Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.

Joshua Trubow is a CFP® professional with nine years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning and Management, LLC for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Felix Cincotta is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Integrated Wealth Concepts since 2016, following a 12-year tenure at Lincoln Financial Advisors Corp and ongoing CPA work since 1990. He is also a licensed notary and operates a CPA affiliate program. 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 family office services, employing a long-term investment approach combined with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Joanna Antonopoulos is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has worked at Eagle Strategies and affiliated entities since 2004, including a role at Atlantic Planning Group since 2019. Antonopoulos serves as a board member of Networking Group USA, a non-investment-related organization. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Hillary Price is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the ChFC® designation and the Series 63 license, with 27 years of industry experience. Price has held roles at Mahoney Financial Organization, Koritz Wealth Strategies, and Eagle Strategies, and she serves as a trustee and volunteer fundraiser for Hebrew Senior Life. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Mark Carley is a financial advisor with Hightower Advisors in Lexington, MA, holding a Series 65 designation and 27 years of industry experience. He previously worked at Lexington Wealth Management from 2012 to 2019 before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party investment managers across a range of strategies and asset types.

Jeffrey Bloom is an advisor at Commonwealth Financial Network with over 28 years of industry experience, including a long tenure at Margolis Bloom & D'Agostino since 1998. He joined Commonwealth Financial Network in 2025. 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 offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Samuel Quoos is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, including his current role starting in 2025. 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 provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lisa Cremonini is a CFP® professional with 26 years of experience in the financial industry. She has been affiliated with Commonwealth Financial Network since 2004 and with Capitol Financial Advisors since 2010. In addition to her advisory work, she serves as president of LMC Financial Planning Services LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction and offering proprietary model portfolios and customized investment solutions.

Michael Davies is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and providing advisory services for 10 years. He has been with Commonwealth Financial Network since 2015. 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 discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a comprehensive back-office platform that includes trading, reporting, and custody services.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Citizens Bank and Citizens Securities entities since 2010. Khan also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based businesses and is fully owned by Citizens Bank, N.A.

Robert Rice is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network in Needham, MA. He has worked at Commonwealth Financial Network since 2009, with a brief period at Harvest Wealth Management, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

Gretchen Barress is a financial advisor at Principal Financial Services with over 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1994. She volunteers internally to lead a wellness pilot program at Principal, partnering with The Physician's Committee for Responsible Medicine and participating in related educational events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with advisory and promoter arrangements supporting client investment management and ongoing reviews.

Andrew Koutroukas is a financial advisor at Hightower Advisors in Waltham, MA, holding a Series 65 credential with two years of industry experience. He previously worked at Bentley Investment Group and spent four years at Bentley University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments.

Marilyn Nakhla is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior roles include positions at J.P. Morgan Securities and Needham Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Barry Morgan is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GW & Wade, LLC and GW & Wade Asset Management Co., LLC before joining The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, specialized funds, and legacy programs from merged firms.

Brandon Avergon is a financial advisor with TLG Advisors, Inc. in Framingham, MA, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at The Leaders Group Inc, Rockefeller Financial LLC, and Brookwood Securities Partners, among others. He is president of several consulting businesses focused on trusts and international insurance. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and a digital program called Starlight Portfolios.