Jennifer Siraco is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Prosperity - An EisnerAmper Company and previously held roles at Mass Mutual and Minnesota Life Insurance Company. Prior to entering the financial industry, she worked at Walnut Street Center for 18 years. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management often in partnership with third-party independent managers and technology platforms.

Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.

Daniel Taylor is a Series 65-credentialed advisor at Foundations Investment Advisors LLC with one year of industry experience. His prior roles include positions at Mahogany Advisors and Rise North Capital. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Brad Capland is a Series 66-credentialed financial advisor with 26 years of industry experience. He is affiliated with Integrated Wealth Concepts LLC since 2016 and has prior experience at LPL Financial and MetLife Securities Inc. He also operates a CPA practice providing accounting and tax services for businesses, trusts, and individuals. 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 mutual funds, ETFs, equities, and fixed income using primarily long-term strategies alongside tactical rebalancing.

Carlos Escobar is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he has experience in livestock management with Palmira Capital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Wendy Wong is a financial advisor at NewEdge Advisors with a Series 65 credential. She has previously worked at Save My Cents, CVS Health, Rue Gilt Groupe, AT Kearney, and Dartmouth College. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

David Rampello is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 35 years of industry experience. He has been with Commonwealth since 2012. In addition to his advisory role, he is involved in fixed insurance sales as an agent under the name Park View Wealth Management. 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 support services, including discretionary model portfolios and customized investment solutions, while offering operational, trading, compliance, and practice-management resources to affiliated advisors.

Philip Proulx is a financial advisor with Money Concepts Capital Corp in North Chelmsford, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Money Concepts Capital Corp since 2011 and owns Proulx Family Financial, a tax preparation and bookkeeping business. Outside of his advisory role, he is involved with CodyQ, LLC, a consulting services firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory in its investment approach.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Gail Sullivan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis along with a range of investment strategies and affiliated services.

Robert Walter is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of his advisory role, Walter serves on the boards of the NABNASSET Improvement Association and the Hannah Grace Bazemore Foundation, which supports services and programs for children. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ruslan Burshteyn is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and also operates Stowbrook Business Solutions, providing accounting services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, consulting, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a range of sponsored model and wrap-fee options.

Joseph Richmond is a financial advisor at Commonwealth Financial Network with two years of industry experience. He is also the president and owner of Joseph A Richmond CPA PC, a firm he has led since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers diverse investment solutions, including discretionary model portfolios and customizable program options.

Kenneth Johnson is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds a Series 63 designation and has been with Commonwealth Equity Services, Inc. since 1991. His outside activity includes fixed insurance sales at his branch location. 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 back-office support including operations, trading, technology, investment management, compliance, and practice-management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Geoffrey Mccarthy Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Peloton Wealth Management. He also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Thomas Wheeler is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of experience in the industry. He also owns and operates Thomas Wheeler CPA, a separate accounting practice he has managed since 1990. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, supported by a comprehensive due-diligence process and relationships with major custodians.

Clark Mc Mahon is a CFP® professional at Kayne Anderson Rudnick Investment Management, LLC with six years of industry experience. His prior roles include positions at Kestra Advisory Services, Commonwealth Financial Network, MineralTree, Vestmark, Invesco Distributors, and Eaton Vance. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its investment process across a broad range of equity and fixed-income strategies.

Robert Waskiewicz is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Financial Services and MetLife Securities Inc. 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 wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.