Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Jennifer Kundrot is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at Financially in Tune, Salem Five Investment Services, Stumm Financial Services, and LPL Financial, LLC. Outside of her advisory work, she is a co-owner of a non-investment related real estate rental business in Belmont, MA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Robert Magnacca is a financial advisor with Empower Advisory Group in Waltham, MA, holding the CFP® designation and Series 65 and 63 licenses. He has 30 years of industry experience, having previously worked at TIAA-CREF and GWFS Equities. Outside of advising, he is an author of three books on professional financial guidance and teaches a class on artificial intelligence as an adjunct lecturer at Babson College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within employer plan lineups and serves a large participant base relative to its adviser count.

Anpu Stephens is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, Stephens worked at TIAA-CREF from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Cynthia Jeffries is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 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 retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Jonathan Neipris is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser that supports 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 customized portfolio management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

James Taylor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth and The Savings Bank since 2000. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and operational services. The firm offers diverse investment solutions including discretionary model portfolios and personalized indexing options.

Michael Mcdermott is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2011. 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 support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction alongside proprietary model portfolios.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. 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, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zuleyka Feliz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2014. She previously worked with Penn Mutual Life Insurance Company starting in 2013. In addition to her advisory role, she is involved in insurance brokerage operations and serves as an office administrator for a related insurance brokerage office. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight through third-party asset manager platforms and financial planning. The firm manages a majority of client assets on a non-discretionary basis and offers a range of investment strategies and retirement plan consulting.

Daniel Lautenschlager is a financial advisor at Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation with six years of industry experience. He previously worked at Citizens Financial Group for three years before joining Commonwealth in 2019. 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 provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Mckallagat is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked at Eagle Strategies since 2013 and also operates under the DBA Third / 3rd Financial Partners, LLC, focusing on selling New York Life products and brokering non-registered insurance products. Additionally, he is a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as mutual funds, ETFs, and alternative investments.

James Leahey is a Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 26 years of industry experience. He has been with Commonwealth since 2008. 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 around $212.7 billion in client assets. The firm offers a broad platform of advisory, retirement, and custody services, employing both internally managed model portfolios and third-party investment solutions.

David Weeden is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at Commonwealth Financial Network during two periods totaling around ten years and has held positions at Human Interest Advisors and Amundi US, Inc. Outside of his advisory work, he operates Weeden Photography, a sole proprietorship offering photography services and events. 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 back-office support, including trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Jonathan Maniscalco is a financial advisor with Commonwealth Financial Network in Lexington, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lexington Financial Group, NOVA, Dynamic English, and Bluedata International Institute. 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 provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. Integrated Wealth Concepts LLC 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, and consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.

Ryan Conant is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc., Baystate Financial, and LPL Financial among others. 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, family office and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party management.