Christina Mccalla is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Waltham, MA. She has 25 years of industry experience and has been with Commonwealth since 2010. Outside of her advisory role, she serves as treasurer for a local political campaign and has worked in various catering positions. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, including custom portfolio solutions and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering access to discretionary model portfolios and multiple program structures.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. 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, family office, and retirement plan advisory services, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income.

John Murray is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at G.W. & Wade Asset Management Company, Inc. for 22 years and The Colony Group, LLC for two years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering a mix of active and passive investment strategies within an “enhanced open architecture” framework. The firm provides comprehensive financial planning and access to private funds while maintaining several atypical relationships through affiliated entities and legacy strategies.

Susan Ahern Wiercinski is a CERTIFIED FINANCIAL PLANNER™ professional with 42 years of experience in the financial services industry. She has been with Integrated Wealth Concepts LLC since 2016 and also has experience with LPL Financial and Lincoln Financial Advisors Corporation. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a long-term investment approach alongside shorter-term trading for rebalancing and cash needs.

Jared Bishop is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. He previously worked at Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. Its advisors recommend investments but leave final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Wayne Bloom is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1989 and joined LPL Financial in 2025. 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 back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Brian Gioscio is a CFP® professional at CWM, LLC with eight years of industry experience. His prior work includes roles at Boston Retirement Group, John Hancock, and Concord Wealth Management. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach that integrates in-house investment committees, third-party sub-advisors, and customized investment tools.

Ryan Campbell is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and The Bulfinch Group. Outside of his advisory work, he serves as head coach for a high school freshman hockey team. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Kristopher Brassard is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 11 years with Eaton Vance Distributors, Inc. and Eaton Vance Management. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Andrew Keener is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has been with Commonwealth since 2018 and previously worked at the University of Massachusetts Boston from 2015 to 2018. 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 managed model portfolios.

Derenig Kostikian is a CFP® with 20 years of experience in the financial industry. He is currently with Commonwealth Financial Network, where he has worked since 2014, with a brief period at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. from 2022 to 2023 before returning to Commonwealth in 2023. 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 comprehensive operations, trading, technology, and compliance platforms.

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.

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.

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.