Wendy Aimola is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member for Charley's Angels Pet Initiative, a charitable organization that collects and distributes pet food and supplies to those in need. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional plans, and charitable organizations. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Banks is a financial advisor with Commonwealth Financial Network in Salem, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth Financial Network since 2014. 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 variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Samuel Rich is a financial advisor with Commonwealth Financial Network in Watertown, MA. He holds the Series 66 designation and has nine years of industry experience, all with Commonwealth since 2013. 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 its affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Albert Li is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including eight years at Lincoln Financial Securities Corporation and over ten years at both Integrated Wealth Concepts and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income, and employs both internal and third-party asset management.

Mariah Maines is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Montis Financial LLC, Financial Navigators, Inc., Pathstone, and J.P. Morgan Chase Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm’s advisory model separates one-time planning services from ongoing discretionary management, employing model portfolios or customized strategies through dedicated portfolio managers.

Christopher Hovey is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and Ball Financial Services Company. Hovey has been associated with Commonwealth Financial Network since 2017. 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 operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Li Li is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Transamerica Financial Advisors since 2012. Outside of her advisory role, Li serves as Treasurer for the Youth Empowerment Support Foundation, a nonprofit focused on youth leadership training, and teaches language classes at the Andover Chinese School. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker‑dealer services, providing a range of investment programs and access to third‑party money managers through discretionary and non‑discretionary platforms.

Michael Merrick is a financial advisor at GWN Securities Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2015. Merrick is also licensed as a life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset-allocation and legacy market-timing strategies.

Shavar Lazarus is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Liberty Mutual. Prior to his advisory career, he served in the U.S. Army and spent several years at Bunker Hill Community College. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, 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 within a fiduciary framework.

Robert Santamaria is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for eight years and WinterWyman for one year. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm integrates active and passive investment strategies through a combination of in-house asset allocation modeling and third-party independent managers.

Patrick Healy is a CFP®-designated financial advisor with seven years of industry experience. He is currently with CWM, LLC and Carson Wealth, where he has worked since 2019. His prior experience includes roles at Northeast Planning Associates, Inc. and LPL Financial. Healy is also licensed to sell fixed insurance products including life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using a discretionary model portfolio approach overseen by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.

Peter Crinella is a financial advisor with Guardian Life in Northborough, MA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Robert Roy. Outside of finance, he was involved with the Guildford Flames Hockey Club for two years. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual, corporate, and institutional clients with brokerage, financial planning, and retirement consulting services, offering a range of advisory programs that include both proprietary and third-party investment strategies.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth in various capacities since 2016. Outside of his advisory role, he was involved with Exceptional Estate Sales from 2017 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Danya Abrams is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. Prior to joining the firm, Abrams worked at Horace Mann Investors, Inc. and Horace Mann Companies for three years. In addition to advisory work, Abrams provides radio color commentary for Boston College's men's basketball team. Integrated Wealth Concepts serves a diverse client base, including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach combined with oversight of third-party managers.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Fabrice Montissol is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2021 and has experience in education with Boston Public Schools and Davis Leadership Academy. Eagle Strategies serves a diverse client base, including individual and institutional investors, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Ganeles is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Ferris Capital, LLC and FIDELITY Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. 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 operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Eric Carey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, based in Waltham, MA, and has two years of industry experience. His career history includes roles at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, equities, and fixed income, combining an enterprise operating scale with a menu of model and wrap options directly sponsored by the firm.