Robert Pearl is a CFP® and Series 66 professional with two years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held positions at Ameriprise, Aptiv, Bowdoin College, and Dexter Southfield. Outside of his primary role, he serves as an Associate Financial Advisor at Ironsides Operational Support LLC. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term focus complemented by shorter-term adjustments.

Laura Peeke is a CFA® charterholder with 23 years of industry experience. She is affiliated with Commonwealth Financial Network and has served as President and Owner of LifeFirst Financial Corporation since 2009. Her work includes fixed insurance sales conducted under LifeFirst Financial. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Timothy Mc Coole is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for five years and State Street for ten years. 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, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Melissa Mulloy Mecozzi is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2014 and previously worked at Raymond James Financial Services, Inc. She serves as the Head Coach for the Massachusetts Institute of Technology Rifle team. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services with a platform that includes both proprietary and third-party portfolio management solutions.

Jeffrey Tomaneng is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Asset Management Resources, Lion Street Advisors, Sapers & Wallack, Capital Analysts, and Lincoln Investment. Outside of his advisory work, he volunteers on committees for the Financial Planning Association. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Jorge Flores II is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Savior Wealth, LPL Financial, Trilogy Capital, Trilogy Financial Services, and NationalPlanning Corporation. Outside of advisory work, he is the managing partner at AccelHUB Venture Partners, a Latin American startup accelerator, and serves on the boards of AltaFid and HLX+, a nonprofit civic advocacy organization, while also volunteering with the Leysin American School-US Advisory Board. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes multiple program structures with a focus on centralized due diligence and technology to support advisor and client needs.

Liam Greene is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and positions outside finance such as at Boston City Hall and All Pro Moving and Storage. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Ronald Cooper Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Danvers, MA. He has been with New York Life since 2001 and leads The Cooper Fauteux Team since 2026. Outside of his advisory role, he owns Greyhorn LLC, a clothing company involved in product design and distribution. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a notable focus on retirement plan clients.

Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Jennifer Kundrot is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at Financially in Tune, Salem Five Investment Services, Stumm Financial Services, and LPL Financial, LLC. Outside of her advisory work, she is a co-owner of a non-investment related real estate rental business in Belmont, MA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Robert Magnacca is a financial advisor with Empower Advisory Group in Waltham, MA, holding the CFP® designation and Series 65 and 63 licenses. He has 30 years of industry experience, having previously worked at TIAA-CREF and GWFS Equities. Outside of advising, he is an author of three books on professional financial guidance and teaches a class on artificial intelligence as an adjunct lecturer at Babson College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within employer plan lineups and serves a large participant base relative to its adviser count.

Anpu Stephens is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, Stephens worked at TIAA-CREF from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Cynthia Jeffries is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 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 retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Jonathan Neipris is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including customized portfolio management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

James Taylor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth and The Savings Bank since 2000. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and operational services. The firm offers diverse investment solutions including discretionary model portfolios and personalized indexing options.

Michael Mcdermott is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2011. 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 support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction alongside proprietary model portfolios.

Fateh Sokkar is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has eight years of industry experience, including roles at Park Avenue Securities, Pioneer Financial Group, and New York Life Insurance Company. Sokkar has also worked in group insurance with Principal. He is affiliated with Park Avenue Securities LLC, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.