John Hagberg is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2000. 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, investment management, compliance, and practice-management resources.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the Series 63 and Series 65 licenses and has 14 years of industry experience. Her career includes roles at Eagle Strategies since 2019 and Next Generation Wealth, LLC since 2016. Outside of advisory work, she is involved in several real estate ventures as an owner and partner. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, focusing primarily on non-discretionary assets and fiduciary responsibilities, particularly in retirement plan consulting.

Peter Cardoza is a financial advisor with Commonwealth Financial Network and CSR Financial Services, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Commonwealth since 1999 and CSR Financial Services since 2000. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering managed model portfolios and customized investment solutions.

Michael Canfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He also engages in fixed insurance sales during a portion of his business hours. 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 comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Her career includes roles at Fairway Group LLC, Capital Edge Insurance & Financial Services, and New York Life Insurance Company. In addition to her advisory work, she is appointed as an insurance broker for non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Ryan Leahy is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Waltham, MA. He has been with Beacon Pointe Advisors since 2023 and has prior experience at Fidelity Investments, CT Wealth Management, Providence College, Choate Rosemary Hall, and Xavier High School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a proprietary “Focus List” of independent managers and employs both active and passive asset allocation strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Zelen is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 66 licenses, and has 13 years of industry experience. His prior roles include positions at Citizens Securities Inc. and Wells Fargo Advisors. He volunteers monthly with the Boston Food Bank and Cradles to Crayons, assisting in packaging supplies for those in need. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers and a range of portfolio options including TD Managed, Guided, and Premier Guided Portfolios.

Yang Cai is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Linden Wealth Inc, Trawick International, and International Medical Group, Inc. Outside of advising, he serves as president of Linden Wealth Inc and is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, trusts, pension plans, and corporations by offering advisory and broker-dealer services, including fee-based wrap programs and access to third-party money managers. The firm operates both as a registered investment adviser and broker-dealer, providing a range of discretionary and non-discretionary investment programs.

Cody Ward is a financial advisor at Capital Analysts with 11 years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, Inc. He holds Series 63 and Series 65 designations. Ward serves as a director for the Walpole Chamber of Commerce, where he participates in discussions on programming and initiatives that support local businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary models and third-party managers, emphasizing fiduciary responsibility and customized advisory solutions.

Michael Schiavi is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and eight years of industry experience. He has worked at Wealth Planning Resources LLC since 2018 and has been affiliated with Commonwealth Financial Network since 2016. Outside of advisory services, Schiavi spends a portion of his business hours on fixed insurance sales. 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 that includes managed-account programs, third-party asset manager access, and custody and clearing services.

Stephen Tankel is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has also been the owner of the CPA firm Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, 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 constructed with mutual funds, ETFs, individual equities, and fixed income.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

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.

Whitney Johnson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with Commonwealth since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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.

Richard Kahn is a financial advisor with Hightower Advisors holding a Series 65 license and 25 years of industry experience. Before joining Hightower in 2020, he worked at Argent Wealth Management, Inc. and LLC from 1999 to 2020. Outside of financial advising, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

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.