Anthony Dibattista is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Commonwealth Financial since 2003. 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 both individual and institutional clients. The firm manages roughly $212.7 billion in client assets and offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Michael Casparriello is a financial advisor at Empower Advisory Group with designations including Series 66 and Series 63. He has five years of industry experience, having worked at Empower Advisory Group since 2025 and previously at GWFS Equities, Putnam Investments, and John Hancock Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

Amy Lampert is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2011 and previously operated The Lampert Advisory Group for 18 years. Outside of her advisory roles, Amy serves as a FINRA arbitrator, provides organizational consulting and executive coaching, teaches at Brookline High School’s Community and Adult Education program, and is a trustee of the Brookline Symphony Orchestra. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including specialized insurance products and alternative investments.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Marykate Taylor is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. In addition to her advisory role, she works as an insurance agent and unit field trainer for Bankers Life & Casualty, Inc., focusing on the sales and service of non-variable insurance products and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Kenneth Bucci is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He has led Bucci & Associates since 2005 and also owns a CPA firm in Stoneham, MA, where he dedicates significant time. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Vincent Franks is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe since 2016. Beacon Pointe Advisors 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 investors. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

Joseph Siciliano is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Pinnacle Private Wealth, LPL Financial, and Triad Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a combination of active and passive investment strategies guided by an internal Investment Committee.

Brian Price is a financial advisor with Commonwealth Financial Network in Newburyport, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 23 years with Commonwealth. 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 discretionary model portfolios and customized investment solutions, while acting as a platform and operations provider for affiliated advisors.

Erin Di Carlo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding eight years of industry experience. She previously worked at 2Sisters Senior Living Advisors for four years and currently owns a company that assists seniors with transitioning from their homes and eventually listing and selling their properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Thomas Garcia Meitin is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2019. His prior work includes roles at East China Normal University, CIRCOR International LLC, Safe & Secure LLC, and Elon University. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering customized portfolio management under a fiduciary standard within a vertically integrated structure.

Rebekah Pennell is a CFP® professional with nine years of industry experience currently advising at Creative Planning. Her prior roles include positions at Ferris Capital and Fidelity Brokerage Services, and she also worked at Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Colony Group, Derby and Company, Ferris Capital, Siharum Advisors, and Kobren Insight Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Maglio Jr. is an advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining Beacon Pointe, he was with Charter Advisory Group and has experience at Colby College and Powerhouse Fitness. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with independent managers and employs both active and passive strategies across various asset classes.

Kathryn Cunningham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and is also associated with 1017 Financial Group. Outside of her advisory roles, she is involved in life insurance brokerage activities supporting client services and relationship management for Condon Sullivan Wealth Management and Condon & Co. Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and both advisory and broker-dealer services. The firm manages a mix of discretionary and non-discretionary assets and maintains third-party asset manager relationships under a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Todd Strott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Commonwealth since 2008. Outside of his advisory role, he is a 33% owner of Northern Fabrications Solutions, LLC, a company that designs and builds custom aluminum products. 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 personalized investment solutions, while providing operations, technology, compliance, and practice-management support.

Donald Gottfried is a CFP® professional with 18 years of experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held multiple roles within these firms since 2013. Outside of his advisory work, he serves as Fundraising Chair and Treasurer for the Andover Rotary. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to both proprietary and third-party platforms.

Alexander Kosheff is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at companies such as Quanterix, Agia, and Your Service Staffing. Outside of financial advising, he has worked as a part-time promotions team member for the Boston Bruins. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of representatives. The firm utilizes discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion in assets across more than 1,200 advisors.

Gary Peters is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Guardian Life since 2016, based in Needham, MA. Peters also leads The Peters Group, LLC, an investment-related business activity associated with Guardian Life. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions that combine advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Allan Smith is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.