Richard Allred is a CFP®, CFA®, and Series 66-designated financial advisor with 20 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Core Wealth Advisory since 2021. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm provides comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody and clearing services.

Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Robert Fantozzi is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Oppenheimer since 2018 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies to meet client objectives.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., TD Private Client Wealth LLC, and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

Sarah Newell is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Hingham, MA. She is co-owner of Longtide Financial Partners, a private entity engaged in securities, advisory, and insurance business. Her career includes multiple tenures at Commonwealth Financial Network and Samuel Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized indexing options, and various managed account solutions while supporting advisors with operations, compliance, and technology services.

Alexander Mac Isaac is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at SageView Advisory Group, Sandy Cove Advisors, Bank of New York Mellon, and Quantech Services Inc. His career includes six years at Bank of New York Mellon prior to transitioning into advisory roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Lori Deane is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Focus Partners Wealth, LLC since 2025 and previously worked at The Colony Group, LLC for 14 years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing enhanced open architecture, and offers a broad spectrum of wealth management, advisory, and fiduciary services.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Andrew Wood is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Bank, and Martignetti Companies prior to his current role. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Angela Musi is a financial advisor with Integrated Wealth Concepts LLC and holds CPA credentials. She has 37 years of experience as a CPA through her own firm and has been with Integrated Wealth Concepts since 2025. Outside of advising, she owns a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with a long-term approach and sponsors various wrap-fee programs, combining enterprise scale with model and wrap options.

Alexander Martin is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Corient in Boston, MA. He has prior experience at Eaton Vance WaterOak Advisors, where he worked for fourteen years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that incorporates both in-house and third-party strategies, with continuous portfolio monitoring and risk management.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, 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. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Thomas Anderson is a CFA® charterholder and Series 63 registered advisor with 11 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2023. Prior to that, he spent nine years at SVB Wealth LLC (formerly Boston Private Wealth LLC). CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves customized portfolio management supported by an internal investment team, multiple governance committees, and a combination of proprietary and external strategies, including options hedges and structured notes.

Kathleen Kuhn is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Wesley Pratt is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. His background includes various roles related to maritime clubs and marina management. Voya Financial Advisors serves a diverse clientele, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures. The firm emphasizes recommendation-based advice delivered mainly through non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Bernard Sandford is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Coburn & Meredith Inc for nine years and has been with Integrated Wealth Concepts and LPL Financial since 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Preston Wong is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Wong attended Northeastern University from 2020 to 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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, and offers a variety of specialized investment programs and financial services.

Jonathan Bouvier is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott LLC. His background also includes roles in education and communications. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.