Susan Arnold is a CFP®-certified financial advisor with 26 years of industry experience. She is affiliated with Private Advisor Group, LLC and is also an owner of Northward Financial Group, where she operates a financial services practice independently from Private Advisor Group. In addition to investment advisory services, Ms. Arnold provides tax advice and preparation, separate from her work at Private Advisor Group, and holds a license to sell insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based advisory model combines client goal setting with portfolio management or assistance in selecting third-party managers and model portfolios, utilizing multiple investment strategies and technology platforms.

Jeffrey Tancreti is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory career, he spent eight years at the Massachusetts Office of Campaign and Political Finance. Focus Partners 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 that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Weisse is a CFP®, CFA®, and Series 66 credentialed advisor with 17 years of industry experience. He has been with Savant Wealth Management since 2026, following a 22-year tenure at Heritage Financial Services, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Douglas Padden is a financial advisor at CWM, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CWM since 2020. Padden also serves on the Board of Directors for the Wayland Public School Foundation, where he reports on investment performance to assist with grant allocations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Ryan Kittredge is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. His other business activities include providing non-variable insurance products such as fixed life, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model, employing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Xiaodong Wu is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles related to insurance and benefits with multiple companies such as Nationwide, Principal Life Insurance Company, and International Medical Group, among others. Wu also engages in selling various insurance products through independent contractor positions with several health and life insurance providers. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and delivering discretionary and non-discretionary investment programs.

Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. 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 and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Tara Verbeek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has been with Commonwealth Financial Network since 2011. 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, compliance, and practice-management support to affiliated advisors.

Megan Berkowitz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Her career includes roles at Commonwealth Financial Network and James N Ball & Company. Outside of advising, she is involved as a scale house operator for Tom Berkowitz Trucking. 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, access to third-party asset managers, and custody services, working with clients to implement portfolios through both internally managed models and external platforms.

Joshua Benet is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and is a 50% owner and manager of Harvest Wealth Management, where he has been active since 2009. His work history includes two separate tenures at Commonwealth Financial Network totaling 16 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including investment management, compliance, and practice management. The firm offers access to diverse investment products and discretionary model portfolios, positioning itself as a platform and operations provider for affiliated advisors.

Matthew Ryan is a CFP® with 30 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes almost two decades at G.W. & Wade, Llc and G.W. & Wade Asset Management Company, Inc., along with roles at Uvest Financial Services Group, Inc. and Ryan Advisors, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management, advisory, and planning services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework that emphasizes tax- and fee-sensitive portfolio construction.

James Whiteman is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2008. 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 wealth management and retirement plan consulting, while supporting affiliated advisors with operations, technology, investment management, and compliance.

Daniel Tinsley is a financial advisor with Commonwealth Financial Network in Marlborough, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Commonwealth since 2016. Outside of advising, he serves as a corporator and ambassador for Bay State Savings Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Lindsy Owens is a CFP® professional with two years of industry experience. She is currently affiliated with Harvest Wealth Management, LLC and Commonwealth Financial Network, having previously worked for ThomasPartners, Inc. for ten years. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Myles Davis is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Eagle Strategies, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as an assistant coach for the Roxbury Latin Varsity Basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored solutions and offers a range of advisory programs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jackson Martin is a financial advisor at Ameritas Advisory Services, LLC with Series 66 credentials and one year of industry experience. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies Inc., and a variety of positions outside the financial industry, including employment with Red Bull and multiple educational institutions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory across various program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Dillon Driscoll is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Financial Planning Solutions, LLC and Manganaro Building LLC, as well as work in education and local government. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager selection process using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Richard Zachary is a financial advisor at TIAA-CREF with 25 years of industry experience and a Series 66 designation. His career includes roles at Fidelity, E*TRADE, Nationwide Investment Services, and other financial services firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement relationships through TIAA. The firm’s model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Michael Wilson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Investment Services and Donnelly Boland & Associates. Outside of advisory services, he owns Wilson Accounting Group, LLC, which provides accounting and payroll services. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Samuel Bohmiller is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.