Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nathan Sullivan is a financial advisor at Guardian Life and affiliated with Park Avenue Securities. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Eden Advisory Services. Outside of finance, Nathan has experience working with Thundercat Sports Camps and Littleton Parks and Recreation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party 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.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to her current roles, she worked at Capital Edge Insurance & Financial Services and Fairway Group LLC. Outside of advisory work, Taylor is also appointed as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages a substantial non-discretionary asset base, operating within an integrated New York Life affiliate structure.

Ryan Leahy is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Waltham, MA. He has been with Beacon Pointe Advisors since 2023 and has prior experience at Fidelity Investments, CT Wealth Management, Providence College, Choate Rosemary Hall, and Xavier High School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a proprietary “Focus List” of independent managers and employs both active and passive asset allocation strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Spencer Plassman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he was the owner and operator of Genuine Audio Inc., a non-investment-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and nonprofit organizations. The firm offers a range of tailored wealth management solutions including discretionary and non-discretionary mandates, access to proprietary and third-party investment programs, and integrated financial planning and consulting services.

Marina Cekani is a Series 66-licensed financial advisor at Beacon Pointe Advisors, LLC with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Sensible Financial Planning and Management, LLC. She is based in Waltham, Massachusetts. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, institutions, and corporations. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes, employing both active and passive strategies.

Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Delaney is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and utilizes a technology platform from Envestnet and custody services from Pershing.

Yang Cai is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Yang has worked at Transamerica Financial Advisors since 2014 and has held roles at Linden Wealth Inc, Trawick International, International Medical Group, Inc., Wfgia, and Dentsply International. Outside of advisory work, Yang is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment programs.

Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.

Lauren Gouffault is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and two years of industry experience. She previously worked at Treadstone Wealth Advisors and took a decade-long hiatus as a stay-at-home mother prior to reentering the advisory field. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Mahesh Palriwala is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1993 and operates MKP Financial & Insurance since 2004. Outside of his advisory work, he serves as a board member of Saheli Boston, an organization supporting South Asian survivors of domestic violence. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the vast majority of assets managed on a non-discretionary basis.

David Mercadante is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Guardian Life since 2011 and Park Avenue Securities since 2016, with a brief period at Santander Bank NA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Michael Schiavi is a Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth Financial Network since 2016 and at Wealth Planning Resources LLC since 2018. 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 roughly $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 comprehensive custody and clearing services.

Stephen Tankel is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has also been the owner of the CPA firm Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios constructed with mutual funds, ETFs, individual equities, and fixed income.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Luis Raposo is a CFA® charterholder with 23 years of industry experience. He has worked at Allworth Financial since 2025, following sixteen years at Shorepoint Capital Partners and eleven years at Choate Investment Advisors. Outside of his advisory role, he manages two coffee and sandwich shops through Sunflower Partners LLC. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combined quantitative and qualitative investment approach, offering customized portfolios and a range of specialist strategies while providing comprehensive financial planning and educational resources.

Arik Schechet is a CFP® with 16 years of industry experience, currently serving at Savant Wealth Management since 2025. His prior roles include positions at Foreside Fund Services, LLC and Wellesley Investment Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated legal, accounting, and trust service affiliates.