Ashley Rieser is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Moneta Group Investment Advisors, LLC since 2022 and previously held roles at Saxony Capital Management and Saxony Securities. Rieser holds a Series 66 license and is based in Worcester, MA. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies alongside niche services such as planning for professional and developing athletes.

John Potter is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding a Series 63 license and 32 years of industry experience. He has been with Commonwealth since 2014 and also works at Larson, Potter, Stratton & Cote Financial since 2018. Outside of his advisory roles, he is the owner of Potter Wealth Management, Inc. 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 comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Patricia Garner is a CFP® and Series 66-registered advisor with 19 years of industry experience. She is currently affiliated with CWM, LLC and Boston Retirement Group. Patricia serves on the board of the Greater Lawrence Community Action Council. CWM, LLC is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing access to customized indexing and alternative investments.

Jennifer Tivnan is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2021. Prior to that, she was affiliated with James N. Ball & Company beginning in 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Richard Patient is a financial advisor with Money Concepts Capital Corp in Worcester, MA, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts since 1997 and operates a CPA firm, Patient, Lynch & Associates, PC, where he serves as president. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of investment programs utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

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.

Shaw Wen Yang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and has been involved with World Financial Group, Inc. since 2015. In addition to his advisory role, he engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. She previously worked at Abaris Financial Group LLC and CWM, LLC. Outside of her advisory work, she owns Abbey Henderson LLC, a life coaching business offering one-on-one sessions and workshops, and is a committee member of the Professional Advisors Leadership Council at the Community Foundation for MetroWest. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Arthur Arsenault is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Lincoln Financial Advisors. Arsenault is also a CPA and serves as treasurer on the board of the Historical Building Association and Museum in Chelsea, MA. 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, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Susan Miller is a CFP®, PFS™, and holds a Series 66 license with 24 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2019 and was previously with Aurora Financial Advisors, LLC from 2002 to 2019. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Costello is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and previously worked at Pediatrics West P.C. for five years before joining Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Laurie Ingwersen is a CFP® with 26 years of industry experience currently with Allworth Financial, L.P. She has held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and The Harvest Group Wealth Management, LLC, among others. Allworth Financial serves individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative investment analysis and offers various model and specialist portfolio strategies.

Elizabeth Malgari is a CFP® professional with five years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors, LLC. She has previously worked at CWM, LLC and Abaris Financial Group. Outside of her advisory role, she owns E. Malgari LLC, a self-directed IRA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor and client needs.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Carlos Nano Jr. is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles beginning in 2024, he worked at Atlantis Auto City and IFRS - Farroupilha in various capacities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Susan Schlindwein is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial and Integrated Wealth Concepts since 2017 and previously operated Susan M. Schlindwein CPA LLC, a CPA practice she founded. Outside of advisory work, she maintains involvement with her CPA firm and related affiliate programs. 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 primarily composed of mutual funds, ETFs, equities, and fixed income with a combination of internal management and third-party oversight.

Matthew Bonsall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His career includes roles with Integrated Wealth Concepts since 2017 and Lincoln Financial Advisors from 2015 to 2017. Bonsall provides administrative support within Integrated Wealth Concepts as a separate business activity. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a large network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a variety of model and wrap-fee options.