Matthew Brightman is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 credentials. He has 19 years of industry experience and has worked at Eagle Strategies since 2019, with prior roles at Nylife Securities, Inc. and Nylife Insurance Company dating back to 2006. Outside of advisory work, he is a silent partner in a clothing company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Erin Rainwater is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Commonwealth Financial Network since 2007, with a brief tenure at Fidelity Investments from 2023 to 2024. 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 support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Timothy Schmidt is a financial advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TD Ameritrade and Wainwright Investment Counsel. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate account managers, and alternative investments.

Danny Douangchith is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Empower Financial since 2015. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jerome Sullivan is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Bank and Apple Corp. His other business activities include serving as a travel advisor for Collette Vacations. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and provides portfolio management, financial planning, and custody services.

Kristine Moore is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. She has worked at TIAA-CREF and affiliated entities since 2014, with prior roles at NewEdge Advisors and Radiant Wealth from 2022 to 2024. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, and it serves as adviser to a donor-advised fund while operating within a vertically integrated structure.

Linda Lemaster is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding six years of industry experience. Her career includes roles at Avantax Advisory Services, Cetera, and Donnelly-Boland Tax Services, LLC. 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 managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and a range of investment options.

Leudson Veloz is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of advisory work, he is involved as a silent partner in an e-commerce business and provides contract assistance for a family-owned HVAC mechanical company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering a range of financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick Considine is a financial advisor at Integrated Wealth Concepts LLC in Newton, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial LLC, BNY Mellon Investment Servicing US Inc., and the Commonwealth of Massachusetts. 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, consulting, and family office services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Furooz Jafari Zadeh is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Santander Securities, and Southern State University. Outside of his advisory role, he is a co-owner of ShabLight, a business selling handmade and digital products on Etsy. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors to offer customized portfolio solutions.

Meagan Rogers is a CFP® and CFA® with eight years of industry experience. She is currently with Allworth Financial, L.P. and has previous experience at Financial Strategy Associates, Inc. and Commonwealth Financial Network. 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 portfolios using a range of model strategies and incorporates technology to manage held-away employer retirement accounts without requiring client login credentials.

Oliver Scholle Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Commonwealth since 2015, including his current tenure starting in 2018, and also works with Harvest Wealth Management. Outside of advising, he is a co-owner of Brooks Point, LLC, an entity involved in managing residential real estate in Fishers Island, NY. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, technology, and compliance support to affiliated advisors.

Christina Mccalla is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Waltham, MA. She has 25 years of industry experience and has been with Commonwealth since 2010. Outside of her advisory role, she serves as treasurer for a local political campaign and has worked in various catering positions. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, including custom portfolio solutions and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering access to discretionary model portfolios and multiple program structures.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. 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 primarily with mutual funds, ETFs, individual equities, and fixed income.

John Murray is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, G.W. & Wade Asset Management Company, Inc., and G.W. & Wade, Inc. during his career. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Susan Ahern Wiercinski is a CERTIFIED FINANCIAL PLANNER™ professional with 42 years of experience in the financial services industry. She has been with Integrated Wealth Concepts LLC since 2016 and also has experience with LPL Financial and Lincoln Financial Advisors Corporation. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a long-term investment approach alongside shorter-term trading for rebalancing and cash needs.

Jared Bishop is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. He previously worked at Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. Its advisors recommend investments but leave final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Wayne Bloom is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1989 and joined LPL Financial in 2025. 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 back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Ryan Campbell is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and The Bulfinch Group. Outside of his advisory work, he serves as head coach for a high school freshman hockey team. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.