Wayne Bloom is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1989 and joined LPL Financial 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 provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Kristopher Brassard is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eaton Vance Distributors, Eaton Vance Management, McAdam LLC, and VOYA Financial Advisors. Outside of his advisory role, he is involved in property management. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Andrew Keener is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has been with Commonwealth since 2018 and previously worked at the University of Massachusetts Boston from 2015 to 2018. 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 managed model portfolios.

John Rocco is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding the ChFC® designation and Series 63 license. He has 14 years of industry experience and has worked with New York Life and its affiliated entities since 2012. In addition to his advisory role, he is engaged as a shareholder in NYLARC Holding Company Inc. and operates under the DBA Rocco Insurance and Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis, primarily within an integrated New York Life affiliate structure.

Derenig Kostikian is a CFP® with 20 years of experience in the financial industry. He is currently with Commonwealth Financial Network, where he has worked since 2014, with a brief period at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. from 2022 to 2023 before returning to Commonwealth in 2023. 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 personalized investment solutions, supported by comprehensive operations, trading, technology, and compliance platforms.

Joseph Henry Jr. is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Hightower Advisors since 2020, following five years at Argent Wealth Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

John Steiger is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Planning Resources LLC since 2012. He co-owns Steiger Creed LLC, an entity involved in managing residential real estate in Steamboat, Colorado. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and discretionary model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Kevin Sanchez is a financial advisor at Allworth Financial, L.P. in Lynnfield, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Sachetta, LLC, Keenan Financial, and several other organizations. Sanchez has also worked in various capacities outside finance, including at Wesleyan University and in retail and service industries. Allworth Financial serves a broad client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, employing a blend of quantitative and qualitative analysis to deliver customized investment strategies.

Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Raymond Acchione is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Commonwealth since 2003. Outside of his advisory role, he has been involved with Wellesley Recreation since 2000. 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 operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside a variety of investment vehicles.

Terri Miller is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services and ACSH Medical Management. Outside of her advisory role, she runs a tax preparation business operating under Terri W. Miller, CPA. 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 adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted 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 managing over $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Nicholas Silva is a CFP® and ChFC® with 17 years of experience, currently affiliated with Eagle Strategies (New York Life). He has worked with Eagle Strategies since 2014 and New York Life entities since 2011. Silva serves on the board of the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Debbie Hsu is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing Services, Merrill, and Morgan Stanley. Outside of her advisory work, she serves on the boards of the nonprofits Easterseals and Families for Depression Awareness. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through discretionary and non-discretionary platforms.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has six years of industry experience, including roles at Bankers Life Securities and Bankers Life and Casualty. Outside of her advisory work, she is involved in recruiting and training insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analyses to tailor portfolios according to clients’ goals and risk tolerances.

Leroy Millet is a financial advisor with Commonwealth Financial Network in Maynard, MA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Commonwealth since 2012 and has also worked at Midlsex Savings Bank since 2005. In addition to his advisory role, he is involved in fixed insurance sales conducted from the branch office. 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 $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.