Amy Cinelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Commonwealth since 2013. 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 clients, managing about $212.7 billion in assets. The firm provides a range of managed-account programs, third-party asset manager access, and back-office support while offering various investment options including mutual funds, ETFs, and personalized indexing.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with GWFS Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

David Walsh is a CFP® professional with 31 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and services through Cornerstone Financial Group and CFGPlan, focusing on life insurance products from multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and FINRA-member broker-dealer, managing a diversified advisory platform with significant discretionary and non-discretionary assets under management.

Thomas Banks is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds the Series 66 designation and has 11 years of industry experience, including 12 years with Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base that includes individual and institutional investors. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including mutual funds, ETFs, and personalized indexing.

Ajay Narang is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He also has over 20 years of experience as a CPA at Robert A. Cooper CPA PC. 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 services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income.

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, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously held roles at LPL Financial and Osaic FA, Inc. Li is involved in providing non-variable insurance products, including life, health, disability, fixed annuities, and long-term care insurance. Integrated Wealth Concepts 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, and family office services, employing customized portfolios and a long-term investment approach supported by both internal management and third-party asset managers.

Mariah Maines is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has previously worked at 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 to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. 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 offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Li Li is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. In addition to advising, Li serves as treasurer for the Youth Empowerment Support Foundation, a nonprofit focused on youth leadership training, and teaches language classes at Andover Chinese School. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

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 eight years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and WinterWyman. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to individual and institutional clients, utilizing a combination of asset-allocation modeling and third-party independent managers across both public and private asset classes.

Dylan Greene is a CFP® with nine years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with oversight from an Investment Policy Committee, utilizing a range of investment vehicles and research approaches to meet client objectives.

Neil Flaherty is a CFP® professional with 28 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023. Prior to that, he spent 22 years at TIAA and held roles at Cambridge Investment Research Advisors and The Foundry Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2016, with additional experience at LPL Financial since 2026. Outside of his advisory role, he was involved with Exceptional Estate Sales for three years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Danya Abrams is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding eight years of industry experience. She previously worked at Horace Mann Investors, Inc. and Horace Mann Companies from 2014 to 2017 and operates Abrams Insurance and Financial Services LLC. In addition to her advisory work, Abrams serves as a color commentator for Boston College men's basketball radio broadcasts. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, and employs both long-term strategies and shorter-term trades for portfolio management.

Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.