Michelle Cote is a financial advisor with Commonwealth Financial Network in Whitinsville, MA. She holds a Series 66 designation and has been with Commonwealth since 2026. Her background includes diverse roles outside finance, such as working at Den Brae Golf Course and Muffin House Cafe, as well as involvement with several community organizations and local schools. 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 roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party managers, and custodial services, enabling advisors to implement portfolios tailored to client goals and risk tolerance.

Maria Giampietro is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network in Marlborough, MA. Her prior experience includes roles at Tinsley Financial Group, James N. Ball & Company, and Thrivent Financial. 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 adviser-support platform including managed account programs, third-party asset managers, retirement consulting, and custody services.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Davin Sweeney is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial. Prior to his advisory career, he attended St. Lawrence University. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and First Republic Bank for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and over 22 years of industry experience. She has worked with New York Life and its affiliated entities since 2003 and operates JW Insurance & Financial Services, brokering group benefits and fixed insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with most assets managed on a non-discretionary basis.

Alan Hadad Jr. is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Legacy Insurance Brokers, Bank of America, Merrill, and Edward Jones. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing a combination of discretionary and non-discretionary client account management.

Cody Twombley is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Integrated Wealth Concepts and LPL Financial LLC, as well as positions at Babson College and the University System of New Hampshire. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, utilizing customized portfolios and a primarily long-term investment approach.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

Thuy Berman is a Series 66-registered financial advisor with Commonwealth Financial Network in Waltham, MA, where she has worked since 2003, totaling 23 years with the firm and 16 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Leona Barber is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at MML Investors Services and Fidelity Brokerage Services LLC. 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 variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, and compliance support to affiliated advisors.

Michel Scheinmann is a ChFC® credentialed advisor with over 23 years of industry experience. He has been with Primerica Advisors since 2016 and also maintains a role with Guardian Life. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, with a variety of proprietary and third-party investment programs.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various restaurants and lounges, including The George and Layali Restaurant & Lounge. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.

James Da Silva is a Series 63-licensed financial advisor with 21 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent 14 years at GW & Wade LLC and 13 years at GW & Wade Asset Management Company. His background includes roles at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

William Pherson is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. 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 support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for affiliated advisors.

Audrey Baker is a CFP® professional with three years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC and Bickling Financial Services. Audrey's background includes roles outside the financial sector, such as positions at Marriott International and Plato's Closet. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Nune Khachatiran is a CPA and financial advisor with Integrated Wealth Concepts LLC, bringing 14 years of experience through her ongoing role as president of her own CPA firm since 2012. She joined Integrated Wealth Concepts in 2024. In addition to her advisory work, she leads a separate accounting practice. Integrated Wealth Concepts serves a range of clients including 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, managing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a combination of internal management and third-party sub-advisers.