Joan Theroux is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Commonwealth Financial Network since 2017. She previously worked at Next Financial Group, Inc. and has been involved with Great Dog Rescue of New England since 2010. 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 back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Thomas Hanley is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. Outside of his advisory work, he owns a resort property rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Martin Michaud is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at multiple firms including New York Life Insurance Co., Citizens Securities, Inc., and currently operates Michaud Wealth Strategies, LLC. Outside of his advisory role, Michaud serves as the President of the BNI Genesis Chapter and is an ordained minister through the Universal Life Church. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulatory standards.

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.

Jennifer Shepley is a CFP® professional with 26 years of experience in the financial services industry. She is currently with Primerica Advisors and has previously worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she volunteers as an English teacher for immigrants in New Bedford, Massachusetts. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 registrations and has one year of industry experience. Prior to joining Eagle Strategies, Lisle worked at M&T Bank for five years and has experience in other roles including community college employment and small business operations. Outside of his advisory role, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual and institutional investors, 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.

Benjamin Halpern is a CFP® professional with 24 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at GWFS Equities, INC, Mass Mutual, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Sangita Rousseau is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including roles at Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company. Outside of her advisory work, Rousseau serves on the board of directors for the Bulfinch Group Charitable Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with a mix of discretionary and non-discretionary account management options.

Robert Shoff is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial services career, he owns a property rented through Airbnb. Eagle Strategies serves a diverse clientele, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis, and works with both individual and institutional clients.

Donald Cohen is a financial advisor with Commonwealth Financial Network, holding 14 years of industry experience. He has been associated with Abrams Little-Gill Loberfeld PC since 1987. 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 advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Brian De Acetis is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the CFP® certification and the Series 66 license. His prior roles include three years at Lincoln Financial Advisors and a variety of positions outside financial services, including work at United Parcel Service and Jacobs Tree Service. 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 hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Mary Stockton is a CFP® and ChFC® with 28 years of experience in the financial services industry. She is currently with Eagle Strategies (NY Life) and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Stockton also owns Stockton Financial and Insurance Services, through which she conducts business outside of her advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party sub-managers.

Thomas Harmon is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. He has 36 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and the Bulfinch Group. He serves on the Board of Directors for The Bulfinch Group Charitable Foundation, which focuses on fundraising and grantmaking activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Michael Burke is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc and Principal Life Insurance Company since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kenzie Ferris is a Certified Financial Planner® at Savant Wealth Management with nine years of industry experience. She previously worked for Heritage Financial Services for sixteen years before joining Savant in 2026. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates supported by affiliated accounting, legal, and trust service entities.

Jeffrey Varsa is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding a Series 66 designation and 25 years of industry experience. He has operated The VARSA Group, LLC since 2010 and has been affiliated with New York Life and Nylife Securities LLC since 2003. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Sara Letourneau is a Series 66 licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Needham, MA. Her prior work includes roles at Guardian Life Insurance, Park Avenue Securities, and The Bulfinch Group. Primerica Advisors serves a broad retail client base with both transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and multiple proprietary and third-party investment programs.

David Wilson is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. He has been with Eagle Strategies since 2015 and has prior experience with New York Life Insurance Company and NYLife Securities LLC. Outside of his advisory role, he is a volunteer member of the finance committee at Saint Kathryn’s Parish and operates a retail clothing and accessories business on Etsy. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring solutions to client objectives, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.