Liam Greene is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and positions outside finance such as at Boston City Hall and All Pro Moving and Storage. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Rachel Richwine is a financial advisor with Oppenheimer in Boston, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Oppenheimer since 2003. She currently holds a Massachusetts real estate salesperson license, though it is not in active use. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Burt Freedman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as Vice President of Linas Hazadek Beth Israel Cemetery Corp., a nonprofit religious organization. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation alongside various investment vehicles, and acts as a qualified custodian with distinct features like commission-based advisory programs and non-discretionary asset management.

Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine years at Raymond James & Associates. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and various advisory programs.

Ronald Cooper Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Danvers, MA. He has been with New York Life since 2001 and leads The Cooper Fauteux Team since 2026. Outside of his advisory role, he owns Greyhorn LLC, a clothing company involved in product design and distribution. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a notable focus on retirement plan clients.

Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Jennifer Kundrot is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at Financially in Tune, Salem Five Investment Services, Stumm Financial Services, and LPL Financial, LLC. Outside of her advisory work, she is a co-owner of a non-investment related real estate rental business in Belmont, MA. Beacon Pointe Advisors, LLC 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 clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Robert Magnacca is a financial advisor with Empower Advisory Group in Waltham, MA, holding the CFP® designation and Series 65 and 63 licenses. He has 30 years of industry experience, having previously worked at TIAA-CREF and GWFS Equities. Outside of advising, he is an author of three books on professional financial guidance and teaches a class on artificial intelligence as an adjunct lecturer at Babson College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within employer plan lineups and serves a large participant base relative to its adviser count.

Brendan Spilsbury is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025. Prior to that, he worked at Sensible Financial Planning And Management, LLC for seven years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a disciplined approach using third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Cynthia Jeffries is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. She has been with Commonwealth since 2007. 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, trading, technology, investment management, compliance, and practice management.

Jonathan Neipris is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser that supports 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 customized portfolio management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

James Taylor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth and The Savings Bank since 2000. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and operational services. The firm offers diverse investment solutions including discretionary model portfolios and personalized indexing options.

Michael Mcdermott is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has been with Commonwealth 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 provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction alongside proprietary model portfolios.

Fateh Sokkar is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has eight years of industry experience, including roles at Park Avenue Securities, Pioneer Financial Group, and New York Life Insurance Company. Sokkar has also worked in group insurance with Principal. He is affiliated with Park Avenue Securities LLC, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Michael Nichols is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding Series 66, 63, and 65 licenses with 11 years of industry experience. He has been with Eagle Strategies since 2018 and also affiliated with New York Life Insurance Company and Nylife Securities LLC since 2015. Outside of advising, Nichols volunteers with Family Promise Metrowest, a nonprofit focused on assisting families experiencing homelessness, and serves as Treasurer for the BNI Ultimate Success networking group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring advice to client objectives and maintains a significant portion of its assets under non-discretionary management within an integrated New York Life affiliate structure.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephanie Casey is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked with TIAA-CREF since 2018, following five years at Citizens Securities Inc. and overlapping tenure at Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and brokerage services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model including donor-advised fund services and combines point-in-time planning with ongoing discretionary portfolio management.