Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. 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 discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Megan Berkowitz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Her career includes roles at Commonwealth Financial Network and James N Ball & Company. Outside of advising, she is involved as a scale house operator for Tom Berkowitz Trucking. 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 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, and custody services, working with clients to implement portfolios through both internally managed models and external platforms.

Joshua Benet is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and is a 50% owner and manager of Harvest Wealth Management, where he has been active since 2009. His work history includes two separate tenures at Commonwealth Financial Network totaling 16 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including investment management, compliance, and practice management. The firm offers access to diverse investment products and discretionary model portfolios, positioning itself as a platform and operations provider for affiliated advisors.

Matthew Ryan is a CFP® with 30 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes almost two decades at G.W. & Wade, Llc and G.W. & Wade Asset Management Company, Inc., along with roles at Uvest Financial Services Group, Inc. and Ryan Advisors, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management, advisory, and planning services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework that emphasizes tax- and fee-sensitive portfolio construction.

Daniel Tinsley is a financial advisor with Commonwealth Financial Network in Marlborough, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Commonwealth since 2016. Outside of advising, he serves as a corporator and ambassador for Bay State Savings Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Lindsy Owens is a CFP® professional with two years of industry experience. She is currently affiliated with Harvest Wealth Management, LLC and Commonwealth Financial Network, having previously worked for ThomasPartners, Inc. for ten years. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Myles Davis is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Eagle Strategies, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as an assistant coach for the Roxbury Latin Varsity Basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored solutions and offers a range of advisory programs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jackson Martin is a financial advisor at Ameritas Advisory Services, LLC with Series 66 credentials and one year of industry experience. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies Inc., and a variety of positions outside the financial industry, including employment with Red Bull and multiple educational institutions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory across various program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Dillon Driscoll is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Financial Planning Solutions, LLC and Manganaro Building LLC, as well as work in education and local government. 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 selection process using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Samuel Bohmiller is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and AXA Advisors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Peter Leddy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004 and has been associated with the Bulfinch Group since 2002. His other business activities include offering insurance products outside of Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of consulting and financial planning services supported by proprietary programs and third-party solutions.

Jonathan Morrill is a financial advisor with Eagle Strategies, affiliated with NY Life, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Proctor & Gamble and Trindent Consulting. Outside of finance, he owns Pi Design Boston, a small business providing custom embroidery services. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

William O Malley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to his current role, he worked for the Department of Defense and has been operating Patriot Tax Service, a CPA and tax preparation business, since 2003. He also provides power of attorney services for family members. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and integrated lending options.

Cary Geller is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent 14 years at Mintz Levin Financial Advisors LLC. He is based in Wellesley, MA and is affiliated with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Austin Litvak is a CFP® and CFA® with eight years of industry experience. He is currently with Mercer Global Advisors and previously spent six years at O’Brien Wealth Partners LLC, along with prior roles at Boston Advisors, LLC and Fidelity Investments. O’Brien Wealth Partners LLC provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm’s investment approach emphasizes capital preservation and attractive returns through diversified asset allocation, using mutual funds, ETFs, and occasionally interval funds, emerging markets, and ESG-focused investments.

Benjamin Mander is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Beacon Pointe, he held various roles at Boston College, Becket-Chimney Corners YMCA, and Grace Church School. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Cardoza is a CFP® professional with over 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 1999 and was previously with CSR Financial Services, LLC for 20 years, where he served as president and co-owner. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a broad platform of managed-account programs, third-party asset manager access, and back-office services to individual and institutional clients.

Nathan Sullivan is a financial advisor at Guardian Life and affiliated with Park Avenue Securities. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Eden Advisory Services. Outside of finance, Nathan has experience working with Thundercat Sports Camps and Littleton Parks and Recreation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Michael Canfield is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He spends a small portion of his time engaged in fixed insurance sales. 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 adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.