John Quinn is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Daniel Ball is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at Ball Financial Services and Commonwealth Equity Services, Inc. since 1987. Outside of his advisory role, he is a corporator for Avidia Bank and co-owner of private entities involved in commercial real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management services, while offering a range of investment programs including discretionary model portfolios and personalized indexing options.

Robert Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA. He holds the CFP® designation and has 37 years of industry experience. Hoey has led Hoey Wealth Management since 1999 and previously worked at Marsh Kemp Insurance for over three decades. Outside of his advisory work, he serves as a football coach at Auburn High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services including trading and reporting.

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.

Paul Verderese is a CFP® professional affiliated with Commonwealth Financial Network, with 43 years of industry experience. He has operated Verderese Financial since 2008 alongside his role at Commonwealth. 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 provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody/clearing services.

Sunshine Marsh is a Series 66-licensed financial advisor at Commonwealth Financial Network with two years of industry experience. Prior to rejoining Commonwealth in 2025, Marsh worked at Bartholomew & Company, Inc. from 2019 to 2025 and at Newton Financial from 2008 to 2019. 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, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Charles Manoog is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Kestra Investment Services since 2007. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Kevin Lewis is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and one year of industry experience. Prior to joining Commonwealth, he worked at PricewaterhouseCoopers (PwC) Advisory Services LLC from 2011 to 2024. 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 discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to offer customized advice under Commonwealth’s supervision.

Megan Berkowitz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Her career includes roles at Commonwealth Financial Network and James N Ball & Company. Outside of advising, she is involved as a scale house operator for Tom Berkowitz Trucking. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through both internally managed models and external platforms.

Moira Moynihan Manoog is a CFP® with 32 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. She has worked with Kestra since 2016 and has been affiliated with Kestra Investment Services and the James J. Moynihan Insurance Agency for over two decades. Outside of her advisory role, she is president of the Westwood Hills Improvement Association and serves as the Zone I Awards Chair for the Garden Club of America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and supports recommended investments through due diligence on performance, fees, and management.

Brendan Mulhearn is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has prior experience at Constitution Capital Partners and Ernst & Young. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and an open-architecture selection process focused on asset allocation and manager due diligence.

Philip Mailloux is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and has been with Commonwealth and Larson, Potter, Stratton & Cote since 2023. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Brady Dow is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior experience at Midstate Wealth Management and in residence life at Worcester State University. 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 their clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Peter Cardoza is a financial advisor with Commonwealth Financial Network and CSR Financial Services, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Commonwealth since 1999 and CSR Financial Services since 2000. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering managed model portfolios and customized investment solutions.

Michael Canfield is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He spends a small portion of his time engaged in fixed insurance sales. 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 provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Hoey is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Commonwealth Financial Network since 2020, with prior roles at Jackson National Life Distributors and John Hancock. 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 services, including custom and model portfolios, supported by comprehensive operations, trading, technology, and compliance platforms.

Ashley Rieser is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Moneta Group Investment Advisors, LLC since 2022 and previously held roles at Saxony Capital Management and Saxony Securities. Rieser holds a Series 66 license and is based in Worcester, MA. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies alongside niche services such as planning for professional and developing athletes.

John Potter is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds a Series 63 designation and has worked at Larson, Potter, Stratton & Cote Financial since 2018, in addition to his ongoing role at Commonwealth Financial Network since 2014. Outside of his advisory work, he is the owner of Potter Wealth Management, Inc. 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 services. The firm offers support in operations, trading, technology, investment management, compliance, and practice management, while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Jennifer Tivnan is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2021. Prior to that, she was affiliated with James N. Ball & Company beginning in 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.