Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Zelen is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 66 licenses, and has 13 years of industry experience. His prior roles include positions at Citizens Securities Inc. and Wells Fargo Advisors. He volunteers monthly with the Boston Food Bank and Cradles to Crayons, assisting in packaging supplies for those in need. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers and a range of portfolio options including TD Managed, Guided, and Premier Guided Portfolios.

Cody Ward is a financial advisor at Capital Analysts with 11 years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, Inc. He holds Series 63 and Series 65 designations. Ward serves as a director for the Walpole Chamber of Commerce, where he participates in discussions on programming and initiatives that support local businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary models and third-party managers, emphasizing fiduciary responsibility and customized advisory solutions.

Mahesh Palriwala is a financial advisor at Eagle Strategies (NY Life) with over 32 years of experience. He holds Series 63 and Series 65 licenses and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1993. Palriwala is involved as a board member with Saheli Boston, an organization supporting South Asian survivors of domestic violence. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers customized solutions across various program types and serves clients with a predominantly non-discretionary asset management approach.

David Mercadante is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Santander Bank. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Stephen Tankel is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has also been the owner of the CPA firm Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios constructed with mutual funds, ETFs, individual equities, and fixed income.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Luis Raposo is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2025, following a 16-year tenure at Shorepoint Capital Partners. Outside of his advisory role, Raposo is managing partner of a local café business with two coffee and sandwich shops. Allworth Financial is an SEC-registered fee-based adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions across a range of strategies, including model allocations and specialized ETFs, and manages privately offered funds alongside advisory and retirement plan consulting services.

Arik Schechet is a CFP® with 16 years of industry experience, currently serving at Savant Wealth Management since 2025. His prior roles include positions at Foreside Fund Services, LLC and Wellesley Investment Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated legal, accounting, and trust service affiliates.

Caroline Knights is a CFP®-certified financial advisor with four years of industry experience. She is currently affiliated with Commonwealth Financial Network and Boston Wealth Strategies, having held roles at both firms since 2020. Prior to her financial career, she worked in education and participated in a Fulbright program. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

James Viceconte is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FolioBeyond, Versatile Capital Management, and Alliance Bernstein. He serves as a volunteer investment committee member for Apostles of the Sacred Heart. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus that includes a digital advisory program and a managed account program.

Vincent Saccone Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes multiple tenures at Primerica Advisors, Guardian Life Insurance Company, and Park Avenue Securities. He occasionally sells insurance products outside of Guardian when appropriate for clients. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and employs a large network of investment adviser representatives.

Geoffrey Skowronek is a CFP® and ChFC® with seven years of industry experience. He currently works at CWM, LLC and Boston Retirement Group, having previously been employed at Commonwealth Financial Network, AXA Advisors, LLC, and Kforce. 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 offers portfolio management, financial planning, sub-advisory, and retirement plan services, employing a discretionary investment approach that incorporates model portfolios, multiple analytical methods, and third-party sub-advisors.

Zvi Shtifter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked with Park Avenue Securities since 2003 and Guardian Life Insurance Co since 2002, and he is also involved with R.Z. Partnership, a business he has been part of since 1998. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Patricia Garner is a CFP® and holds a Series 66 license with 19 years of industry experience. She is currently with CWM, LLC and previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council, a nonprofit organization that collaborates with the community to create opportunities. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors serving individuals, families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan services through discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. 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 back-office support, including operations, trading, technology, investment management, and compliance services.

Jennifer Tivnan is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2021. Prior to that, she was affiliated with James N. Ball & Company beginning in 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Shtifter is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC 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, employing a range of proprietary and third-party investment strategies across various account types.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.