Michael Hanley is an advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Kestra Advisory since 2006 and has held roles at Berkshire Equity Sales, Inc. and FMG Financial Services dating back to 1989. Outside of his advisory work, Hanley manages Oakley Properties, LLC and participates as a customer attending board meetings at Avidia Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Magdeleine Guiney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Commonwealth and Benison Financial Services, she worked at Dell Technologies, Sterling Greenery, Polar Beverages, and held roles at Bentley University and other organizations. 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 including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Steven Larson is a CFP® professional with 31 years of experience in financial advising. He is affiliated with Commonwealth Financial Network and has worked with Strategic Financial Divorce Planning and Larson, Potter, Stratton & Cote Financial since 2018. He also maintains a long-term role with Fallon Clinic and owns Larson Wealth Management, Inc. Larson holds Series 63 and Series 65 licenses and is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, technology, compliance, and investment management.

Casey Green is a financial advisor at Money Concepts Capital Corp with Series 63 and Series 65 licenses and two years of industry experience. Outside of financial services, Green is a personal trainer at Impact Fitness and owns a fitness training business. He also has roles in health insurance and snow removal. Money Concepts Advisory Service provides investment advisory and financial planning to a diverse client base, managing approximately $4.07 billion in assets through model-driven and asset-allocation approaches, including both discretionary and non-discretionary programs.

David Tinsley is a financial advisor with Commonwealth Financial Network in Marlborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Commonwealth since 2016. Outside of his advisory role, he serves as a corporator for Clinton Savings Bank. 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, operational support, and investment management services, including discretionary model portfolios and customized solutions.

Nina Bond is a CPA and CDFA affiliated with Commonwealth Financial Network. She has nine years of experience providing CPA services through her own firm, Nina D. Bond CPA CDFA PC, and previously worked at Smith Sullivan & Brown P.C. from 2013 to 2018. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Michael Farmer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC in Worcester, MA. He has previously worked at Lincoln Financial Advisors and maintains a dual affiliation with LPL Financial. Farmer serves as a board director for Bay State Savings Bank, a nonprofit organization. Integrated Wealth Concepts LLC supports individuals, families, trusts, estates, businesses, and retirement plans through independent advisors. The firm offers discretionary investment management and financial planning services, constructing customized portfolios with a long-term approach while utilizing third-party asset managers and maintaining client assets with external custodians.

Tobe Reed is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and 19 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Reed is also involved with Spector & Frisch Private Wealth Management in a non-investment capacity. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, corporations, pension plans, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Zachary Rome is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. Prior to joining Empower Financial Services, he held roles at American Answers INC, Assurance IQ, Tranzact, and Ehealth Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Mark Boldeia is a financial advisor with Commonwealth Financial Network in Leominster, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Timothy Carlson is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA. He holds a Series 66 designation and has 12 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. 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, and family office services, employing customized portfolios with a long-term investment approach and utilizing both internally managed and third-party strategies.

Charles Stratton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network since 2021, with prior roles at UBS Financial Services and Larson, Potter, Stratton & Cote Financial. 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 $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Simon Ellis is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to his current role, he has worked with Bright Future Financial, LLC, Nylife Securities, LLC, and New York Life Insurance Co. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages a fundraiser page supporting cancer awareness. 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 and offers a range of programs, with most assets managed on a non-discretionary basis, operating within the New York Life affiliate structure.

Michael Machnowski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at The Berry Group, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as Treasurer and Trustee on the board of Tower Hill Botanic Garden, where he chairs the finance and investment committee. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC in Shrewsbury, MA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, LPL Financial, M&T Bank, and Mass Health. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, combining strategic and tactical asset allocation through portfolios that utilize both affiliated and third-party sub-managers.

Nathan Goddard is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Bankers Life Advisory Services, he was involved with Goddard Consulting LLC for eight years and worked briefly at Friske's Farm Market. Outside of his advisory role, he is also a 1099 insurance agent for Bankers Life and Casualty and manages operations for a property management LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael Davis is a financial advisor with Eagle Strategies (NY Life) in Leominster, MA, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He is the owner of Bright Future Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Davis is also involved in industry advocacy as a board member and Grass Roots Co-Chair for NAIFA MA and participates in the Government Affairs Committee for the North Central MA Chamber of Commerce. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Michael Hodge is a CFP® with over 31 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network from 1999 to 2026 and with Cetera since 2026. He is also president and 50% owner of Hodge Associates, Inc., a private entity providing accounting, tax planning, securities, and fixed insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs and access to third-party asset managers, while providing custodial and clearing services.

Robert Thompson is a financial advisor with Integrated Wealth Concepts LLC and holds six years of industry experience. He has previously worked at The Patriot Financial Group and Fletcher Tilton PC. In addition to his advisory role, he is a manager and employee at Bisceglia, Steiman & Fudeman, a full-service accounting firm. 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, employing a primarily long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Gregory Stamas is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including 21 years with Park Avenue Securities and Guardian Life Insurance Company. He is also involved with Stamas Financial Group, LLC, an insurance sales business. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account features including discretionary management, alternative investments, and securities-based lending.