Carlos Canto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He previously worked at National Regulatory Services - Blue Sky Regulatory Services for six years. Outside of his advisory role, he works as a Lyft driver in Woburn, MA. 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 and customized investment solutions.

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.

Ian Stephens is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at John Hancock, Edward Jones, Natixis Global Associates, and E*Trade. Outside of his advisory work, he is a partner in a run coaching and marathon training business called RUNdays. 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 offers a wide range of investment programs and platforms, including internally managed model portfolios and third-party asset managers, along with retirement consulting and custody services.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. 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 customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Nathan O'Loughlin is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2013. Nathan is also the owner of O'Loughlin Wealth Management, Inc., an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios from a wide selection of securities and insurance products.

Amy Kitson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2011 and LPL Financial LLC since 2026. 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 individual and institutional clients. The firm manages about $212.7 billion in client assets and offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Stephen Ahern is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2026. His prior experience includes roles at Sachetta, LLC and Wealth Management Advisors, LLC, as well as Sullivan Bille, PC. Allworth Financial serves a diverse client base—including individual and high-net-worth investors, pension plans, trusts, and charitable organizations—offering financial planning, portfolio management, and retirement consulting. The firm utilizes a combination of quantitative and qualitative analysis to create customized investment strategies across various asset classes and manages both proprietary funds and education initiatives.

Robert Swanke is a CFA® charterholder with 14 years of experience at Commonwealth Financial Network, where he has worked since 2012. He is based in Waltham, MA. 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 investment management, technology, compliance, and practice-management services.

Alexandria Nadworny is a CFP® professional with 16 years of industry experience, currently serving with Sequoia Financial Group, L.L.C. She has held roles at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Nadworny volunteers as Chairperson of the Department of Developmental Services State Advisory Council, serving the disability community. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment types, supported by an Investment Policy Committee and regular research and due diligence.

Joseph Stronach is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previously worked at Curry College as well as in various roles outside the financial industry, including positions at Lamberts Rainbow Market and Green Harbor Lobster Pound. 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 support services, including wealth management and retirement plan consulting, while providing operations, compliance, and investment management resources to affiliated advisors.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2002 and previously worked at Ritchie Financial, LLC from 2007 to 2017. Fauteux is also the owner of The Real Team Awesome, LLC, which facilitates the payment of shared expenses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, including financial plans, fee-based advice, and retirement plan consulting, with a majority of assets managed on a non-discretionary basis.

Jonah Lemieux is a financial advisor at Edward Jones in Woburn, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at UPS, UKG, ClearCompany, and Insurance Consultants of VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2023. Outside of his advisory role, he serves as a trustee associate board member at St. John's Prep. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, including scenario modeling, and provides services in an advisory capacity without individual security recommendations as part of standalone programs.

Joseph Lucien is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Connecticut College, AP Event Pro, and Haggerty Electrical Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, various insurance carriers, and other business activities including Boston Casting and work with the Malden Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individual and institutional clients. The firm offers a wide range of financial planning and investment management solutions supported by a large network of investment adviser representatives.