Michelle Newcomb is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Worcester, MA, with 15 years of industry experience. She has been affiliated with Commonwealth and Bartholomew & Company since 2011 and has spent one year with Bartholomew & Company Wealth Management, LLC. Outside of her advisory role, she is involved in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. 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 about $212.7 billion in client assets. The firm provides a range of managed account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in delivering personalized investment solutions.

Louise Henningsson is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and has just over two years of experience in the industry. Her work history includes roles at Bartholomew & Company Wealth Management, LLC, Bartholomew & Company Inc, as well as academic positions at Boston University and Saint Leo 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, retirement consulting, and custody services.

Raymond Lucas Jr. is a CFP® professional with 39 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. He is also associated with LPL Financial over the same period. In addition to his advisory work, he has been a seminar guest speaker since 2014. Integrated Wealth Concepts LLC is part of a larger enterprise serving 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 portfolio construction with a long-term investment approach supported by internal management and third-party asset managers.

John Quinn is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Michelle Fuller is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63, 65, and 66 licenses. She has 22 years of industry experience, including roles at John Hancock and UBS Financial Services. She is the owner of Growth Accelerated, LLC, a shell company. 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 provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Robert Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA. He holds the CFP® designation and has 37 years of industry experience. Hoey has led Hoey Wealth Management since 1999 and previously worked at Marsh Kemp Insurance for over three decades. Outside of his advisory work, he serves as a football coach at Auburn High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services including trading and reporting.

Alexander Bartholomew is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked with Commonwealth since 2010 and is also affiliated with Bartholomew & Co. Wealth Management, LLC and Bartholomew & Co. Inc. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Joshua Paul is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and Bartholomew & Company Wealth Management, LLC. He has been with Bartholomew & Company, Inc. and Commonwealth Financial Network since 1995. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. 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 provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.

Paul Verderese is a CFP® professional affiliated with Commonwealth Financial Network, with 43 years of industry experience. He has operated Verderese Financial since 2008 alongside his role at Commonwealth. 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 provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody/clearing services.

Joshua Boen is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 66 and Series 63 credentials and four years of industry experience. His career includes roles at National Financial Services, Fidelity Investments, TDAmeritrade, and Commonwealth Financial Network. Outside of finance, he has experience working in the food service industry at Wise Guys Pizza and Domino's Pizza. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, serving individual and institutional clients with a range of managed account programs, third-party asset manager access, and custody services. The firm offers both proprietary and outsourced portfolio management solutions and acts as a wrap-fee program sponsor with extensive back-office support.

Sunshine Marsh is a Series 66-licensed financial advisor at Commonwealth Financial Network with two years of industry experience. Prior to rejoining Commonwealth in 2025, Marsh worked at Bartholomew & Company, Inc. from 2019 to 2025 and at Newton Financial from 2008 to 2019. 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, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Angela Casasanto is a financial advisor at Capital Analysts with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Casasanto serves as Co-Chair of the Charlton Cultural Council and is involved with the Women's Initiative of the United Way as a Finance Sub-Committee member. She also leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing an in-house Investment Management & Research team, as well as custom portfolios and third-party managers, supported by complex custodial arrangements and affiliations with Lincoln Investment.

Charles Manoog is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Kestra Investment Services since 2007. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Holly Robert is a financial advisor with Commonwealth Financial Network in Paxton, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Commonwealth since 1989. Outside of advising, she is president and owner of Fringe Benefit Management, Inc., a firm focused on retirement and employee benefit plan design and administration. 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 back-office support, including investment management, compliance, and technology services, while allowing advisors discretion in portfolio construction.

Moira Moynihan Manoog is a CFP® with 32 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. She has worked with Kestra since 2016 and has been affiliated with Kestra Investment Services and the James J. Moynihan Insurance Agency for over two decades. Outside of her advisory role, she is president of the Westwood Hills Improvement Association and serves as the Zone I Awards Chair for the Garden Club of America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and supports recommended investments through due diligence on performance, fees, and management.

Brendan Mulhearn is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has prior experience at Constitution Capital Partners and Ernst & Young. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and an open-architecture selection process focused on asset allocation and manager due diligence.

Philip Mailloux is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and has been with Commonwealth and Larson, Potter, Stratton & Cote since 2023. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Brady Dow is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior experience at Midstate Wealth Management and in residence life at Worcester State University. 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 their clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Commonwealth Financial Network since 2020, with prior roles at Jackson National Life Distributors and John Hancock. 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 services, including custom and model portfolios, supported by comprehensive operations, trading, technology, and compliance platforms.

Ashley Riley is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and previously worked at Bartholomew & Company Wealth Management, LLC. Riley is also involved in fixed insurance sales on a limited basis during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a range of managed-account programs, third-party asset manager access, and custody services.