Lauren Gouffault is a financial advisor with Commonwealth Financial Network in Medford, MA, holding Series 66 and Series 63 licenses and two years of industry experience. Her work history includes roles at Treadstone Wealth Advisors and Commonwealth Financial Network beginning in 2025, with a prior decade spent as a stay-at-home mother. 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 over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Robert Esdale is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has led Esdale Wealth Advisors since 2006. Outside of advisory services, he is the managing member and sole owner of Claros Financial Services, LLC, an entity involved in processing securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Michael Schiavi is a Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth Financial Network since 2016 and at Wealth Planning Resources LLC since 2018. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

William Berry is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has been involved with Wealth Planning Resources LLC since 2013 and serves as owner and president of William Berry Financial Planning, Inc. 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, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ramon Cervantes is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Fairway Group, LLC. He serves as a board member on the UU First Parish of Chelmsford Board of Investment, reviewing investments managed by an outside adviser. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Whitney Johnson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 65 registrations and 15 years of industry experience. Prior to joining Commonwealth in 2014, Whitney worked at J. W. Cole Advisors, Inc. and Financial Advisers Of America, LLC. In 2026, Whitney began working with LPL Financial. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Bernard Layon is a financial advisor with Empower Advisory Group in Malden, MA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Gwfs Equities Inc/Great West Life & Annuity Insurance Company since 2008 and has been advising at Assets Group, LLC since 2018. Empower Advisory Group provides financial planning and investment management services 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 integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates.

Joshua Snell is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Sherwin Williams. Outside of financial advising, he has worked as a customer service associate for Sherwin Williams. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides a platform that includes operations, trading, technology, investment management, compliance, and practice-management resources.

Thomas Brussard Jr. is a CFP® and CFA® professional with seven years of industry experience. He currently specializes in non-variable insurance and annuities in addition to his advisory role. His prior experience includes positions at Geode Capital Management, Northwestern Mutual, Raymond James, and Boston Harbor Wealth Advisors. He is an advisor with SPC, a firm serving a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. SPC offers tailored, discretionary investment advice through a large advisory network and maintains operational partnerships with broker-dealers and insurance agencies.

Christopher Mitchell is a financial advisor with Commonwealth Financial Network in Medway, MA. He holds the Series 66 designation and has 12 years of industry experience, including 13 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, while offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

William Olson is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at GWFS Equities and Raymond James Financial Services. Outside of his advisory work, he volunteers in a local bowling league, helping establish rules, set teams, and manage events. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Sachetta is a financial advisor with Allworth Financial, L.P. in Lynnfield, MA. He holds CFP® and ChFC® designations as well as a Series 65 license, and has nine years of industry experience. Prior to joining Allworth Financial in 2026, he was a principal at Sachetta & Callahan, LLC for ten years. Outside of his advisory work, he is an author and speaker focusing on leadership and personal development, delivering talks at colleges since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model portfolio strategies and uses technology to manage held-away retirement accounts, with distinctive operations including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan, as well as specialized divisions and affiliated businesses.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Justin Ketola is a financial advisor at Empower Advisory Group with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement since 2021. Outside of his advisory role, he serves as a collegiate ice hockey goaltending coach at Tufts University. 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 select retail 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.

Colin Pierce is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brian Wolff is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Paychex, Brooklyn Boulders, Lyft, CBRE Group Inc, and Barclays Capital Inc. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. 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 supports its advisors with operations, technology, investment management, compliance, and practice-management services, offering a range of discretionary and customized investment solutions.

Brian Brelinsky is a financial advisor with Commonwealth Financial Network in Stoneham, MA. He holds a Series 66 designation and has 24 years of industry experience, including 21 years at Commonwealth Financial. 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, and supports affiliated advisors with operations, trading, technology, and compliance.

Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Isabela Miller is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Her work history includes roles at Axial Financial Group, Fidelity Investments, Wellington Management, and teaching positions at College of the Holy Cross. 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 offering managed-account programs, third-party asset manager access, retirement consulting, and custody services.