Anthony Dibattista is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Commonwealth Financial since 2003. 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 large client base, managing approximately $212.7 billion in assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Michael Casparriello is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at GWFS Equities, Putnam Investments, and John Hancock Financial. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Amy Lampert is the principal of The Lampert Advisory Group with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, Lampert serves as a FINRA arbitrator, consults on organizational change and executive coaching, teaches courses at Brookline High School Community and Adult Education, and is a trustee of the Brookline Symphony Orchestra. The Lampert Advisory Group acts as an investment manager specializing in pooled investment vehicles and institutional accounts, utilizing alternative fee structures rather than percentage-of-assets-under-management fees. The firm maintains a compact operational profile with no individual clients or other advisors on record.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Dennis Fergusson is a CFP® professional with 27 years of industry experience. He is the owner and president of Fergusson Financial, a firm he has led since 2007, and is affiliated with Commonwealth Financial Network. Fergusson also conducts fixed insurance sales as an agent under the Fergusson Financial name. 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 operational support, including discretionary model portfolios and customized investment solutions.

Marykate Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and having 11 years of industry experience. She has worked with Bankers Life and its affiliates since 2008, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she serves as an insurance agent and unit field trainer. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Kenneth Bucci is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He has led Bucci & Associates since 2005 and also owns a CPA firm in Stoneham, MA, where he dedicates significant time. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Vincent Franks is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe since 2016. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

Joseph Siciliano is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Pinnacle Private Wealth, LPL Financial, and Triad Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a combination of active and passive investment strategies guided by an internal Investment Committee.

Brian Price is a financial advisor with Commonwealth Financial Network in Newburyport, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 23 years with Commonwealth. 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 support services, including discretionary model portfolios and customized investment solutions, while acting as a platform and operations provider for affiliated advisors.

Erin Di Carlo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding eight years of industry experience. She previously worked at 2Sisters Senior Living Advisors for four years and currently owns a company that assists seniors with transitioning from their homes and eventually listing and selling their properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Thomas Garcia Meitin is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2019. His prior work includes roles at East China Normal University, CIRCOR International LLC, Safe & Secure LLC, and Elon University. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering customized portfolio management under a fiduciary standard within a vertically integrated structure.

Connor Hayes is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has previously worked at Cantella & Co., Inc. and HSBC Bank. Outside of finance, he has had involvement with the Buffalo Ski Club and Barbill Tavern. 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 offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Rebekah Pennell is a CFP® professional with nine years of industry experience, currently serving at Creative Planning. Her prior work includes roles at Ferris Capital, Fidelity Brokerage Services, and Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Colony Group, Derby and Company, Ferris Capital, Siharum Advisors, and Kobren Insight Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kathryn Cunningham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and is also associated with 1017 Financial Group. Outside of her advisory roles, she is involved in life insurance brokerage activities supporting client services and relationship management for Condon Sullivan Wealth Management and Condon & Co. Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and both advisory and broker-dealer services. The firm manages a mix of discretionary and non-discretionary assets and maintains third-party asset manager relationships under a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Todd Strott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Commonwealth since 2008. Outside of his advisory role, he is a 33% owner of Northern Fabrications Solutions, LLC, a company that designs and builds custom aluminum products. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support.

Donald Gottfried is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company and Park Avenue Securities since 2013. Outside of his advisory work, he serves as Fundraising Chair and Treasurer for the Andover Rotary. Park Avenue Securities serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Alexander Kosheff is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at companies such as Quanterix, Agia, and Your Service Staffing. Outside of financial advising, he has worked as a part-time promotions team member for the Boston Bruins. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of representatives. The firm utilizes discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion in assets across more than 1,200 advisors.