Maria Giampietro is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network in Marlborough, MA. Her prior experience includes roles at Tinsley Financial Group, James N. Ball & Company, and Thrivent Financial. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed account programs, third-party asset managers, retirement consulting, and custody services.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Davin Sweeney is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial. Prior to his advisory career, he attended St. Lawrence University. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and First Republic Bank for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 66 designation and over 23 years of experience in the industry. Wang has been associated with Eagle Strategies since 2012 and with New York Life since 2003. Outside of advisory work, Wang owns and operates JW Insurance & Financial Services, which brokers group benefits and fixed life insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

Cody Twombley is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Integrated Wealth Concepts and LPL Financial LLC, as well as positions at Babson College and the University System of New Hampshire. 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, utilizing customized portfolios and a primarily long-term investment approach.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

Thuy Berman is a Series 66-registered financial advisor with Commonwealth Financial Network in Waltham, MA, where she has worked since 2003, totaling 23 years with the firm and 16 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Leona Barber is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at MML Investors Services and Fidelity Brokerage Services LLC. 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 and personalized investment solutions, while providing operations, trading, technology, and compliance support to affiliated advisors.

Michel Scheinmann is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 66 credentials and bringing 23 years of industry experience. He has been with Guardian Life since 2016. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various restaurants and lounges, including The George and Layali Restaurant & Lounge. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

James Da Silva is a Series 63-licensed financial advisor with 21 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent 14 years at GW & Wade LLC and 13 years at GW & Wade Asset Management Company. His background includes roles at The Colony Group, LLC. Focus Partners Wealth, LLC 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 a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

William Pherson 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 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 personalized investment solutions, while acting as a platform and operations provider for affiliated advisors.

Audrey Baker is a CFP® professional with three years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC and Bickling Financial Services. Audrey's background includes roles outside the financial sector, such as positions at Marriott International and Plato's Closet. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.