Joanna Long is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Vantage Point Financial, LLC and Professional Staffing Group. 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.

Amy Kitson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2011 and LPL Financial LLC since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm manages about $212.7 billion in client assets and offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Elizabeth Mara is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she spent eight years at Harvest Wealth Management. 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 provides a broad adviser-support platform offering managed-account programs, access to third-party asset managers, and custody services.

Robert Swanke is a CFA® charterholder with 14 years of experience at Commonwealth Financial Network, where he has worked since 2012. He is based in Waltham, MA. 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 back-office support, including investment management, technology, compliance, and practice-management services.

Philip Crawford Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citizens Securities in two separate periods since 2015. He also has experience at Clarfeld beginning in 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kevin Catineau is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 27 years of industry experience. His work history includes roles at GWFS Equities, MassMutual, and Citizens Securities. Outside of finance, he works on the greens crew at the Woodland Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services that combine financial planning and managed account solutions linked to Empower’s recordkeeping platforms.

Joseph Stronach is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previously worked at Curry College as well as in various roles outside the financial industry, including positions at Lamberts Rainbow Market and Green Harbor Lobster Pound. 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, while providing operations, compliance, and investment management resources to affiliated advisors.

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

Neal Karelitz is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

James Wolfson is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 credentials and bringing 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MassMutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. He is also an insurance agent specializing in individual life, health, and group health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and offers a range of specialized planning programs.

Marcos Lopez Perez is a financial advisor with LPL Financial in Brookline, MA, holding CFP® and ChFC® designations and 11 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Karim Attar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ financial goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Karim holds a Bachelor’s Degree from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. As a qualified Portfolio Manager, he provides both traditional advice and portfolio management services, including discretionary management of customized investment strategies that may involve individual securities, Merrill model portfolios, and third-party investment options. In addition to his professional work, Karim participates in community volunteer activities consistent with Merrill’s tradition of community service. He enjoys cooking, golfing, spending time with his family, and watching movies.

David Fivek is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials and with 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as Citigroup Global Markets since 2001. His other business activities include serving as a trustee in estate administration and investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Christian Crays is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AXA Advisors, Northwestern Mutual, and First Home Mortgage. Outside of finance, he was involved with Burtons Grill and Bar for six years. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of programs without sponsoring its own wrap fee program.

Raymond Jarvis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2008, including Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach supported by centralized operational and supervisory functions.

Tyson Lashley is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Ameriprise for 10 years before joining Raymond James Financial Services Advisors Inc. in 2025. Lashley is also involved with North Atlantic Investment Partners, LLC in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, with capabilities in municipal advisory and specialized retirement plan consulting.

Dale Lavelle Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at North Atlantic Investment Partners, Raymond James Financial Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Jaclyn Claus is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent four years at Boston Private Wealth LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Eugene Clark V is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2019. He also serves in the U.S. Air National Guard, a role he has held since 1999. Morgan Stanley Wealth Management provides advisory and brokerage services to both individuals and institutional clients, offering comprehensive financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of programs including tailored planning and estate strategies.

Raymond Pedrick is a CFP® with 10 years of industry experience currently advising at Mass Mutual Investors Services. He has worked at MML Investors Services, LLC since 2017 and has prior experience at MetLife Securities Inc. In addition to his advisory role, Pedrick is an insurance broker specializing in health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, annual financial planning engagements using accredited software tools.