Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Dmi, First American Insurance Underwriters, Ameritas Investment Corp, and Symetra Securities Inc. Outside of his advisory work, he is involved in the resale of New England Patriots season tickets. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and offers operational, trading, technology, and compliance support to affiliated advisors.

John Podleski is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Angelo Planning Group. His prior experience includes a 14-year tenure at American Portfolios Financial Services, Inc. Outside of advisory work, he is involved in tax preparation through his CPA practice in Rochester, NY. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. 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 roughly $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 consulting, and custody services.

Tyler Santilli is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments and has held various roles including community involvement with organizations such as Old's Irish Social Club and the North Kingston Chamber of Commerce. Voya Financial Advisors, Inc. serves individual clients across wealth segments, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various account programs, and brokerage and insurance product distribution, delivering advice through a combination of affiliated and third-party strategies.

Matthew Skelly is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Blue Line Financial, LLC and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis.

Sarah Morey is a financial advisor with Oppenheimer in Boston, MA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Oppenheimer, she worked at Case in Point Inc. and held various roles including positions at Saint Anselm College and the Massachusetts State House. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with investment approaches that include strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, fixed-income, and equity strategies.

Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Leon Martin Jr. is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life Insurance Co. since 2002 and has served as an investment adviser representative at Atlantic Planning Group since 2017. Martin also operates under the name Atlantic Planning Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Timothy Libby is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He operates Real Financial Strategies & Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and works extensively with both retail and institutional investors within the integrated New York Life affiliate structure.

Carson Mccusker is a financial advisor at Oppenheimer with Series 65 and Series 63 designations and three years of industry experience. He previously worked at OSAIC and SagePoint Financial, Inc. before joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Rachael Macedo is a financial advisor at Commonwealth Financial Network with six years of industry experience. She has worked at Caras & Shulman PC and PwC since 2012 and 2011, respectively. 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 operational support, including wealth management and retirement plan consulting, while allowing advisors discretion in portfolio construction supported by its Investment Management and Research team.

Brian Regan is a CFA® charterholder with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2024. Prior to that, he worked at Asset Management Resources, LLC and Winter Harbor, LLC. Outside of his advisory work, he manages a rental property in Wellfleet, MA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Tyler Murphy is a financial advisor with Focus Partners Wealth, LLC in Boston, MA, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His career includes three years at Monument Group Wealth Advisors, LLC prior to joining Focus Partners Wealth in 2017. Focus Partners Wealth serves a diverse range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis, and offers a broad suite of wealth management and advisory services alongside affiliated service companies and specialized product relationships.

Anneka Brown is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2020, following roles at CUSO Financial Services, LP, MassMutual, and Copa Vida. 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 clients. The firm provides an adviser-support platform that includes managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Brendan Donaghey is a financial advisor at Principal Financial Services with a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., and Equitable Advisors LLC. Outside of his advisory work, he serves as a referee at sporting events in Boston. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Benjamin Duchano is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, along with multiple roles at Citizens Bank and Citizens Securities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and access to pooled investment vehicles and private funds.

Kevin Breen is a CFA® charterholder with 26 years of industry experience. He has been with Goldman Sachs Wealth Services since 2005, spanning 21 years in his current role based in Boston, MA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management integrated with specialized offerings such as Private Family Office services and Executive Wealth programs, utilizing proprietary research, model strategies, and a range of platform options.

Joseph Waters Jr. is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for Heritage Financial Services, LLC for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.