Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at M&T Bank and New York Life Insurance Company. Outside of financial advising, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Heather Crews is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and previously worked for CLERAC, LLC DBA Enterprise Rent-A-Car for 19 years. 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, trading, technology, compliance, and practice management.

Benjamin Halpern is a Certified Financial Planner® with 25 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, MassMutual, TIAA, LPL Financial, and Cetera Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their planning approach.

Joseph O'Loughlin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 designations. He has 40 years of industry experience, including prior roles at LPL Financial, Wells Fargo Clearing Service, Oppenheimer, Credit Suisse Securities, and Merrill. 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, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

Sangita Rousseau is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company since 2007. Rousseau serves on the board of The Bulfinch Group Charitable Foundation. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, businesses, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Eric Kellar is a financial advisor at Valic Financial Advisors with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Valic in 2026, he worked at firms including AllSourcePPS, Inc., NORC at the University of Chicago, and Integrated Resources, Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using a technology-driven platform, supported by a large network of advisors.

Robert Shoff is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 66 and Series 63 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he owns a rental property listed on Airbnb. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Stackland Winterer is a CFP® with 26 years of experience in the financial services industry. She has worked at Farther since 2025, following sixteen years at Commonwealth Financial Network and two years at Ameriprise. She is also owner of E3 Financial Planning, LLC, an insurance and financial planning business. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Donald Cohen is a financial advisor with Commonwealth Financial Network, holding 14 years of industry experience. He has been associated with Abrams Little-Gill Loberfeld PC since 1987. 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 advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Brian De Acetis is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the CFP® certification and the Series 66 license. His prior roles include three years at Lincoln Financial Advisors and a variety of positions outside financial services, including work at United Parcel Service and Jacobs Tree Service. 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 a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Mary Stockton is a CFP® and ChFC® with 28 years of experience in the financial services industry. She is currently with Eagle Strategies (NY Life) and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Stockton also owns Stockton Financial and Insurance Services, through which she conducts business outside of her advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.

Justin Catalano is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, operating under a fiduciary standard with a range of model and customized portfolio options.

Thomas Harmon is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Park Avenue Securities and the Bulfinch Group. Harmon serves on the board of directors for The Bulfinch Group Charitable Foundation, focusing on fundraising and grant-making activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products and alternative investments.

Michael Burke is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc and Principal Life Insurance Company since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kenzie Ferris is a Certified Financial Planner® at Savant Wealth Management with nine years of industry experience. She previously worked for Heritage Financial Services for sixteen years before joining Savant in 2026. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates supported by affiliated accounting, legal, and trust service entities.

Jeffrey Varsa is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding a Series 66 designation and 25 years of industry experience. He has operated The VARSA Group, LLC since 2010 and has been affiliated with New York Life and Nylife Securities LLC since 2003. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Thomas Crutchfield is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2012. He also works as a consultant, a role he has held since 2009. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and comprehensive back-office services including operations, trading, compliance, and technology. The firm offers a variety of investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Tom Mongare is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has prior experience in healthcare, working at Express Healthcare since 2018 and Paramount Healthcare Services from 2014 to 2018. He joined Transamerica Financial Advisors and World Financial Group Insurance Agency in 2026. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment programs.

Rachel Barker is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 65 designation and has previously worked at Carson Wealth Boston, Kestra Financial, Inc., and TEAM Wealth Planning and Management. Outside of her advisory role, she is a partner at Windy Ridge Farm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a broad range of advisory programs and operational support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

Stephen Hollingsworth is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services Advisors Inc. for 15 years. Outside of his advisory work, he serves as treasurer of a high school football club and is an agent selling group life and disability insurance to law enforcement through Adele Financial Services, LLC. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integrated operational tools.