Marissa Malone is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and GW & Wade LLC, among other positions in clinical research and legal/business education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Jason Bolduc is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth and co-owning Granite Capital Advisors, LLC, he worked at Fidelity Investments, Cetera Investment Services, and Bank of New Hampshire. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

William Terry III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 63 designation and has 29 years of industry experience. He has been with Eagle Strategies since 2012 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1996. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations that address client objectives and Plan Sponsor criteria.

Andrew Simpter is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisors, and Investors Capital Corp. He also conducts business through Universal Insurance Services, focusing on non-variable insurance products. 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, financial planning, family office, and retirement plan advisory services, using a combination of internal management and third-party asset managers with a long-term investment approach.

Matthew Brightman is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 credentials. He has 19 years of industry experience and has worked at Eagle Strategies since 2019, with prior roles at Nylife Securities, Inc. and Nylife Insurance Company dating back to 2006. Outside of advisory work, he is a silent partner in a clothing company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Erin Rainwater is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Commonwealth Financial Network since 2007, with a brief tenure at Fidelity Investments from 2023 to 2024. 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 model portfolios managed by its Investment Management and Research team.

Timothy Schmidt is a financial advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including TD Ameritrade, Wainwright Investment Counsel, and Jantz Management LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based investment approach with globally diversified portfolios and employs a variety of investment vehicles, including low-cost ETFs, index funds, and separate account managers.

Danny Douangchith is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Empower Financial since 2015. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kristine Moore is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. She has worked at TIAA-CREF and affiliated entities since 2014, with prior roles at NewEdge Advisors and Radiant Wealth from 2022 to 2024. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, and it serves as adviser to a donor-advised fund while operating within a vertically integrated structure.

Linda Lemaster is a financial advisor at Commonwealth Financial Network with six years of industry experience. Her prior roles include positions at Avantax Advisory Services and Cetera. She has maintained a concurrent role at Donnelly-Boland Tax Services, LLC since 2019. 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 over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Leudson Veloz is a financial advisor at Eagle Strategies (New York Life) with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with New York Life-related entities since 2015. Outside of his advisory role, Veloz is involved in his family HVAC business as an independent contractor and is a silent partner in an e-commerce venture. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to plan sponsors and retirement investors.

Patrick Considine is a financial advisor at Integrated Wealth Concepts LLC in Newton, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial LLC, BNY Mellon Investment Servicing US Inc., and the Commonwealth of Massachusetts. 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, consulting, and family office services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Furooz Jafari Zadeh is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Santander Securities, and Southern State University. Outside of his advisory role, he is a co-owner of ShabLight, a business selling handmade and digital products on Etsy. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors to offer customized portfolio solutions.

Meagan Rogers is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. She is currently with Allworth Financial, L.P. and previously worked at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Allworth Financial serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to manage customized portfolios across various asset classes and investment strategies.

Oliver Scholle Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Commonwealth since 2015, including his current tenure starting in 2018, and also works with Harvest Wealth Management. Outside of advising, he is a co-owner of Brooks Point, LLC, an entity involved in managing residential real estate in Fishers Island, NY. 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, while providing operational, technology, and compliance support to affiliated advisors.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christina Mccalla is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Waltham, MA. She has 25 years of industry experience and has been with Commonwealth since 2010. Outside of her advisory role, she serves as treasurer for a local political campaign and has worked in various catering positions. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, including custom portfolio solutions and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering access to discretionary model portfolios and multiple program structures.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. 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 primarily with mutual funds, ETFs, individual equities, and fixed income.

John Murray is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at G.W. & Wade Asset Management Company, Inc. for 22 years and The Colony Group, LLC for two years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering a mix of active and passive investment strategies within an “enhanced open architecture” framework. The firm provides comprehensive financial planning and access to private funds while maintaining several atypical relationships through affiliated entities and legacy strategies.