Wei Li is a financial advisor with Transamerica Financial Advisors holding a Series 63 designation and eight years of industry experience. In addition to his advisory role, he is a partner at Bilingual CPA Group LLC, providing accounting, tax, and insurance services. He also serves as Chief Financial Officer of FPM LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios on discretionary and non-discretionary platforms.

Peter Essele is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Crystal Turner is a CFA® charterholder and Series 63 licensee with three years of industry experience. She has worked with Eagle Strategies (NY Life) since 2023 and has prior experience at Nylife Securities LLC, New York Life Insurance Company, Legacy Enterprises, and Loomis Sayles. Outside of her advisory role, she is an independent contractor with Volo Boston, a coed adult social sports league. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Andrew Nickerson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has been with Commonwealth Financial Network since 2017, following a tenure at Andover Investment Advisors and a role at Bentley University. 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 provides a broad platform of managed-account programs, access to third-party asset managers, and custody and clearing services, supporting both discretionary and nondiscretionary portfolio management.

Sheri Hendricks is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. She holds Series 63 and Series 66 registrations and has 10 years of industry experience. Her career includes roles at firms such as MassMutual Life Insurance Company, LPL Financial LLC, and Prudential Insurance Company of America. Hendricks operates West of Center Financial, LLC, a business that offers New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and delivers most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Carlos Canto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He previously worked at National Regulatory Services - Blue Sky Regulatory Services for six years. Outside of his advisory role, he works as a Lyft driver in Woburn, MA. 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 discretionary model portfolios and customized investment solutions.

Ian Stephens is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at John Hancock, Edward Jones, Natixis Global Associates, and E*Trade. Outside of his advisory work, he is a partner in a run coaching and marathon training business called RUNdays. 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 offers a wide range of investment programs and platforms, including internally managed model portfolios and third-party asset managers, along with retirement consulting and custody services.

Merrie Moy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been associated with Transamerica Financial Advisors since 2013 and has experience in health insurance brokerage, including roles with Massachusetts Health Connector, GarityAdvantage Insurance Marketing Agencies, and HSA Insurance. Moy also manages Empower Team LLC, a business focused on operational management. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to deliver its advisory services, supporting individual investors, retirement plans, trusts, and charitable organizations.

Amy Kitson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2011 and LPL Financial LLC since 2026. 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 individual and institutional clients. The firm manages about $212.7 billion in client assets and offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Robert Swanke is a CFA® charterholder with 14 years of experience at Commonwealth Financial Network, where he has worked since 2012. He is based in Waltham, MA. 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 back-office support, including investment management, technology, compliance, and practice-management services.

Joseph Stronach is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previously worked at Curry College as well as in various roles outside the financial industry, including positions at Lamberts Rainbow Market and Green Harbor Lobster Pound. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing operations, compliance, and investment management resources to affiliated advisors.

Eric Sechman is a CFP® professional with 19 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Parkland Securities, LLC. Sechman serves on the Ayer+Devens Resolution Committee and the Town of Ayer Finance Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Tyson Lashley is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Ameriprise for 10 years before joining Raymond James Financial Services Advisors Inc. in 2025. Lashley is also involved with North Atlantic Investment Partners, LLC in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, with capabilities in municipal advisory and specialized retirement plan consulting.

Craig Slater is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 13 years. Outside of his advisory role, Slater is an associate at North Atlantic Investment Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools and supports various advisory programs across a large network.

Graham Tower is a financial advisor at Raymond James Financial with 26 years of industry experience. He previously worked at Ameriprise for 27 years before joining Raymond James in 2026. Tower serves as a committee member for the trust account at Acton Congregational Church, providing non-compensated advisory opinions on allocations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through its advisory programs and other providers.

Jackson Graham is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Synergy Wealth Partners and Lucid Landscaping. Outside of his advisory role, he is also licensed as an insurance agent, selling life insurance and fixed annuities. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of advisers, utilizing asset-allocation tools and multiple investment platforms to offer customized portfolio solutions.

Richard Alles Jr. is a financial advisor with Ameriprise in Weston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Oppenheimer for 21 years before joining Ameriprise in various capacities since 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside a dedicated consulting team to deliver customized retirement income strategies.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and has been with the firm since 2026. He has over 20 years of experience at Turner & Costa PC, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and platform solutions.

Alexandra Terista is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Suffolk University and Eversource Energy, and she currently serves in the US Navy Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.

Alfred Hargrave Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002 and is also president of McCarthy Hargrave Wealth Management. Outside of his advisory roles, he serves as treasurer on the board of the Worcester Children’s Chorus, a nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and discretionary and non-discretionary programs.