Elizabeth Weaver is a financial advisor with Capital Analysts in Danvers, MA, holding a Series 66 designation and nine years of industry experience. She has worked at Lincoln Investment since 2017 and was involved with the Wellesley Scholarship Foundation from 2011 to 2020. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management with access to third-party managers and a proprietary mutual-fund screening process. The firm manages approximately $8.8 billion through a network of several hundred advisors and maintains a fiduciary approach with various portfolio customization options.

Jeremy Krol is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 22 years of industry experience and worked at Commonwealth Financial Network from 2016 to 2019 and again from 2019 to present, transitioning to LPL Financial in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jane Hood is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. She has been with Commonwealth since 2000. She holds the Series 63 designation. 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, and compliance.

Brendan Gaffney is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldman Sachs & Co. since 2016. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jack Oricoli is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at M1 Finance for six years. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based arrangements.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 credential. He has previously worked at Focus Partners Wealth, LLC, LPL Financial, and has experience in various roles outside the financial industry, including marketing and hospitality. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, and access to alternative investments. The firm emphasizes tailored asset allocation and manager selection, supported by proprietary quantitative screening and private markets expertise.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. 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 custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Dmi, First American Insurance Underwriters, Ameritas Investment Corp, and Symetra Securities Inc. Outside of his advisory work, he is involved in the resale of New England Patriots season tickets. 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 and services, including wealth management and retirement plan consulting, and offers operational, trading, technology, and compliance support to affiliated advisors.

John Podleski is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Angelo Planning Group. His prior experience includes a 14-year tenure at American Portfolios Financial Services, Inc. Outside of advisory work, he is involved in tax preparation through his CPA practice in Rochester, NY. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Tyler Santilli is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Voya, he worked at Fidelity Investments and has experience with several organizations, including Old's Irish Social Club and the North Kingston Chamber of Commerce. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Matthew Skelly is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Blue Line Financial, LLC and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis.

Sarah Morey is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2023, she worked at Case in Point Inc. and has experience in both the public and private sectors, including roles at Saint Anselm College, Natick & Framingham District Court, and the Massachusetts State House. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Leon Martin Jr. is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life Insurance Co. since 2002 and has served as an investment adviser representative at Atlantic Planning Group since 2017. Martin also operates under the name Atlantic Planning Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Timothy Libby is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He operates Real Financial Strategies & Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and works extensively with both retail and institutional investors within the integrated New York Life affiliate structure.

Carson Mccusker is a financial advisor at Oppenheimer with credentials including Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Oppenheimer in 2025, he worked at OSAIC and SagePoint Financial, Inc. Outside of his advisory career, his work history includes various roles unrelated to finance, including teaching and service positions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of discretionary and non-discretionary investment and consulting services, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Thomas Licciardello is a financial advisor at Guardian Life with 25 years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he spent over 30 years at Compass Securities Corporation. Licciardello also serves as principal of Licciardello Financial Services, an investment-related business he has operated since 1998. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Rachael Macedo is a financial advisor at Commonwealth Financial Network with six years of industry experience. She has worked at Caras & Shulman PC and PwC since 2012 and 2011, respectively. 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 operational support, including wealth management and retirement plan consulting, while allowing advisors discretion in portfolio construction supported by its Investment Management and Research team.