Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. 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 discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Joshua Benet is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and is a 50% owner and manager of Harvest Wealth Management, where he has been active since 2009. His work history includes two separate tenures at Commonwealth Financial Network totaling 16 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including investment management, compliance, and practice management. The firm offers access to diverse investment products and discretionary model portfolios, positioning itself as a platform and operations provider for affiliated advisors.

Matthew Ryan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for nearly two decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private and registered funds, and legacy programs from merged teams.

Lindsy Owens is a CFP® professional with two years of industry experience. She is currently affiliated with Harvest Wealth Management, LLC and Commonwealth Financial Network, having previously worked for ThomasPartners, Inc. for ten years. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Samuel Bohmiller is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Peter Leddy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Co, and Bulfinch Group since the early 2000s. Outside of his advisory roles, he is involved in selling insurance products beyond Guardian Life offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.

William O Malley Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he operates Patriot Tax Service, a CPA and tax preparation business. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

Edward Rich is a CFP® with 31 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisor Group and SII. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Cary Geller is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Nathan Sullivan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license. He has recently entered the industry, beginning his advisory career in 2026. Prior to this, he held roles at Fidelity Investments and Eden Advisory Services, and has experience working in education and community recreation sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Gerard Robinson is a CFP® with 37 years of industry experience, currently with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been affiliated with Capital Analysts and its related entities since 1987. Outside of his advisory work, Robinson is the lead singer in the Irish entertainment band, the Belfast Cowboys, and coordinates charity golf tournaments benefiting organizations such as Project Children and the Juvenile Diabetes Research Fund. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering a range of portfolio options and advisory services through a network of several hundred advisors.

Mark Soloperto is a financial advisor at Capital Analysts with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capital Analysts since 2022, having previously worked at Lincoln Investment since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house Investment Management & Research team and proprietary screening tools.

Spencer Plassman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, Plassman is the owner and operator of Genuine Audio Inc., a media-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending and donor-advised funds.

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.

William Flynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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.

Jarrod Smith is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has held the position of president at Route 3A Enterprises LLC, a CPA business, since 2020, and served at Michael J. Raymond CPA from 2019 to 2021. Smith has also been involved with the Suffolk University Gold Council Board since 2016. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing a long-term approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Nichole Wirtz is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. since 2014. Prior to that, she was employed at American Chair & Seating from 2011 to 2016. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, alternative investments via the CAIS platform, and lending and cash-management options.