Mark Mcgaunn is a CFP® and PFS™ credentialed advisor with over 21 years of experience. He is currently with Integrated Wealth Concepts LLC and has also been associated with LPL Financial and Mcgaunn & Schwadron, CPAs, LLC. Outside of advisory services, he is involved with Mcgaunn & Schwadron, CPAs, an independent CPA and investment advisory firm. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Joseph Henry Jr. is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Hightower Advisors since 2020, following five years at Argent Wealth Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

John Steiger is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Planning Resources LLC since 2012. He co-owns Steiger Creed LLC, an entity involved in managing residential real estate in Steamboat, Colorado. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and discretionary model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Charles Schwab and Windhaven Investment Management, among others. He is based in Medfield, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Jennifer Lafrance is a financial advisor with Commonwealth Financial Network and FrameWell Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at E3 Financial Planning for ten years. Outside of her advisory roles, she owns J LaFrance Inc., a private entity facilitating securities, advisory, and insurance business. 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 and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion over client portfolio construction and offering proprietary model portfolios.

Raymond Acchione is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Commonwealth since 2003. Outside of his advisory role, he has been involved with Wellesley Recreation since 2000. 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, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Elliott Hughes is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Aldi for nine years before joining the New York Life group of companies. Eagle Strategies serves a diverse clientele including individual investors, institutional and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and primarily manages assets on a non-discretionary basis.

Michael Kershaw is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Guardian Life Insurance Company and Guardian Investor Services, LLC, as well as Park Avenue Securities, where he currently works. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types and lending solutions.

Leah Mc Cormack is a CFP® professional with eight years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC and Northwestern Mutual Investment Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach centered on Modern Portfolio Theory and offers a range of portfolio solutions including low-cost ETFs, index funds, separate account managers, and private funds.

Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside a variety of investment vehicles.

Terri Miller is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services and ACSH Medical Management. Outside of her advisory role, she runs a tax preparation business operating under Terri W. Miller, CPA. 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.

Gregory Gonynor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC, Santander Bank, NA, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a Managed Account program and a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

Adam Silvey is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC and GW & Wade, LLC in various roles since 2012. Outside of his advisory work, he holds a part-time position as a payroll administration supervisor at Securitias USA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and other investment vehicles.

Nicholas Silva is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. He has worked with Eagle Strategies since 2014 and previously with NYLIFE Securities and New York Life Insurance Company starting in 2011. Silva serves as a board member for the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samara Wald is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD, she held roles at Cetera and Pioneer Financial Group. Outside of her advisory work, she serves as an independent contractor in pet care for A Place for Rover, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a range of TD Managed Portfolios combined with affiliated and third-party sub-managers to construct client portfolios.

Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

John Piantedosi is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Fidelity in various advisory roles. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a mix of internally managed and third-party strategies with a primarily long-term investment approach.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and five years of industry experience. She has worked at Bankers Life Securities since 2020 and Bankers Life and Casualty since 2018. Outside of advisory work, she serves as a Unit Field Trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities, while being part of the CNO Financial Group family.

Leroy Millet is a financial advisor with Commonwealth Financial Network in Bolton, MA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2005. Millet is also involved in fixed insurance sales as an agent conducted from the branch office. 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 support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider for affiliated advisors.