Daniel Cotton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Pinnacle Private Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Joanna Thompson is a Series 66 licensed financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory work, she engages in clothing resale through online platforms such as ThredUp and Poshmark. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and advisory programs.

Brandon Intrater is a financial advisor at Corient in Boston, MA, holding a Series 65 designation and with 17 years of industry experience. He previously worked at Vivaldi Capital Management for nine years and Long Term Solutions, LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Kamryn Person is a financial advisor at Schwab Wealth Advisory, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held roles at Citizens Bank, Citizens Securities, and Charles Schwab & Co., Inc. Outside of finance, Kamryn is self-employed as a singer and band leader, performing with the concert venue Off The Rails since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

John Bevilacqua is a financial advisor with Commonwealth Financial Network based in Lynnfield, MA. He holds the ChFC® designation and Series 63 license, with 52 years of industry experience. His prior work includes 10 years at Capital Management Partners, LLC. He serves as a trustee on real estate trusts outside of his branch and is president and owner of Bfa Inc., a private entity connected to his investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers managed-account programs, third-party asset manager access, retirement consulting, and custody services, providing both internally managed and outsourced portfolio options.

Joseph Buckley is a CFP® with 26 years of industry experience, currently serving at OSAIC Institutions, Inc. He has held positions at Brookline Bank, Infinex Investments, LPL Financial, and People's United Advisors, with a significant tenure at People's Securities, Inc. His career spans both advisory and financial services roles. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing third-party promoters and subadvisory relationships.

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with access to diversified investment vehicles.

David Dorgan is a financial advisor with Commonwealth Financial Network, holding nine years of industry experience. He has a background in healthcare, currently working at Partners Healthcare / Mass General Hospital 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Stephen Belsanti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, MSI Financial Services, Mariner, and New England Securities. He is also co-owner of Trident Benefit Solutions, LLC, an employee group benefits consulting firm. 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 over $212 billion in client assets. The firm provides a broad platform of investment management options, retirement and plan consulting, and custody services.

Christopher Wakeman is a financial advisor with Commonwealth Financial Network and Lignum Wealth Management, holding a Series 66 credential and 22 years of industry experience. He has been with both firms since 2013. Outside of his advisory work, he serves as a member of the Boxford Town Finance Committee, where he participates in reviewing and approving the town budget. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Patrick Mcguiness is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 12 years of industry experience. His career includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, Bank of America, Merrill, and Edward Jones. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party managers, providing ongoing portfolio management and financial planning support.

Connor Townsend is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Third3rd Financial Partners LLC, Blueprint Financial Partners, LLC, and Fairway Group LLC, alongside his ongoing roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Townsend also operates Blueprint Financial Partners, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kawtar Slaoui is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016, serving in various roles within the organization. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Duke Duncan is a Series 65 licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at Standish Management from 2015 to 2017 before joining The Colony Group, LLC in 2017, where he spent nine years. 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’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis.

John Olson is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Andover, MA, bringing 50 years of industry experience. He has been with Commonwealth and Olson Financial Group since 1994. Outside of his advisory role, Olson has been involved in fixed insurance sales since 1982. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, while offering multiple program structures including discretionary model portfolios and personalized indexing options.

Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at OSAIC, Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. She also serves as an employee at The Kaleel Company, Inc., assisting with insurance clients and client service. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary models and algorithmic rebalancing across a range of securities while incorporating AI tools alongside advisor judgment.

Michael Merrigan is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Focus Partners Wealth, The Colony Group, GW & Wade LLC, and KPMG in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory services.

Sadie Holdridge is a CFP® and Series 66-licensed advisor at Corient with 16 years of industry experience. She previously spent 10 years with Breeds Hill Capital before joining Corient in 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Jamie Degiso is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at various firms including Santander Securities, LLC, Santander Bank, NA, Cetera Advisors LLC, and Investors Capital Corporation. His current role began in 2025 at TD Bank N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm constructs portfolios using a blend of strategic and tactical asset allocation with both affiliated and third-party investment sub-managers.

Michael Ross is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He has been with Hornor, Townsend & Kent and Cornerstone Financial Group/Penn Mutual since 1993. Ross is licensed with the Series 63 and Series 65 designations and is a co-owner of Cornerstone Financial Group, where he is involved in life, health, disability, and long-term care insurance sales. He also serves as a trustee for family members' trusts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisors. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.