Stuart Weier Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network in Norwell, MA. He has been operating Weier Financial since 1999 and has maintained a concurrent relationship with Commonwealth Equity Services, Inc. throughout that time. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Eagle Strategies since 2023 and has longstanding ties to New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he is a member of the Satuit Boat Club, a nonprofit organization in Scituate, MA. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a variety of advisory services such as financial planning, investment management, and retirement plan consulting, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. 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 across multiple program types and manages the majority of its assets on a non-discretionary basis.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Joseph Cahill is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the ChFC® designation and has been with Commonwealth since 2013. Cahill also owns and operates Joseph Cahill & Associates, Inc., which includes tax preparation services and a developing restaurant and hospitality business in Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and back-office support, allowing advisors discretion to construct portfolios from a broad range of securities and insurance products.

Colleen Maimaron is a financial advisor with Commonwealth Financial Network, holding eight years of industry experience. She has been involved with Gone To Tennis, Inc. since 2011. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm acts as a back-office and platform provider, supporting advisors with operations, trading, technology, compliance, and practice management.

Garrett Forsberg is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2019, with prior experience at GWFS Equities Inc. Forsberg also engages in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, 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 and a mix of internal and third-party management strategies.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Mark Forsberg is a financial advisor with Commonwealth Financial Network in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1998 and Canada Life Of America Financial Service since 1993. Forsberg is also president and sole shareholder of Forsberg Insurance Planning, Inc., an entity focused on insurance and securities. 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 managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

Clifford Westberg Jr. is a CFP® professional with 32 years of industry experience. He has been with Commonwealth Financial Network and Integrity Financial Management since 2003. He is co-owner and president of With Integrity Operations, LLC, an entity that manages branch expenses and income from sub-leasing, which is not investment related. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, compliance, and practice-management services. The firm offers various advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Creative Wealth Solutions and Insurance Services, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, Hughes volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves on the board of South Shore Young Professionals, assisting with the interview process for the Grant Committee. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs, emphasizing fiduciary responsibilities and a predominantly non-discretionary asset management approach.

Amy Mohan is a CFP® with 12 years of experience in financial advising. She is currently with Ameritas Advisory Services, LLC and has prior work history at Ameriprise and UBS Financial Services. Mohan is also engaged in financial planning activities through Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Ross Deluca is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Bluestone Bank, Infinex Investments, Equitable Advisors, and Securities America, among others. Outside of his advisory work, he serves as a part-time senior instructor in the Communication department at Bridgewater State University and is Treasurer and a volunteer with the Brockton Symphony Orchestra. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model, delegating investment management to its representatives while providing firm supervision, and offers access to alternative investments, lending solutions, and customized advisory services.

John Grimes is a financial advisor with Commonwealth Financial Network in Plymouth, MA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining Commonwealth in 2025, he worked at Retirement Wealth Advisors Inc. for eight years and Nicholas Financial for 28 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 offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by comprehensive operations, trading, technology, and compliance resources.

Brett Peroni is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit that raises funds for children with learning disabilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

James Quinlan Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Integrity Wealth Management and Commonwealth Financial Network since 2014, with prior experience at LPL Financial, TD Wealth Management Services, Cetera Investment Services, Manulife Investment Management, and John Hancock Investment Management. Outside of advisory roles, Quinlan is the owner and president of Top Hat Advisory Services, Inc., and he also operates a homemade crafted pen business. 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 their clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors with a range of investment options and back-office services.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Pamela Basse is a Certified Financial Planner® (CFP®) with 28 years of industry experience. She has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC, where she has been active since 2008. Basse serves on the board of Be Inspired Together, a nonprofit focused on fundraising and providing mental health services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides comprehensive services such as plan design, compliance, fiduciary consulting, and investment management, serving large clients including sovereign wealth funds.

Justin Walsh is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, Cambridge Investment Research, and Northern Lights Distributors, among others. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.