Peter Morin is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His work history includes roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015, as well as Third3rd Financial Partners LLC and Fairway Group LLC. Outside of his advisory work, he serves as president of a local BNI chapter, managing weekly meetings and leadership activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tara McDermott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Bartholomew & Company Wealth Management, Ryan Wealth Advisors, and Ryan Financial, Inc. She is also the managing member of Ryan-McDermott Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets, offering a broad platform of managed-account programs, third-party asset managers, and custody services.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. 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 support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Alison Wilcox is a financial advisor with Commonwealth Financial Network in Burlington, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Commonwealth, she worked at Axial Financial Group and Doble LeBranti Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custodial services.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. 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 comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 registrations and having 11 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2016. 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. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. 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 accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He has prior experience at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions using a range of investment vehicles and conducts research through multiple analytical methods supported by third-party due diligence.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with six years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of his advisory roles, he is involved as a client relationship manager at Affinia Financial Group. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, with oversight from an Investment Policy Committee.

William Trainor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at Hornor, Townsend & Kent since 2016 and is also associated with Penn Mutual Life Insurance Company since 2018. Trainor is involved in multi-line insurance brokerage through Cornerstone Financial Group, where he serves as an agent and partner. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of custody, execution, brokerage capabilities, and third-party asset management relationships.

Matthew Piaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2001 and has operated his own advisory practice since 2000. Piaker also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management services. The firm offers multiple program structures and discretionary model portfolios while serving as a platform and operations provider for affiliated advisors.

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Nathan O'Loughlin is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2013. Nathan is also the owner of O'Loughlin Wealth Management, Inc., an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios from a wide selection of securities and insurance products.

Stephen Ahern is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has worked at Allworth Financial since 2026 and previously spent over two decades with Wealth Management Advisors, LLC and Sullivan Bille, PC. 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 portfolios through a variety of model strategies and uses technology to manage held-away employer retirement accounts, with a notable focus on airline industry employees and several affiliated businesses.

Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Hoylecohen LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture that combines active and passive strategies alongside various specialized tools and third-party managers.

Alexandria Nadworny is a CFP® professional with 15 years of industry experience, currently advising at Sequoia Financial Group, L.L.C. She has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Outside of her advisory roles, she serves as Chairperson for the Citizen Advisory Board at the Massachusetts Department of Developmental Services, focusing on support for the disability community. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, customized accounts, and third-party manager selection, with oversight from an Investment Policy Committee and research from multiple external providers.