Leroy Millet is a financial advisor with Commonwealth Financial Network in Maynard, MA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Commonwealth since 2012 and has also worked at Midlsex Savings Bank since 2005. In addition to his advisory role, he is involved in fixed insurance sales conducted from the branch office. 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 comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Aimee Polley is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Sensible Financial Planning and Management, LLC and Journey Wealth Partners. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kelly Lopez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She 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 clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while functioning primarily as a back-office and platform provider.

Brian Donahue is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth in 2009, he has been involved with Donakushi Wireless Inc since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Priscilla Mahabali is a financial advisor at Commonwealth Financial Network with a Series 66 designation. She has been with Commonwealth since 2020 and has prior experience in staffing and salon management. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Amy Scarborough is a financial advisor at TIAA‑CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA‑CREF since 2012. Outside of her advisory role, she is involved in real estate appraisal activities, assisting with home inspections, photography, and report preparation. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management, offering both model and customized portfolios.

Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Michael Berkley is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Berkley serves as an arbitrator for industry disputes, is a public notary, and holds leadership positions with local youth and high school athletics organizations in Sharon, Massachusetts. 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 trusts and small retirement plans. The firm offers tailored portfolio management services and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Audrey Dickhudt is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and has been associated with Commonwealth since 2009. Outside of her advisory role, she is involved with The Greater Boston Glass Group in a non-investment capacity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Hakyun Morrissey is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Morrissey has been with TIAA-CREF since 2007. In addition to advisory work, Morrissey serves on the advisory board of Final Matters LLC, an app focused on helping families manage and celebrate life’s milestones. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolio options, and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brandon Garneau is a financial advisor at Beacon Pointe Advisors, LLC with a Series 66 credential and three years of industry experience. His prior roles include positions at Sensible Financial Planning And Management, LLC and Columbia Threadneedle Investments. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of active and passive strategies and utilizes a proprietary manager selection process alongside third-party managers to implement investment solutions.

David Mccann 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 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers adviser support through managed-account programs, access to third-party asset managers, and custody and clearing services.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Kyle Anderson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has previously worked with AXA Advisors, LLC and holds roles with Penn Mutual Life Insurance Company alongside his current position. Anderson is a board member and treasurer of the New England Masters Skiing Foundation, a nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a combination of investment advice, custody, execution, and brokerage services.

William Whitney III is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Bank of America, and Merrill. 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, and retirement plan advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Renata Schindler is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Her previous roles include positions at Watertown Savings Bank, Infinex Investments, Envision Bank, and Citizens Bank. She is also a public notary for the state of Massachusetts. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services and financial planning, combining adviser supervision with a hybrid adviser/broker-dealer structure that includes access to alternative investments and lending solutions.

Jonas Brier is a CFP® with 19 years of industry experience and holds a Series 63 designation. He is currently affiliated with Empower Advisory Group and has spent the past 10 years with Gwfs Equities, Inc. in Groton, MA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

William Mack is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight 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 that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Willie Ramirez is a financial advisor with Empower Advisory Group in Lawrence, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Gwfs Equities, Inc. since 2010. Empower Advisory Group provides financial planning and investment management primarily to 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 within plan lineups selected by plan sponsors.

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.