Susan Panduku is a CFP® with eight years of industry experience. She has been with Hightower Advisors since 2019 and previously worked at Lexington Wealth Management, RSM US Wealth Management, and RSM US LLP. Hightower Advisors serves a broad range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Paul Hill Jr is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Infinex Investments, Inc. and Brookline Bank since 2009. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model.

Jeffrey Aron is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Allworth Financial, L.P. and has prior experience at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and incorporates technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Robert Koen Jr. is a financial advisor with TIAA-CREF in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. He has worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers distinct point-in-time financial planning alongside ongoing portfolio management through model portfolios and customized strategies under a fiduciary standard.

Steven Travaglini Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Primerica Advisors since 1999 and has been affiliated with Guardian Life Insurance Company of America since 1997. In addition to his advisory role, he operates an insurance services business offering non-Guardian insurance products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised funds.

Adam Scott is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Axial Financial Group since 2007 and Commonwealth Financial Network since 2006. Outside of advisory services, he is involved in fixed insurance sales through Axial Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, compliance, and investment management. The firm offers multiple program structures and discretionary model portfolios, operating as a platform provider while allowing advisors discretion in portfolio construction.

Laura Peeke is a CFA® charterholder with 23 years of industry experience. She is affiliated with Commonwealth Financial Network and has served as President and Owner of LifeFirst Financial Corporation since 2009. Her work includes fixed insurance sales conducted under LifeFirst Financial. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Melissa Mulloy Mecozzi is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2014 and previously worked at Raymond James Financial Services, Inc. She serves as the Head Coach for the Massachusetts Institute of Technology Rifle team. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services with a platform that includes both proprietary and third-party portfolio management solutions.

Jeffrey Tomaneng is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Asset Management Resources, Lion Street Advisors, Sapers & Wallack, Capital Analysts, and Lincoln Investment. Outside of his advisory work, he volunteers on committees for the Financial Planning Association. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Jorge Flores II is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Savior Wealth, LPL Financial, Trilogy Capital, Trilogy Financial Services, and NationalPlanning Corporation. Outside of advisory work, he is the managing partner at AccelHUB Venture Partners, a Latin American startup accelerator, and serves on the boards of AltaFid and HLX+, a nonprofit civic advocacy organization, while also volunteering with the Leysin American School-US Advisory Board. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes multiple program structures with a focus on centralized due diligence and technology to support advisor and client needs.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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 discretionary model portfolios, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Jennifer Kundrot is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at Financially in Tune, Salem Five Investment Services, Stumm Financial Services, and LPL Financial, LLC. Outside of her advisory work, she is a co-owner of a non-investment related real estate rental business in Belmont, MA. Beacon Pointe Advisors, LLC 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 clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Cynthia Jeffries is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. She has been with Commonwealth since 2007. 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 supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Jonathan Neipris is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser that supports 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 customized portfolio management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

James Taylor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth and The Savings Bank since 2000. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and operational services. The firm offers diverse investment solutions including discretionary model portfolios and personalized indexing options.

Michael Mcdermott is a financial advisor at Commonwealth Financial Network with 14 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 support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction alongside proprietary model portfolios.

William Neville is a financial advisor with Eagle Strategies (NY Life) based in Nashua, NH, holding a Series 63 designation and over 43 years of industry experience. He has been associated with Neville Financial Group since 2003 and has worked with Eagle Strategies and NYLife Securities since the early 1980s, with a career at New York Life insurance company dating back to 1971. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.