Dustin Cidorowich is a financial advisor at Commonwealth Financial Network with one year of industry experience. He has previously worked at Core Wealth Advisory and R.W. Roge & Company, Inc., and spent fourteen years at Electric Insurance Company. He holds Series 63 and Series 65 licenses. 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 about $212.7 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 Costello is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and previously worked at Pediatrics West P.C. for five years before joining Commonwealth. 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 around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Shane Coen is a financial advisor at Guardian Life with Series 66 credentials and one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and O'Brien Wealth Partners, among others. He has also been involved with Northeastern University and The Kittansett Club. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Laurie Ingwersen is a CFP® with 26 years of industry experience. She is currently affiliated with Allworth Financial, L.P. and AW Securities since 2023. Prior to that, she worked at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC from 2016 to 2023. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, indexed, and options-based overlays, and utilizes third-party sub-advisers and technology solutions to manage diverse client assets.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. Focus Partners 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 that combines active and passive strategies within an enhanced open architecture framework.

Robert Bodio Jr. is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company, Inc. from 1996 to 2024 before joining The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Driscoll is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services, LLC and John Hancock Investment Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities and affiliated entities offering accounting, legal, and trust services.

Carlos Nano Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses, with two years of industry experience. His prior work includes roles at Atlantis Auto City and 99 Moody LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Peter Caplan is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network in Foxboro, MA. He has been with Commonwealth Equity Services, Inc. since 1999. Caplan is the managing member of Caplan Asset Management, LLC, an entity involved in securities and insurance business activities. 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 support services, including discretionary model portfolios and personalized investment options, while acting as a platform and operations provider for affiliated advisors.

David Sawan is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial for 16 years before joining Kestra Advisory and Kestra Investment Services in 2026. Outside of his advisory role, he is involved with PCF, Paper Courier, a non-investment related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Kenneth Garon is a CFP® with 19 years of industry experience, currently advising clients at Commonwealth Financial Network since 2023. He previously worked at Securities America Advisors and Investacorp Advisory Services. He is also the owner of Garon Financial, where he provides tax preparation services. 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 around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed account programs, access to third-party asset managers, and custody services.

Crystal Turner is a CFA® charterholder and Series 63 licensee with three years of industry experience. She has worked with Eagle Strategies (NY Life) since 2023 and has prior experience at Nylife Securities LLC, New York Life Insurance Company, Legacy Enterprises, and Loomis Sayles. Outside of her advisory role, she is an independent contractor with Volo Boston, a coed adult social sports league. 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 types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Sheri Hendricks is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. She holds Series 63 and Series 66 registrations and has 10 years of industry experience. Her career includes roles at firms such as MassMutual Life Insurance Company, LPL Financial LLC, and Prudential Insurance Company of America. Hendricks operates West of Center Financial, LLC, a business that offers 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 emphasizes tailored recommendations and delivers most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Thompson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Boston Wealth Strategies, Sullivan Kreiss Financial, Excalibur Management, and Arciterra Companies. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers advisors discretion over client portfolios and manages discretionary model portfolios through its Investment Management and Research team.

Sammy Azzouz is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, Inc. for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Christopher Lund is a CFP® with 34 years of industry experience, currently affiliated with CWM, LLC and Lund Wealth Management. His career includes roles at firms such as Cetera Wealth Services, Lincoln Investment, and Capital Analysts Inc. In addition to his advisory work, Lund is active as a public speaker and serves as treasurer of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Kerri Sullivan Kreiss is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including 20 years running her own firm, Sullivankreiss Financial, Inc., and currently co-owns Altara Wealth Inc., a private entity supporting securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Scott Brockman is a financial advisor at Farther with four years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Farther, he worked at MDRN Capital LLC and spent nine years at Zacks Investment Research. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes algorithmic rebalancing, AI tools, and a mix of ETFs, mutual funds, equities, and fixed income.

Joanna Long is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Vantage Point Financial, LLC and Professional Staffing Group. 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.

Elizabeth Mara is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she spent eight years at Harvest Wealth Management. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform offering managed-account programs, access to third-party asset managers, and custody services.