William Mack is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at Eaton Vance Distributors, Inc. and Eaton Vance Management for a combined total of seven years. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and various investment strategies across managed and held-away assets, while leveraging an extensive network of affiliated service companies and product relationships.

Russell Dolan is a financial advisor with Bankers Life Advisory Services, Inc. in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty since 1999. Outside of his advisory work, he is an equity owner in a winery, Napa Custom Crush LLC d/b/a The Caves at Soda Canyon. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Andrew Phillips is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Commonwealth since 2016. 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 managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options combined with comprehensive trading and reporting services.

John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Shaun Griffin is a financial advisor at Commonwealth Financial Network with a Series 66 designation and six years of industry experience. Prior to joining Commonwealth, he worked at JP Morgan Chase & Co and held various roles outside the financial sector. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Louis Orsatti is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at David Keefe and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis.

Cigdem Sonmez is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has been with TIAA and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm combines point-in-time planning with ongoing discretionary portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Matthew Stys is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2017. Prior to joining Commonwealth, he worked at Hampshire Country School for one year. 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 managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Yan Katz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company, and Metro Advisory Group. Katz serves on the board of the Bulfinch Charitable Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services with a range of proprietary and third-party investment programs.

David Miller is a financial advisor at Eagle Strategies (NY Life) with a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies and related New York Life affiliates in 2024, he worked for Optima Global Search for 23 years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

John Reeder is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board and as treasurer of a condominium association and co-hosts a podcast interviewing CPAs about client services. Park Avenue Securities serves a diverse retail client base with brokerage, advisory, and financial planning services. The firm offers proprietary and third-party investment strategies, supporting a range of account types and integrated solutions.

David Smith is a financial advisor at TIAA-CREF with 15 years of industry experience and holds Series 63 and Series 66 designations. His prior roles include positions at Citizens Securities, Santander Bank and Securities, Strategic Advisers, and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Dorian Carbunari is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and 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, supported by operations, trading, technology, investment management, compliance, and practice-management resources.

Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Infinex Investments, Inc. and Monson Savings Bank before joining Private Advisor Group and LPL Financial in 2018. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and supporting held-away account management through technology partnerships.

John Gerry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Before joining Commonwealth in 2022, he worked in various roles including at CVS Pharmacy and ScribeAmerica, and attended the University of Miami from 2014 to 2018. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and a range of advisory programs.

Alexia Teixeira is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Savant Wealth Management. She previously worked at Heritage Financial Services and Britt & Company CPA, and has a background that includes time at Bentley University and involvement with Vana Mart. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Maria Giampietro is a CFP® with five years of industry experience, currently advising clients through Commonwealth Financial Network. Her prior experience includes roles at James N. Ball & Company, Thrivent Financial, and Summit Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support, providing a comprehensive platform for both individual and institutional clients.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Davin Sweeney is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2023. His prior experience includes time at St. Lawrence University and Xaverian Brothers High School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions such as discretionary model portfolios, personalized indexing with tax harvesting, and multiple program structures tailored to advisor and client needs.