Ryan Damaso is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and is also involved with Treeful Damaso Ancieto, Inc., a CPA affiliate program. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Pamela Destefano is a financial advisor with Eagle Strategies (NY Life) and holds Series 63, 65, and 66 designations. She has 29 years of industry experience, including roles at Nylife Securities LLC, New York Life Insurance Co, 20/20 Capital Management, and Ameritas Investment Corp. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Yanzhi Gong is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and eight years of industry experience. Gong has worked with NYLIFE Securities LLC since 2018 and has been associated with Boston University since 2016. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and a predominantly non-discretionary asset management approach.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Brooke Fleming is a financial advisor at Commonwealth Financial Network with 9 years of industry experience. She holds the ChFC® and Series 66 credentials. Brooke’s work history includes roles at EverRise and Ball Financial Services/James N Ball & Company. 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 roughly $212.7 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.

Kristine Porcaro is a financial advisor at Hightower Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hightower since 2019, following previous roles at Lexington Wealth Management and other Lexington-based firms dating back to 1998. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Jacob Battersby is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has one year of industry experience. His career includes roles at Atlantic Planning Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he assists with back-end support for his wife's online fitness coaching business. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Boris Lokshin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including longstanding roles at Berkshire Equity Sales, Inc. and Berkshire Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Cetera Advisor Networks, Pangea Wealth, and John Hancock. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity involved in 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, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Jeffrey Corey is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Claro Advisors LLC, Mutual Securities Inc, and Stifel Nicolaus & Co Inc. Outside of his advisory role, he operates as an independent insurance agent providing life, health, and variable insurance solutions. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income while maintaining assets with third-party custodians.

Diego Bello is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding CPA credentials and five years of industry experience. He has been with Integrated Wealth Concepts since 2021 and also operates Diego A. Bello, CPA PC, which he has managed since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of customized portfolios and third-party asset managers while maintaining a long-term investment approach.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Magdeleine Guiney is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to her current role, she held positions at Benison Financial Services and Dell Technologies. 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 about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Richard Fingerman is a CFP® professional with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he worked for Financial Planning Solutions, LLC for 12 years. Outside of his advisory role, he has maintained a small rental real estate business since 1982. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm emphasizes manager selection through a proprietary due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Lauren Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has worked at Commonwealth Financial Network since 2016 and is also associated with Joe Sent Me. 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. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Francis Mc Manus is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at TruAdvisors Financial, LLC, Downey Insurance Agency, and Guardian Life Insurance Company. Outside of advisory services, he serves as a board member and ambassador for the Walpole Chamber of Commerce and is involved in organizing youth basketball tournaments through Zero Gravity Basketball. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a mix of discretionary and non-discretionary arrangements using a variety of investment analysis techniques and model overlay programs.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, trading, compliance, and practice-management support.