Frank Censullo is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2019, following a seven-year tenure at Lexington Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Dustin Cidorowich is a financial advisor at Commonwealth Financial Network with one year of industry experience. He has previously worked at Core Wealth Advisory and R.W. Roge & Company, Inc., and spent fourteen years at Electric Insurance Company. He holds Series 63 and Series 65 licenses. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Costello is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and previously worked at Pediatrics West P.C. for five years before joining Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Owen Flanagan is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and previously worked at MFS Fund Distributors, Inc. for seven years before joining Commonwealth in 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, managing roughly $212.7 billion in client assets.

Shane Coen is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, having worked at firms including Park Avenue Securities and O'Brien Wealth Partners, LLC. Coen’s background also includes roles outside finance, such as positions at Sigilon Therapeutics and Northeastern University. Park Avenue Securities, a wholly owned 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 range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Laurie Ingwersen is a CFP® with 26 years of industry experience currently with Allworth Financial, L.P. She has held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and The Harvest Group Wealth Management, LLC, among others. Allworth Financial serves individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative investment analysis and offers various model and specialist portfolio strategies.

Elizabeth Malgari is a CFP® professional with five years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors, LLC. She has previously worked at CWM, LLC and Abaris Financial Group. Outside of her advisory role, she owns E. Malgari LLC, a self-directed IRA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor and client needs.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Bodio Jr. is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company, Inc. from 1996 to 2024 before joining The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Alison Wilcox is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and five years of industry experience. She has worked at Commonwealth since 2019 and was previously with Axial Financial Group and Doble LeBranti Financial Group. 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 over $200 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and back-office services.

Evan Pappazisis is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, following two years at National Regulatory Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering a variety of discretionary model portfolios and program structures.

Andrew Kitchings is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at Commonwealth since 2014 and previously spent five years at LPL Financial. 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 offers managed-account programs, access to third-party asset managers, retirement and plan consulting, as well as custody and clearing services.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Susan Schlindwein is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial and Integrated Wealth Concepts since 2017 and previously operated Susan M. Schlindwein CPA LLC, a CPA practice she founded. Outside of advisory work, she maintains involvement with her CPA firm and related affiliate programs. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a combination of internal management and third-party oversight.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles including mutual funds, ETFs, individual securities, and private funds.

Matthew Bonsall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His career includes roles with Integrated Wealth Concepts since 2017 and Lincoln Financial Advisors from 2015 to 2017. Bonsall provides administrative support within Integrated Wealth Concepts as a separate business activity. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a large network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a variety of model and wrap-fee options.

John Conte is a CFP® with 23 years of experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2013. Conte also owns Oliver Capital Management, a multi-line insurance and financial planning business. Hornor, Townsend & Kent serves a broad range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides advisory programs, financial planning, and retirement consulting, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.

Wei Li is a financial advisor with Transamerica Financial Advisors holding a Series 63 designation and eight years of industry experience. In addition to his advisory role, he is a partner at Bilingual CPA Group LLC, providing accounting, tax, and insurance services. He also serves as Chief Financial Officer of FPM LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios on discretionary and non-discretionary platforms.