Russell Dolan is a financial advisor with Bankers Life Advisory Services, Inc. in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty since 1999. Outside of his advisory work, he is an equity owner in a winery, Napa Custom Crush LLC d/b/a The Caves at Soda Canyon. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Andrew Phillips is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Commonwealth since 2016. 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 broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options combined with comprehensive trading and reporting services.

John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Shaun Griffin is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Before joining Commonwealth Financial Network in 2020, he worked at JP Morgan Chase & Co, Mattress Firm, Cape & Islands Kitchens, and Northeast Interiors. 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 their individual and institutional clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Louis Orsatti is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at David Keefe and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis.

Matthew Stys is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2017. Prior to joining Commonwealth, he worked at Hampshire Country School for one year. 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 around $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

David Smith is a financial advisor at TIAA-CREF with 15 years of industry experience and holds Series 63 and Series 66 designations. His prior roles include positions at Citizens Securities, Santander Bank and Securities, Strategic Advisers, and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Dorian Carbunari is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2007. 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, supported by operations, trading, technology, investment management, compliance, and practice-management resources.

Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at LPL Financial, Infinex Investments, and Monson Savings Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with multiple investment strategies, utilizing both proprietary and third-party platforms.

John Gerry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Before joining Commonwealth in 2022, he worked in various roles including at CVS Pharmacy and ScribeAmerica, and attended the University of Miami from 2014 to 2018. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and a range of advisory programs.

Maria Giampietro is a CFP® with five years of industry experience, currently advising clients through Commonwealth Financial Network. Her prior experience includes roles at James N. Ball & Company, Thrivent Financial, and Summit Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support, providing a comprehensive platform for both individual and institutional clients.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Davin Sweeney is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial. Prior to his advisory career, he attended St. Lawrence University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and over 22 years of industry experience. She has worked with New York Life and its affiliated entities since 2003 and operates JW Insurance & Financial Services, brokering group benefits and fixed insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with most assets managed on a non-discretionary basis.

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Cody Twombley is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Integrated Wealth Concepts and LPL Financial LLC, as well as positions at Babson College and the University System of New Hampshire. 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, utilizing customized portfolios and a primarily long-term investment approach.

Thuy Berman is a Series 66-registered financial advisor with Commonwealth Financial Network in Waltham, MA, where she has worked since 2003, totaling 23 years with the firm and 16 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Leona Barber is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at MML Investors Services and Fidelity Brokerage Services LLC. 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 personalized investment solutions, while providing operations, trading, technology, and compliance support to affiliated advisors.

Jason Hastings is a CFP® and Series 65 licensed advisor with Hightower Advisors, based in Lexington, MA. He has 12 years of industry experience, including nine years at Lexington Wealth Management and seven years with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a range of investment vehicles.