Dmitry Frenklakh is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2018 and at River Financial Group, LLC from 2019 to 2026. He is also engaged in insurance brokering for non-registered insurance products through outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Rajiv Dayal is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has a longstanding affiliation with Cohen Cohen & Co., a CPA firm, where he serves as president and shareholder. 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 consulting services, employing a long-term investment approach supplemented by shorter-term trading for rebalancing and cash needs.

Cheryl Vozzella is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Morgan Stanley and Bank of America, N.A. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, utilizing both model and customized portfolios.

Jeremy Krol is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 22 years of industry experience and worked at Commonwealth Financial Network from 2016 to 2019 and again from 2019 to present, transitioning to LPL Financial in 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 clients, managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at several firms, including DMI and Symetra Securities, before joining Commonwealth in 2022. Outside of his advisory role, Lang is involved in the resale of Patriots season tickets. 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, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jack Heintzelman is a financial advisor with Commonwealth Financial Network based in Needham, MA. He holds the CFP® designation and has eight years of industry experience. His prior work includes roles at Boston Wealth Strategies, Mass Mutual, and UBS Financial. He is a board member and co-owner of Liberty Cedar, Inc., a retail lumber company. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Skelly is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His work history includes roles at Eagle Strategies, Blue Line Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its extensive network of affiliated advisers. The firm offers a variety of advisory programs emphasizing tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Leon Martin Jr. is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life Insurance Co. since 2002 and has served as an investment adviser representative at Atlantic Planning Group since 2017. Martin also operates under the name Atlantic Planning Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Timothy Libby is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He operates Real Financial Strategies & Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and works extensively with both retail and institutional investors within the integrated New York Life affiliate structure.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Thomas Licciardello is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent over 30 years at Compass Securities Corporation. Licciardello has operated Licciardello Financial Services since 1998 as a principal. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm provides customized financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Anneka Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her career includes roles at LPL Financial LLC, CUSO Financial Services, LP, MassMutual, and Copa Vida. 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 provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Michael Difiore is a financial advisor with Guardian Life, holding a Series 66 designation and five years of industry experience. He has worked with Guardian Life since 2018, with a brief period at Park Avenue Securities in 2019-2020. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management and model-based strategies with access to insurance products and alternative investments.

Weicheng Feng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Transamerica, Feng worked at Information Resources, Inc. from 2021 to 2024 and has had a longstanding association with World Financial Group, Inc. since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, serving clients through both discretionary and non-discretionary programs.

Lauryn Doyle is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2014. Outside of her advisory role, she works as an independent consultant for Rodan + Fields. 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 operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Daniel Simidian is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2011. Based in Boston, MA, he has worked exclusively for Citigroup during the past 15 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ashley Plante is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial, The Patriot Financial Group, Securities America, and Merrill. Prior to her financial services career, she worked in the restaurant and communications sectors and attended Rhode Island College. 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, and family office services, using a long-term investment approach combined with customized portfolios and model-based options.