Margaret Benison is a financial advisor with Commonwealth Financial Network in Shrewsbury, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has operated Benison Financial Services since 1998 and is also affiliated with Commonwealth Equity Services, Inc. She is involved in fixed insurance sales through her DBA, Benison Financial Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and model portfolios, supporting advisors with operations, trading, technology, compliance, and practice management.

Christopher Eppich is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and Atlantic Planning Group LLC, where he provides financial planning and personal financial solutions. Eppich is also involved in brokering non-registered insurance products through Ash Brokerage. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement investing.

John Ohearn is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth since 2011. 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 wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support.

Leigh Mccloskey is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities since 2014 and has been associated with Guardian since 2013. Mccloskey serves as a board member for the Needham Community Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Joan Theroux is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Commonwealth Financial Network since 2017. She previously worked at Next Financial Group, Inc. and has been involved with Great Dog Rescue of New England since 2010. 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, allowing advisors discretion in portfolio construction alongside managed model portfolios.

David Kline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has worked at Integrated Wealth Concepts LLC and LPL Financial since 2016. Kline holds Series 63 and Series 65 licenses. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Thomas Hanley is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. Outside of his advisory work, he owns a resort property rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Martin Michaud is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at multiple firms including New York Life Insurance Co., Citizens Securities, Inc., and currently operates Michaud Wealth Strategies, LLC. Outside of his advisory role, Michaud serves as the President of the BNI Genesis Chapter and is an ordained minister through the Universal Life Church. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulatory standards.

Mark Connors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Commonwealth Equity Services since 1998. 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 discretionary model portfolios and personalized indexing, while providing operations, trading, technology, compliance, and practice-management support to its affiliated advisors.

Daniel Moraes is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and possessing 15 years of industry experience. His prior experience includes six years with Exit Strategies Group, LLC. Moraes is also involved in insurance brokering through various outside carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services with an emphasis on tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Jennifer Shepley is a CFP® professional with 26 years of experience in the financial services industry. She is currently with Primerica Advisors and has previously worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she volunteers as an English teacher for immigrants in New Bedford, Massachusetts. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 registrations and has one year of industry experience. Prior to joining Eagle Strategies, Lisle worked at M&T Bank for five years and has experience in other roles including community college employment and small business operations. Outside of his advisory role, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual and institutional investors, offering 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.

Heather Crews is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and previously worked for CLERAC, LLC DBA Enterprise Rent-A-Car for 19 years. 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, compliance, and practice management.

Benjamin Halpern is a CFP® professional with 24 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at GWFS Equities, INC, Mass Mutual, and TIAA-CREF. 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 select retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Joseph O'Loughlin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at several firms including Wells Fargo Advisors and LPL Financial before joining Integrated Wealth Concepts in 2017. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and comprehensive financial planning, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Sangita Rousseau is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including roles at Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company. Outside of her advisory work, Rousseau serves on the board of directors for the Bulfinch Group Charitable Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with a mix of discretionary and non-discretionary account management options.

Robert Shoff is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial services career, he owns a property rented through Airbnb. Eagle Strategies serves a diverse clientele, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis, and works with both individual and institutional clients.

Donald Cohen is a financial advisor with Commonwealth Financial Network, holding 14 years of industry experience. He has been associated with Abrams Little-Gill Loberfeld PC since 1987. 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 advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Brian De Acetis is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the CFP® certification and the Series 66 license. His prior roles include three years at Lincoln Financial Advisors and a variety of positions outside financial services, including work at United Parcel Service and Jacobs Tree Service. 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 hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.