Flynn Mcdonnell is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2018, previously spending two years at FTI Consulting. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kimberly Mckown is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a ChFC® designation and Series 63 license. She has 39 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. Mckown also owns McKown Insurance and Financial Services and serves on the board of the European Mission Society, which supports church planting and expansion in New England, the Mid-Atlantic, and Europe. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Chad Di Lisio is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial and Merrill. Outside of advisory work, he provides administrative support to Integrated Wealth Concepts, an independent investment advisor firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors under various firm d/b/a names. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Andrew Karelis is a financial advisor with Commonwealth Financial Network in Newton, MA, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Commonwealth since 2006 and has held roles at KSP Financial Consultants, Core Wealth Advisory, and KSP Advisors, LLC. Karelis is also a partner and co-owner of a real estate holding company. 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 including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Charlie Kantor is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he held various roles in education and tutoring, including positions at the University of Vermont and YMCA Camp Chingachgook. 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, compliance, and practice-management support to affiliated advisors.

Howard Gerrin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Integrated Wealth Concepts and affiliated LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a primarily long-term approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

Cynthia Packard is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2015, also maintaining a role at Tilton Wealth Management since 2011. Outside of her advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Sean Roche is a Series 66-licensed financial advisor with Commonwealth Financial Network in Waltham, MA, where he has worked for 13 years. He has a total of nine years of industry experience. 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 a broad client base. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Lianne Castelli is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. She holds a Series 66 designation and has eight years of industry experience. In addition to her advisory work, she also provides pet and house sitting services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, using a combination of internal management and third-party asset managers with a focus on customized portfolios and a typically long-term investment approach.

Amy Cinelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Commonwealth since 2013. 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 hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a range of managed-account programs, third-party asset manager access, and back-office support while offering various investment options including mutual funds, ETFs, and personalized indexing.

Wendy Aimola is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member for Charley's Angels Pet Initiative, a charitable organization that collects and distributes pet food and supplies to those in need. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional plans, and charitable organizations. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Banks is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds the Series 66 designation and has 11 years of industry experience, including 12 years with Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base that includes individual and institutional investors. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including mutual funds, ETFs, and personalized indexing.

Samuel Rich is a financial advisor with Commonwealth Financial Network in Watertown, MA. He holds the Series 66 designation and has nine years of industry experience, all with Commonwealth since 2013. 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 its affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Albert Li is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously held roles at LPL Financial and Osaic FA, Inc. Li is involved in providing non-variable insurance products, including life, health, disability, fixed annuities, and long-term care insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios and a long-term investment approach supported by both internal management and third-party asset managers.

Mariah Maines is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Chase Bank, Pathstone, and Montis Financial LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management under a fiduciary standard.

Richard Poitras is a ChFC® credentialed financial advisor with 57 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance for 10 years. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

Christopher Hovey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes positions at Commonwealth Financial Network since 2017, Ball Financial Services Company since 2016, Merrill from 2012 to 2016, and Transamerica Financial Advisors in 2010. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Li Li is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. In addition to advising, Li serves as treasurer for the Youth Empowerment Support Foundation, a nonprofit focused on youth leadership training, and teaches language classes at Andover Chinese School. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Michael Merrick is a financial advisor with GWN Securities Inc. in Natick, MA, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2015 and previously worked at Equitable Advisors from 2013 to 2015. Merrick also holds a life insurance agent license. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm uses a combination of discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers, with an emphasis on market-timing and momentum-based trading strategies in certain legacy programs.