Heather Doherty is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Stoneham, MA. She has 19 years of industry experience, including 18 years with Commonwealth Financial Network. 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, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and having 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has had a long career with Alkon & Levine PC. Levine is currently involved with Lga LLP since 2024. 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, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Steven Misdea is a financial advisor with Primerica Advisors in Hull, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2015 and operates Misdea Financial and Insurance Services, an independent business focused on insurance products. Primerica Advisors is part of a large enterprise serving a broad retail client base with brokerage and advisory services, offering various investment programs and financial planning solutions through a combination of proprietary and third-party strategies.

Zachary Reid is a Series 66-licensed financial advisor with Commonwealth Financial Network, where he has worked since 2018. He has two years of industry experience. Prior to joining Commonwealth, he was a student from 2014 to 2018. 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 advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Wayne Richardson is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 17 years of industry experience. He has been with Commonwealth since 2015. 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 operations, trading, technology, investment management, compliance, and practice-management services.

Jennifer Lynch is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2015, with a two-year period at Grandview Partners, and has been associated with PlanWise Financial Group since 2021. Outside of her advisory work, she serves as an authorized signatory for Rising Star Athletics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Jason Wong is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Merrill from 2014 to 2019 and has been with GWFS Equities, Inc. since 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Ryan Clancey is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and Baker Tilly. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, specialized managers, and various investment strategies.

Stephen Kochis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he serves as a firefighter with the Bolton Fire Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction.

Michael Baum is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth in multiple periods since 2008 and was also associated with Weiss, Hale & Zahansky Strategic Wealth Advisors. He is involved in fixed insurance sales as a secondary business activity. 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, wealth management, and retirement plan consulting, operating primarily as a platform and back-office provider.

Charlotte Spiegel is a financial advisor with Hightower Advisors, holding a Series 65 designation and six years of industry experience. Her work history includes roles at Argent Wealth Management, Consolidated Funeral Services, Framingham State Alumni Department, and Lovepop, Inc. Hightower Advisors serves a diverse client base including individual and institutional investors, offering investment advisory and planning services through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides access to various investment vehicles and portfolio management programs.

Fernando Perez is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and was previously with Lincoln Financial Advisors from 2010 to 2016. 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 that incorporate mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Michael Broderick is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Atlantic Planning Group, LLC, Nylife Securities Inc., and New York Life Insurance Company since the mid-1990s. Broderick serves as an associate board member of Catholic Memorial High School and is a board member and director of The Julie Fund, which supports education, financial assistance, and research for women’s cancers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs tailored to client objectives, with most of its assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

David Brodsky is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company for over two decades before joining The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a wide array of investment strategies and affiliated service offerings.

Samantha Wineke is a financial advisor at Guardian Life with Series 63 and Series 66 registrations and three years of industry experience. Her prior experience includes five years at Raymond James & Associates and one year at The Bulfinch Group. She is based in Needham, MA. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a variety of advisory programs.

David Youngwirth is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth Financial Network since 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Richard Burke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at John Hancock Financial and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Lindsay Mae Hartman is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA-CREF since 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, providing both model-based and customized portfolio management under a fiduciary standard.

Fazal Hussain is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding CPA credentials and two years of industry experience. He has prior experience at Lantheus Holdings Inc, CliftonLarsonAllen LLP, and KPMG, and is a partner at his own CPA firm, Fazal Hussain CPA PC. 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, using customized portfolios with a long-term investment approach.

Nancy Zhai is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to her financial advisory role, she held positions at Brandeis University International Business School and Brandeis University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans administered by TIAA. The firm offers a range of advisory services including customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.