Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. 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 extensive operations, technology, and compliance infrastructure.

Tara Verbeek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has been with Commonwealth Financial Network since 2011. 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 variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

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.

Joshua Benet is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and is a 50% owner and manager of Harvest Wealth Management, where he has been active since 2009. His work history includes two separate tenures at Commonwealth Financial Network totaling 16 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including investment management, compliance, and practice management. The firm offers access to diverse investment products and discretionary model portfolios, positioning itself as a platform and operations provider for affiliated advisors.

Matthew Ryan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for nearly two decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private and registered funds, and legacy programs from merged teams.

James Whiteman 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 2008. 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, while supporting affiliated advisors with operations, technology, investment management, and compliance.

Daniel Tinsley is a financial advisor with Commonwealth Financial Network in Marlborough, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Commonwealth since 2016. Outside of advising, he serves as a corporator and ambassador for Bay State Savings Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Lindsy Owens is a CFP® professional with two years of industry experience. She is currently affiliated with Harvest Wealth Management, LLC and Commonwealth Financial Network, having previously worked for ThomasPartners, Inc. for ten years. 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 including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Myles Davis is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Eagle Strategies, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as an assistant coach for the Roxbury Latin Varsity Basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored solutions and offers a range of advisory programs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dillon Driscoll is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Financial Planning Solutions, LLC and Manganaro Building LLC, as well as work in education and local government. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager selection process using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Richard Zachary is a financial advisor at TIAA-CREF with 25 years of industry experience and a Series 66 designation. His career includes roles at Fidelity, E*TRADE, Nationwide Investment Services, and other financial services firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement relationships through TIAA. The firm’s model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Michael Wilson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Investment Services and Donnelly Boland & Associates. Outside of advisory services, he owns Wilson Accounting Group, LLC, which provides accounting and payroll services. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Samuel Bohmiller is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Peter Leddy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Co, and Bulfinch Group since the early 2000s. Outside of his advisory roles, he is involved in selling insurance products beyond Guardian Life offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.

Jonathan Morrill is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Trindent Consulting and Procter & Gamble. Outside of finance, he owns Pi Design Boston, a small business specializing in custom embroidery services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored advice through various program types and works extensively with retirement plans and insurance-related products.

William O Malley Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he operates Patriot Tax Service, a CPA and tax preparation business. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

Cary Geller is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Austin Litvak is a CFP® and CFA® with eight years of industry experience. He is currently with Mercer Global Advisors and previously spent six years at O’Brien Wealth Partners LLC, along with prior roles at Boston Advisors, LLC and Fidelity Investments. O’Brien Wealth Partners LLC provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm’s investment approach emphasizes capital preservation and attractive returns through diversified asset allocation, using mutual funds, ETFs, and occasionally interval funds, emerging markets, and ESG-focused investments.

John Hagberg is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Benjamin Mander is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Beacon Pointe, he held various roles at Boston College, Becket-Chimney Corners YMCA, and Grace Church School. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.