Peter Salkins is a CFP® with 25 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. His prior experience includes roles at Osaic FA, Inc., Osaic FS, Inc., and 1717 Capital Management Company. 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, employing customized portfolios with a primarily long-term investment approach.

Austin Flajnik is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Commonwealth, he worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Outside of financial services, he has experience in web design through Coleman Web Design Agency. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, and custody and clearing services.

Peter Tziachris is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Inc., American Tower Corporation, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Eppich is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and Atlantic Planning Group LLC, where he provides financial planning and personal financial solutions. Eppich is also involved in brokering non-registered insurance products through Ash Brokerage. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement investing.

John Ohearn is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth since 2011. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. Before joining Savant, he worked at Heritage Financial Services and held various roles in public and charter schools. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

David Kline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has worked at Integrated Wealth Concepts LLC and LPL Financial since 2016. Kline holds Series 63 and Series 65 licenses. 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 consulting services, utilizing customized portfolios with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Cameron Loomis is a financial advisor at TIAA-CREF based in Cambridge, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at the Hutkins Family and European Wax Center. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to a donor-advised fund while utilizing affiliated investment options.

James Moore is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His background includes roles at Dynamic Skating and Michigan State University prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard on its RIA services and manages portfolios through model and customized strategies within a vertically integrated structure.

Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Ngan Wedemeier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at Empower Financial Services since 2022 and previously held roles at Citizens Securities and Ameriprise Financial Services. Wedemeier was also involved with the Walton School PTO from 2010 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Connors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Commonwealth Equity Services since 1998. 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 discretionary model portfolios and personalized indexing, while providing operations, trading, technology, compliance, and practice-management support to its affiliated advisors.

Daniel Moraes is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and possessing 15 years of industry experience. His prior experience includes six years with Exit Strategies Group, LLC. Moraes is also involved in insurance brokering through various outside carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services with an emphasis on tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at M&T Bank and New York Life Insurance Company. Outside of financial advising, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Heather Crews is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and previously worked for CLERAC, LLC DBA Enterprise Rent-A-Car for 19 years. 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, compliance, and practice management.

Joseph O'Loughlin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 designations. He has 40 years of industry experience, including prior roles at LPL Financial, Wells Fargo Clearing Service, Oppenheimer, Credit Suisse Securities, and Merrill. 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 customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

Eric Kellar is a financial advisor at Valic Financial Advisors with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Valic in 2026, he worked at firms including AllSourcePPS, Inc., NORC at the University of Chicago, and Integrated Resources, Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using a technology-driven platform, supported by a large network of advisors.

Elizabeth Erickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016, as well as prior positions at Cuna Brokerage Services, Inc. and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with various advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm employs proprietary tools from Morningstar Investment Management and provides both managed portfolios and non-discretionary recommendations to a large client base.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.