Susan Levi is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 18 years of industry experience. She has previously worked at Avantax Advisory Services and Cetera Wealth Services, among other firms. Outside of her advisory role, she serves as Executive Director of The Alliance for Infants and Toddlers, an early intervention service coordination agency. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joshua Haapanen is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citizens Bank, and Measured Wealth Private Client Group, LLC. Outside of his advisory work, he also works as an independent contractor delivering food for Uber Eats and DoorDash. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis through an integrated New York Life affiliate structure.

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 (NY Life) based in Andover, MA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His work history includes roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015, as well as Third3rd Financial Partners LLC and Fairway Group LLC. Outside of his advisory work, he serves as president of a local BNI chapter, managing weekly meetings and leadership activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Elizabeth Malgari is a CFP® professional with five years of industry experience. She is currently an advisor with NewEdge Advisors and has prior experience at Abaris Financial Group and CWM, LLC. 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 plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kelly Hudak is a CFP® professional with 22 years of industry experience, currently with Integrated Wealth Concepts LLC since 2026. She previously worked at Ameriprise Financial Services, Inc. and its affiliate from 2004 to 2026. Outside of advisory work, Hudak co-owns several real estate-related entities and is involved with a marketing and educational business, Sarson Funds, LLC. 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 while utilizing internal and third-party asset management.

James Ek is a financial advisor with Empower Advisory Group in Woburn, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes roles at GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. 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 account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Tara McDermott is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 registrations. She has 28 years of industry experience and has been affiliated with firms including Ryan Wealth Advisors and Bartholomew & Company Wealth Management. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kristina Patt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. She has been with First Command in various affiliated entities since 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Alison Wilcox is a financial advisor with Commonwealth Financial Network in Burlington, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Commonwealth, she worked at Axial Financial Group and Doble LeBranti Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custodial 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.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. 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 clients. The firm provides a comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

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 in Brookline, MA, holding a Series 66 designation and 16 years of industry experience. He 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 clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers diverse investment solutions and operates as a platform provider with a significant clearing and custody relationship with National Financial Services LLC.

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 registrations and having 11 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2016. 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 account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Sequoia, he 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, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing various investment vehicles and research methods to meet client objectives.