Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Raymond Acchione is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Commonwealth since 2003. Outside of his advisory role, he has been involved with Wellesley Recreation since 2000. 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 operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Leah Mc Cormack is a CFP® professional with eight years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC and Northwestern Mutual Investment Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach centered on Modern Portfolio Theory and offers a range of portfolio solutions including low-cost ETFs, index funds, separate account managers, and private funds.

Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside a variety of investment vehicles.

Terri Miller is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services and ACSH Medical Management. Outside of her advisory role, she runs a tax preparation business operating under Terri W. Miller, CPA. 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, retirement consulting, and custody services.

Gregory Gonynor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC, Santander Bank, NA, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a Managed Account program and a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

Elizabeth Mclaughlin is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network. Her prior experience includes roles at Fidelity and Capital Management Partners, LLC. She also engages in fixed insurance sales as part of her business activities. 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 $200 billion in client assets, offering a broad platform of managed-account programs and third-party asset manager access.

Nicholas Silva is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. He has worked with Eagle Strategies since 2014 and previously with NYLIFE Securities and New York Life Insurance Company starting in 2011. Silva serves as a board member for the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

John Piantedosi is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Fidelity in various advisory roles. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a mix of internally managed and third-party strategies with a primarily long-term investment approach.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and five years of industry experience. She has worked at Bankers Life Securities since 2020 and Bankers Life and Casualty since 2018. Outside of advisory work, she serves as a Unit Field Trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities, while being part of the CNO Financial Group family.

Aimee Polley is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Sensible Financial Planning and Management, LLC and Journey Wealth Partners. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kelly Lopez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has been with Commonwealth since 2007. 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 multiple program structures, while functioning primarily as a back-office and platform provider.

Janice Mc Garry is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various strategies, including core-satellite, pure-index, and options-based overlays, and is notable for its airline industry division and management of privately offered income funds.

Brian Donahue is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth in 2009, he has been involved with Donakushi Wireless Inc since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Priscilla Mahabali is a financial advisor at Commonwealth Financial Network with a Series 66 designation. She has been with Commonwealth since 2020 and has prior experience in staffing and salon 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 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, retirement consulting, and custody services.

Amy Scarborough is a financial advisor at TIAA‑CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA‑CREF since 2012. Outside of her advisory role, she is involved in real estate appraisal activities, assisting with home inspections, photography, and report preparation. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management, offering both model and customized portfolios.

Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Kacey Smith is a financial advisor with Commonwealth Financial Network in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Commonwealth Financial Network since 1999. Outside of her advisory role, she is involved in fixed insurance sales through Lexington Financial Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, investment management, and compliance services. The firm offers various portfolio management options, including discretionary model portfolios and personalized indexing, and operates as a platform provider with a substantial clearing and custody relationship with National Financial Services LLC.