Elisabeth Brady is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with firms including MML Investors Services, Mass Mutual Life Insurance Company, and Modern Woodmen of America. In addition to her advisory role, Brady operates as an independent insurance agent specializing in life and health insurance products. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, and comprehensive financial planning. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and offers a digital investment program called Starlight Portfolios that tailors allocations based on individual risk profiles.

Robert Miller is a CFP® with 33 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he spent over three decades at The Financial Advisors, LLC, where he also held the role of president and was involved in transitioning the advisory business following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers and offers a combination of active and passive strategies across public and private asset classes.

Douglas Heald is a financial advisor with Empower Advisory Group in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2010, he has been affiliated with Great West Life & Annuity Insurance Company and its related entities. 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 clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Matthew Heath is a CFP® with nine years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Cerity Partners LLC for five years and Cabot Wealth Management for six years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm emphasizes customized model portfolios, ongoing monitoring, and a range of investment strategies including third-party manager recommendations and ERISA plan services.

John Meakin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has previously worked at firms including LPL Financial, Rockland Trust Bank’s Investment Management Group, and Salem Five Cents Savings Bank. Outside of his advisory role, he owns J.G. Meakin Company, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Regina Moreira is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at TD Bank N.A., Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of advisory work, she is a co-owner of a family rental property. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers, offering portfolio management, financial planning, and access to multiple investment vehicles through its affiliated and third-party managers.

Carol Esposito is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Esposito Financial Group under Commonwealth Financial Network since 2006, with previous experience at Masconomet Regional School District and Esposito Law Office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Paul Cyr is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Gwfs Equities, Inc. since 2011 and joined Empower Advisory Group in 2025. 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 retail brokerage clients. The firm’s integrated service model focuses on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Timothy Helman is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and is co-owner of The Blanchette Financial Group, a private entity involved in securities, advisory, and insurance services. Helman has worked with Commonwealth Financial Network since 2014 and is based in Newburyport, MA. 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 managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Beth Castantini is a CFP® certificant with eight years of industry experience, currently affiliated with Commonwealth Financial Network in Newburyport, MA. She has held roles at Port Wealth Management and Howland Capital, among others, contributing to her background in financial advisory. Outside of advisory services, she has participated in fixed insurance sales, dedicating a portion of her business hours to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides platforms for managed-account programs, third-party asset management access, retirement and plan consulting, and various custody and clearing services.

Matthew Stead is a financial advisor at Allworth Financial, L.P. in South Hampton, NH, holding a Series 65 designation with six years of industry experience. Prior to joining Allworth Financial in 2026, he worked for Sachetta & Callahan, LLC for 12 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including core-satellite, index allocations, and specialized models such as Buffered Equity ETFs and options-based overlays, and manages privately offered funds.

Laurence Knowlton is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 26 years before joining Rockefeller Financial in 2021. Outside of his advisory work, he serves as secretary for a rental property business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in variable insurance products, placement, and investment banking services.

Jason Edinger is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at CapFinancial Partners, LLC (CAPTRUST) and Rinet Company, LLC. He is currently affiliated with both Commonwealth Financial Network and Boston Wealth Strategies. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, with an emphasis on flexible portfolio implementation through both internal and outsourced model management.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GenX Financial LLC and Transamerica Retirement Solutions. In addition to his advisory role, Swasey serves as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a variety of managed account programs, third-party asset manager access, and comprehensive advisory support services.

Rebecca Landon is a CFP® professional with 22 years of experience in financial advising. She is associated with Eagle Strategies (New York Life) and Neville Financial Group, with a career spanning roles at New York Life Insurance Company and Nylife Securities LLC. Landon is also an insurance broker specializing in life and disability insurance. Eagle Strategies serves a diverse client base including individuals, corporate, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of advisory programs and emphasizes customized recommendations aligned with client and plan sponsor objectives.

Gregory Mason is a financial advisor with Eagle Strategies (NY Life) based in Hampton, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Eagle Strategies since 2014 and also operates Mason Financial Group, which brokers non-registered insurance products. He serves as Vice President of the One Park Ave Condo Association, where he assists with property maintenance and financial management. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Blanchette is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022 and previously from 2008 to 2022. He also leads The Blanchette Financial Group, which he co-owns and operates. Outside of his advisory work, Blanchette serves as a member and director of the board at the Newburyport Five Cents Savings Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer tailored portfolio solutions including discretionary model portfolios and various personalized program structures.

Ryan Brenneman is a financial advisor with Empower Advisory Group in Ipswich, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, CONCOURSE FINANCIAL GROUP, Protective Life Insurance Company, GWFS equities, and Four Seasons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates over short-term forecasts.

Briar Golden is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. Prior to this, Briar worked at Mass Mutual Investors Services and MetLife Securities Inc. Briar also holds a Notary Public position. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary managed accounts and a digital advisory program that uses ETF-based portfolios tailored by proprietary algorithms.