Peter Morin is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His work history includes roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015, as well as Third3rd Financial Partners LLC and Fairway Group LLC. Outside of his advisory work, he serves as president of a local BNI chapter, managing weekly meetings and leadership activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Owen Flanagan is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and previously worked at MFS Fund Distributors, Inc. for seven years before joining Commonwealth in 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, managing roughly $212.7 billion in client assets.

Elizabeth Malgari is a CFP® professional with five years of industry experience. She is currently an advisor with NewEdge Advisors and has prior experience at Abaris Financial Group and CWM, LLC. 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 plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

James Ek is a financial advisor with Empower Advisory Group in Woburn, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes roles at GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Tara McDermott is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 registrations. She has 28 years of industry experience and has been affiliated with firms including Ryan Wealth Advisors and Bartholomew & Company Wealth Management. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kristina Patt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. She has been with First Command in various affiliated entities since 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Alison Wilcox is a financial advisor with Commonwealth Financial Network in Burlington, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Commonwealth, she worked at Axial Financial Group and Doble LeBranti Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custodial services.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Evan Pappazisis is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, following two years at National Regulatory Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering a variety of discretionary model portfolios and program structures.

Andrew Kitchings is a financial advisor with Commonwealth Financial Network in Brookline, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers diverse investment solutions and operates as a platform provider with a significant clearing and custody relationship with National Financial Services LLC.

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 registrations and having 11 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2016. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. 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 certain retail brokerage accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Sequoia, he worked at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing various investment vehicles and research methods to meet client objectives.

John Conte is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2013. Conte also owns and operates Oliver Capital Management, providing multi-line insurance and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, delivering advisory services through third-party asset manager platforms and offering financial and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Peter Essele is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Andrew Nickerson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has been with Commonwealth since 2017 and previously worked at Andover Investment Advisors and Bentley University. 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 back-office support, including investment management, compliance, and technology services, allowing affiliated advisors discretion in constructing client portfolios from various securities and insurance products.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with six years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of his advisory roles, he is involved as a client relationship manager at Affinia Financial Group. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, with oversight from an Investment Policy Committee.

William Trainor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and totaling 12 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2018 and has been with Hornor, Townsend & Kent since 2016. In addition to his advisory role, Trainor is involved in multi-line insurance brokerage through his partnership in Cornerstone Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a combination of discretionary and non-discretionary account management across a range of investment strategies.

Carlos Canto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He previously worked at National Regulatory Services - Blue Sky Regulatory Services for six years. Outside of his advisory role, he works as a Lyft driver in Woburn, MA. 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, including discretionary model portfolios and customized investment solutions.

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.