Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Jeffrey Bloom is an advisor at Commonwealth Financial Network with over 28 years of industry experience, including a long tenure at Margolis Bloom & D'Agostino since 1998. He joined Commonwealth Financial Network in 2025. 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 range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Lisa Cremonini is a CFP® and Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 27 years of industry experience. She has worked at Commonwealth since 2004 and previously held roles at Capitol Financial Advisors and 1717 Capital Management Company. Outside of her advisory work, she is president of LMC Financial Planning Services LLC and engages in Medicare product referrals through E Health. 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. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting diversified portfolio implementation and reporting.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Citizens Bank and Citizens Securities entities since 2010. Khan also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based businesses and is fully owned by Citizens Bank, N.A.

Robert Rice is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network in Needham, MA. He has worked at Commonwealth Financial Network since 2009, with a brief period at Harvest Wealth Management, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

Matthew Donovan is a financial advisor with Integrated Wealth Concepts LLC in Rockland, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he is involved in tax preparation and accounting services through his ownership of D & D Financial. 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, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach while maintaining flexibility for shorter-term trades.

Marilyn Nakhla is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Needham Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custody through a technology platform supported by Envestnet and Pershing.

Barry Morgan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brandon Avergon is a financial advisor with TLG Advisors, Inc. in Framingham, MA, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at The Leaders Group Inc, Rockefeller Financial LLC, and Brookwood Securities Partners, among others. He is president of several consulting businesses focused on trusts and international insurance. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and a digital program called Starlight Portfolios.

Brian St Croix is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance, and Creative Wealth Solutions & Insurance Services LLC. He is also involved in insurance brokering through his firm Creative Wealth Solutions & Insurance Services LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring solutions to client objectives and Plan Sponsor criteria and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Stevens is a financial advisor at Commonwealth Financial Network with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Core Wealth Advisory, The Vanguard Group, Inc., and Vade Group, Inc. He also has experience outside finance, including teaching at Boston College and Roman Catholic High School. 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 managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

Sheldon Rosenberg is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a CPA and owner at Tankel Rosenberg & Co., P.C. since 1987. 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, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Parker Walsh is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. His prior roles include positions at Sustainable Leaders Investment Management, Arrowside Capital, and LIQUIDSports. He also has a background that includes academic work at the University of Richmond and teaching at Dover Sherborn High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Jason Skolnick is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments and FIRST NATIONAL Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolio management alongside tax services, family office support, and employer financial-wellness tools, integrating in-house research with third-party managers and a wide range of investment strategies.

Harry Margolis is a financial advisor with Commonwealth Financial Network in Wellesley, MA, holding 13 years of industry experience. He has been involved with Margolis and Bloom, LLP since 1987 and Elder Law New Inc. since 2000. Outside of financial advising, he is engaged in insurance sales through 535 Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.

Allison Gaines is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Gaines Deluca CPA LLC, a CPA firm. Her prior work includes four years at Samet & Company PC and four years at Blum Shapiro & Company PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

Yoon Hi King is a financial advisor with Guardian Life and holds a Series 66 designation. She has five years of industry experience, including roles at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she serves as co-trustee of the Andrew D. King Trust. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Rachel Zibrak is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She has previously worked at The Colony Group, LLC, Derby And Company, Inc., Rinet Company, LLC, and New England Private Wealth Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.