Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, 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. The firm provides a range of advisory programs and support services, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Jeffrey Corey is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Claro Advisors LLC, Mutual Securities Inc, and Stifel Nicolaus & Co Inc. Outside of his advisory role, he operates as an independent insurance agent providing life, health, and variable insurance solutions. 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, family office, and retirement plan advisory services, utilizing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income while maintaining assets with third-party custodians.

David Richards is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 19 years of industry experience, including over 12 years with CRR Wealth Management, LLC, and more than 30 years as managing partner of CRR, LLP, a public accounting firm where he performs tax and consulting services. Richards is also a partner in Calculated Exit Partners, LLC, providing merger and acquisition advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisor-support platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Diego Bello is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding CPA credentials and five years of industry experience. He has been with Integrated Wealth Concepts since 2021 and also operates Diego A. Bello, CPA PC, which he has managed since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of customized portfolios and third-party asset managers while maintaining a long-term investment approach.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. 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, family office, and retirement plan advisory services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Richard Fingerman is a CFP® professional with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he worked for Financial Planning Solutions, LLC for 12 years. Outside of his advisory role, he has maintained a small rental real estate business since 1982. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm emphasizes manager selection through a proprietary due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Lauren Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has worked at Commonwealth Financial Network since 2016 and is also associated with Joe Sent Me. 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 individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Russell Broad is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds ownership and a treasurer position at Trico Inc, a contracted service provider for FedEx Ground. Additionally, he is a partial owner of a harness racing horse, which he owns as a hobby with family members. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, trading, compliance, and practice-management support.

Scott Harrison is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Santander Securities and People's United Advisors. Harrison is currently based in Woburn, MA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Elisabeth Zimmerman is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously spent 36 years at O'Brien Wealth Partners LLC, where she was part of the firm through its transition and acquisition by Mercer. O'Brien Wealth Partners 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 emphasizes capital preservation and attractive returns through diversified asset allocation, utilizing mutual funds, ETFs, and selective use of interval and ESG-focused funds.

Mark Poitras is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Barry Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Guardian Life since 1995 and with Park Avenue Securities since 2022. Outside of advisory work, he is involved in reselling partial season tickets for the Boston Red Sox. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Richard Rosenthal is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at The Colony Group and Capital Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kenneth Johnson is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds a Series 63 designation and has been with Commonwealth Equity Services, Inc. since 1991. His outside activity includes fixed insurance sales at his branch location. 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 back-office support including operations, trading, technology, investment management, compliance, and practice-management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. 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 emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Geoffrey Mccarthy Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Peloton Wealth Management. He also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.