Cameron Smith is a financial advisor at Commonwealth Financial Network with 18 years of industry experience and holds the Series 66 designation. He 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 advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

Robert Rice is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corporation from 2013 to 2016. He also operates his own CPA affiliate program under Robert G. Rice, PC. 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, and family office services, employing a primarily long-term investment approach with customized portfolios through internal management and third-party asset managers.

Andrew Mason is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and four years of industry experience. He has operated Andrew J Mason CPA since 1989. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients with approximately $212.7 billion in assets under management.

John Viola is a financial advisor at Savant Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Savant in 2024, he worked at John Hancock for eight years and is involved with Franklin Soccer School. Outside of his advisory role, he has worked as a sales associate at Home Depot. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs an investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Richard Hanson III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth Financial Network since 2015. 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, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and offers services such as portfolio management, financial planning, and retirement consulting.

Anja Nickel is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at New York Life Insurance Company and its affiliates since 2014 and operates ABN Financial Strategies, LLC, through which she brokers non-registered insurance products. Nickel also serves as a board member of HR Alliance. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Matthew Grabowski is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and has experience in the beverage industry with Anheuser-Busch and Boston Beer Works. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and a variety of investment advisory programs.

Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research.

Allison Dagostino is a financial advisor with Commonwealth Financial Network, holding the Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Coastal Capital Group, Inc. and LPL Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting, supported by comprehensive operations, technology, investment management, and compliance services.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services and three years at Raytheon. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Frederick Baird is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including 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 and offers a range of specialized investment products and services.

Gary Gerulskis is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has 22 years of industry experience, including 18 years at Capital Advisors, LLC before joining Focus Partners Wealth. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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, and offers a variety of specialized investment programs and fiduciary services.

Salvatore Maniscalco Jr. is a financial advisor with Commonwealth Financial Network in Belmont, MA, holding a Series 63 designation and 41 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1993 and Lexington Financial Group since 1987. Outside of advisory work, he is a 50% owner of an insurance agency and president of a securities business entity at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering discretionary portfolio management through its Investment Management and Research team.

Margaret Kantrowitz is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 10 years of industry experience. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo Clearing. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for high school seniors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement relationships. The firm combines point-in-time financial planning with ongoing discretionary portfolio management, using both model and customized portfolios under a fiduciary standard.

James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has held prior positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a coach for a girls’ kindergarten softball team in Taunton, MA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and employs both in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Brian Franford is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Daniel J. Galli & Associates, COMPASS Wealth Management, and Lincoln Investment. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Joshua Olson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group and Polaris MEP. Olson also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Aline Tellstone is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has prior work experience at Einstein's Workshop, Boston University, Victor Central High School, and Fitzsimmons Dance Factory. 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 support services, including discretionary model portfolios, personalized indexing, and retirement plan consulting.

Bryan Rutledge is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth since 2015. 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, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.