Colin Pierce is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brian Brelinsky is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 25 years of industry experience. He has been with Commonwealth Financial since 2005. 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 individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Patricia Garner is a CFP® and holds a Series 66 license with 19 years of industry experience. She is currently with CWM, LLC and previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council, a nonprofit organization that collaborates with the community to create opportunities. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors serving individuals, families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan services through discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. 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 operations, trading, technology, investment management, and compliance services.

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.

Curtis Jones is a Series 66 licensed advisor with 25 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Infinex Investments, Inc., East Cambridge Savings Bank, IFMG Securities, Inc., and Invest Financial Corporation. Outside of advising, he serves as president of JACONN Corp., a real estate development company in which he invests personal funds. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes firm supervision and third-party manager arrangements.

Michael Shtifter is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. 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 both transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies across various account types.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Nathan Upton is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 65 designation and previously worked at Salem Advisory Group and Wandby Landing. Outside of finance, he has experience in the fitness and hospitality sectors, including roles at Quest Fitness and The Lost Fire - Grill and Bar. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment solutions.

Nelson Willard is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Fraser is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard within a vertically integrated structure.

Spencer Betts is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at LPL Financial, Bickling Financial Services, Dietz & Lynch Capital, and Purshe Kaplan Sterling Investments. Betts is a partial owner of Bickling Financial Services, Inc., where he also serves as Chief Compliance Officer and provides full-service financial planning and asset management. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and diversified portfolio construction.

Renee Lebaron is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Commonwealth since 2015. 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 managed by its Investment Management and Research team, and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Shaw Wen Yang is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also has been associated with World Financial Group since 2015. In addition to advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary management options and supports its clients with affiliated retirement and recordkeeping services.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. She previously worked at Abaris Financial Group LLC and CWM, LLC. Outside of her advisory work, she owns Abbey Henderson LLC, a life coaching business offering one-on-one sessions and workshops, and is a committee member of the Professional Advisors Leadership Council at the Community Foundation for MetroWest. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Arthur Arsenault is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Lincoln Financial Advisors. Arsenault is also a CPA and serves as treasurer on the board of the Historical Building Association and Museum in Chelsea, MA. 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, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Michael Elcock Sr. is a financial advisor with Primerica Advisors in Needham, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has a longstanding background in the insurance industry, including roles at Guardian Life Insurance Company of America and Phoenix Mutual Life Insurance Company. He serves as Vice Chair for the National PAC Committee of NAIFA, a political action committee raising funds through state NAIFA leadership. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial and retirement planning. The firm offers a variety of investment programs and platforms, managing accounts through proprietary and third-party portfolios with discretionary and non-discretionary options.

Susan Miller is a CFP®, PFS™, and holds a Series 66 license with 24 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2019 and was previously with Aurora Financial Advisors, LLC from 2002 to 2019. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.