Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. 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 back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Delaney is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and utilizes a technology platform from Envestnet and custody services from Pershing.

Yang Cai is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Yang has worked at Transamerica Financial Advisors since 2014 and has held roles at Linden Wealth Inc, Trawick International, International Medical Group, Inc., Wfgia, and Dentsply International. Outside of advisory work, Yang is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment programs.

Michael Schiavi is a Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth Financial Network since 2016 and at Wealth Planning Resources LLC since 2018. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Stephen Tankel is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has also been the owner of the CPA firm Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, 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 constructed with mutual funds, ETFs, individual equities, and fixed income.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

William Berry is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has been involved with Wealth Planning Resources LLC since 2013 and serves as owner and president of William Berry Financial Planning, 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, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Whitney Johnson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 65 registrations and 15 years of industry experience. Prior to joining Commonwealth in 2014, Whitney worked at J. W. Cole Advisors, Inc. and Financial Advisers Of America, LLC. In 2026, Whitney began working with LPL Financial. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Joshua Snell is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Sherwin Williams. Outside of financial advising, he has worked as a customer service associate for Sherwin Williams. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides a platform that includes operations, trading, technology, investment management, compliance, and practice-management resources.

Richard Kahn is a financial advisor with Hightower Advisors holding a Series 65 license and 25 years of industry experience. Before joining Hightower in 2020, he worked at Argent Wealth Management, Inc. and LLC from 1999 to 2020. Outside of financial advising, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Christopher Mitchell is a financial advisor with Commonwealth Financial Network in Medway, MA. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Commonwealth Financial Network. 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, while offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Geoffrey Skowronek is a financial advisor at CWM, LLC with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Commonwealth Financial Network, Boston Retirement Group, and AXA Advisors, LLC. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors overseeing approximately $50.6 billion. The firm provides services such as discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored solutions including custom indexing and access to alternative investments.

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.

Brian Brelinsky is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 25 years of industry experience. He has been with Commonwealth Financial since 2005. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Patricia Garner is a CFP®-designated financial advisor with 19 years of industry experience. She is currently with CWM, LLC, having previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

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.

Nelson Willard is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. 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 over $210 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.