Renee Lebaron is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She 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 provides a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Shaw Wen Yang is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also has been associated with World Financial Group since 2015. In addition to advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary management options and supports its clients with affiliated retirement and recordkeeping services.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. She previously worked at Abaris Financial Group LLC and CWM, LLC. Outside of her advisory work, she owns Abbey Henderson LLC, a life coaching business offering one-on-one sessions and workshops, and is a committee member of the Professional Advisors Leadership Council at the Community Foundation for MetroWest. 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 advisors. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Arthur Arsenault is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Lincoln Financial Advisors. Arsenault is also a CPA and serves as treasurer on the board of the Historical Building Association and Museum in Chelsea, MA. 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, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Frank Censullo is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2019, following a seven-year tenure at Lexington Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Peter Morin is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Third3rd Financial Partners LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter, where he manages weekly meetings and leadership activities. Eagle Strategies serves a broad mix of 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 delivers advice and solutions tailored to client objectives across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Owen Flanagan is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and previously worked at MFS Fund Distributors, Inc. for seven years before joining Commonwealth in 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, managing roughly $212.7 billion in client assets.

Laurie Ingwersen is a CFP® with 26 years of industry experience. She is currently affiliated with Allworth Financial, L.P. and AW Securities since 2023. Prior to that, she worked at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC from 2016 to 2023. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, indexed, and options-based overlays, and utilizes third-party sub-advisers and technology solutions to manage diverse client assets.

Elizabeth Malgari is a CFP® professional with five years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors, LLC. She has previously worked at CWM, LLC and Abaris Financial Group. Outside of her advisory role, she owns E. Malgari LLC, a self-directed IRA. 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 adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor and client needs.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Alison Wilcox is a financial advisor at Commonwealth Financial Network with Series 63 and Series 66 designations and five years of industry experience. She has worked at Axial Financial Group and Doble LeBranti Financial Group, and previously spent five years at The Goddard School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and retirement consulting, along with custody and clearing services.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Evan Pappazisis is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, following two years at National Regulatory Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering a variety of discretionary model portfolios and program structures.

Andrew Kitchings is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at Commonwealth since 2014 and previously spent five years at LPL 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 managed-account programs, access to third-party asset managers, retirement and plan consulting, as well as custody and clearing services.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Susan Schlindwein is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. Her career includes roles at LPL Financial and operating her own CPA firm, Susan M. Schlindwein CPA LLC, since 1999. She is involved in administrative services through Integrated Wealth Concepts and continues to operate her CPA practice. 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, and family office services, employing customized portfolios with a combination of internal management and third-party asset managers.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He previously worked at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management overseen by an Investment Policy Committee and employs a variety of investment vehicles supported by fundamental, technical, and cyclical analysis.

Matthew Bonsall is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at LPL Financial and Lincoln Financial Advisors. Bonsall also provides administrative support to Integrated Wealth Concepts, a separate independent advisory firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, utilizing customized portfolios with a long-term investment approach and employing both internal management and third-party asset managers.

John Conte is a CFP® with 23 years of experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2013. Conte also owns Oliver Capital Management, a multi-line insurance and financial planning business. Hornor, Townsend & Kent serves a broad range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides advisory programs, financial planning, and retirement consulting, operating as both an SEC-registered adviser and FINRA-member broker-dealer.