Christopher Mitchell is a financial advisor with Commonwealth Financial Network in Medway, MA. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Commonwealth Financial Network. 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 offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

William Olson is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at GWFS Equities and Raymond James Financial Services. Outside of his advisory work, he volunteers in a local bowling league, helping establish rules, set teams, and manage events. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Sachetta is a financial advisor at Allworth Financial, L.P. He holds the CFP® and ChFC® designations and has eight years of industry experience. Prior to joining Allworth Financial in 2026, he worked for Sachetta & Callahan, LLC for ten years and E Team Inc for seven years. Outside of financial advising, he is an author and speaker on leadership and personal development, presenting at colleges since 2014. 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 portfolio management using a variety of model strategies and employs third-party sub-advisers, while also managing privately offered funds and specialized asset management for airline industry employees.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Colin Pierce is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brian Wolff is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Paychex, Brooklyn Boulders, Lyft, CBRE Group Inc, and Barclays Capital Inc. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management services, offering a range of discretionary and customized investment solutions.

Brian Brelinsky is a financial advisor with Commonwealth Financial Network in Stoneham, MA. He holds a Series 66 designation and has 24 years of industry experience, including 21 years at Commonwealth Financial. 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, and supports affiliated advisors with operations, trading, technology, and compliance.

Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. 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 services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Isabela Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Axial Financial Group, Fidelity Investments, Wellington Management, and the College of the Holy Cross. She has also been involved with Lit Boutique and Brooks School. 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 variety of advisory programs and services, including discretionary model portfolios and personalized indexing, while supporting affiliated advisors with operations, technology, and compliance.

Kenneth Lahey is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior career includes over a decade with Fidelity and subsequent roles at Empower Financial Services before joining Empower Advisory Group. 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 retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nelson Willard is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2016. 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 hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Fraser is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard within a vertically integrated structure.

Spencer Betts is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dietz & Lynch Capital, Bickling Financial Services, Inc., and LPL Financial. He is a partial owner and Chief Compliance Officer of Bickling Financial Services, Inc., which manages client advisory agreements. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party manager programs alongside discretionary and non-discretionary portfolio management.

Lauren Cecchini is a CFP® professional with one year of experience, currently with Savant Wealth Management. She previously worked at Heritage Financial and Weiss Asset Management and has a background that includes work outside finance as a chef. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a broad range of in-house capabilities and affiliated entities.

Mathew Smith is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and has prior experience with Uber and Barcelona Wine Bar. Outside of his advisory role, he serves as a board member and treasurer for Fellowship of the Wheel, a nonprofit organization that builds and maintains mountain bike trails in Chittenden County, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm employs model-based portfolio construction with Envestnet as sub-adviser and overlay manager and supports a large client base through its extensive advisor network.

Renee Lebaron is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Commonwealth since 2015. 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 managed by its Investment Management and Research team, and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Abbey Henderson is a CFP® and Series 65 credentialed financial advisor with 24 years of industry experience. She is currently with NewEdge Advisors and has previously worked at Abaris Financial Group and CWM, LLC. Outside of her advisory work, she owns Abbey Henderson LLC, a life coaching business, and serves as a committee member for the Community Foundation for MetroWest Professional Advisors Leadership Council. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Susan Levi is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 18 years of industry experience. She has previously worked at Avantax Advisory Services and Cetera Wealth Services, among other firms. Outside of her advisory role, she serves as Executive Director of The Alliance for Infants and Toddlers, an early intervention service coordination agency. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Frank Censullo is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2019, following a seven-year tenure at Lexington Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.