North Shore Education Consortium, a charitable organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

James Desrocher is a financial advisor with Primerica Advisors in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he engages in public speaking and coaching on marketing and business planning. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party managers, supporting various account types and financial planning needs.

Stephen Carrigg is a CFP® professional with eight years of experience in the financial services industry. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. His prior experience includes roles at Liquid Capital Inc, Commonwealth Financial Network, and Fidelity Investments. Integrated Wealth Concepts LLC 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 a primarily long-term investment approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.