Peter Crinella is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked previously at Northwestern Mutual and Petruzelli Financial Services. Outside of finance, he was involved with the Guildford Flames Hockey Club from 2022 to 2024. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led and model-based strategies, supported by proprietary and third-party platforms.

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.

Azadeh Ward is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. 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 over $200 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Mark Driscoll is a financial advisor with Focus Advisor Solutions, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fidelity Brokerage Services and Envestnet, Inc. Outside of his advisory work, he is a sports official, refereeing youth, high school, and college sports. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Robert Curran is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and MassMutual. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides various financial planning and consulting services tailored to client needs.

Nathan Law is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses. He has 17 years of industry experience and has been affiliated with Commonwealth since 2011 and Wells Financial Partners since 2016. Law is also a co-owner of Wells Financial Partners, LLC and owns Invest 365 LLC, entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from various securities and insurance products.

Kristine Schofield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Commonwealth since 1999 and also has experience with EverRise and James N. Ball of Ball Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Brett Saide is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Financial Partners, LLC and Commonwealth Financial Network since 2016, and previously at IDS Life Insurance Company and American Express Financial Advisors. Outside of his advisory role, he is a long-term co-owner of Liquor Land. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Alex Burns is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023. Outside of his advisory role, he serves as a broker for Justworks, providing workforce administration services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions using both advisor-led discretionary strategies and model-based programs, supported by proprietary platforms and third-party providers.

Gerard Frawley is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Guardian Life and its related entity since 2008. In addition to his advisory role, he is involved in selling long-term care, life insurance, disability insurance, and fixed annuities. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

Robert Furlong is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he is involved with ProVisors, a professional community for trusted advisors, and serves as executor of an estate. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party platforms, including a digital advisory solution.

Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Daniel Ball is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at Ball Financial Services and Commonwealth Equity Services, Inc. since 1987. Outside of his advisory role, he is a corporator for Avidia Bank and co-owner of private entities involved in commercial real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management services, while offering a range of investment programs including discretionary model portfolios and personalized indexing options.

Alaina Coscia is a financial advisor with Commonwealth Financial Network in Needham, MA. She holds a Series 65 designation and has experience in the financial industry dating back to 2018, including roles at Adviser Investments, LLC and Darrow Wealth Management. Prior to her advisory career, she worked in the healthcare sector at Logix Health. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michelle Hallenbeck is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 11 years of industry experience. She has been with Private Advisor Group and affiliated firms since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm uses a fiduciary-based model combining client goal assessment with portfolio management or manager selection, and employs a variety of investment strategies and technology platforms.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kenneth Davis is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with Guardian Life and its affiliated entities since 1977. Outside of his advisory role, he serves as treasurer of a family foundation that funds music and Sarasota, FL area activities and is involved with local community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs, third-party platforms, and digital advisory solutions.

Cole Samson is a CFP® affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2026, he worked at several firms including The Investment Counsel Company and Heritage Financial Services. Outside of finance, he has a background as a collegiate football player at Bentley University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.