Daniel Walsh is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. He has been with Walsh Investment Services and Commonwealth Equity Services, Inc. since 1992. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a wide array of securities and insurance products.

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.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group in 2025, he worked at Gwfs Equities, Inc. for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Martin Lowenthal is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including 16 years with his current firms. Lowenthal is also engaged in insurance activities outside of Guardian Life. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

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.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies, third-party managers, and private funds within a tax- and fee-sensitive framework.

Justin Desantis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has been with Ameritas Advisory Services since 2021 and has prior experience at MacDonald Insurance and Financial Services. Outside of his advisory role, he officiates hockey games. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions through model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

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.

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.

Adam Zandonella is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current roles, he worked at Bain Capital LP for five years. He is also involved in insurance brokering through McGuire & Wright Financial Group LLC, focusing on 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 variety of advisory programs tailored to client objectives and emphasizes non-discretionary asset management, with a significant focus on retirement plans and insurance-related products.

Fadi Khoury is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Commonwealth Financial Network since 2001. 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 around $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Nash is a financial advisor with Integrated Wealth Concepts LLC in Norwood, MA. He holds no prior industry experience but has worked at Integrated Wealth Concepts since 2026 and previously at AWH Financial, LLC from 2023 to 2024. He has been associated with NASH CPAs PLLC since 2015. Integrated Wealth Concepts 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, utilizing a combination of internal management and third-party oversight with an emphasis on long-term, customized portfolio strategies.

Preston Wong is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, 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 hundreds of thousands of clients. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Hugues Rivard is a CFP® professional with 19 years of experience in the financial industry. He currently serves as an advisor at Farther and previously worked for 17 years at Financial Life Focus, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory approach with proprietary model portfolios and algorithmic rebalancing, using a variety of investment vehicles and AI tools to support advisor decisions.

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.

Andrew Scanlon is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having previously worked at Eaton Vance Distributors, Inc. from 2014 to 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach utilizing a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Daniel Croll is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 65 designation and previously worked at Keenan Financial and held various roles at Lehigh University and ESL Federal Credit Union. Outside of finance, he was involved with Irondequoit Beer Company in 2020. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.