Jonathan Neipris is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 11 years of industry experience. He has been with Commonwealth since 2014. 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 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, and back-office services.

Alexander Guccione is a financial advisor with Empower Advisory Group in Canton, MA, holding Series 66 and Series 63 designations and two years of industry experience. His career includes roles at Empower Financial Services and Human Interest, as well as three years at John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor count.

Michael Mcdermott is a Series 66 licensed financial advisor with over 14 years of industry experience. He has been with Commonwealth Financial Network since 2011 and joined LPL Financial LLC 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 about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Evan Banks is a CFP® with 25 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2000 and 2001 respectively. He serves as a trustee for family trusts, a role that involves oversight responsibilities outside of his advisory work. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting through advisor-led discretionary management combined with model-based strategies, leveraging proprietary and third-party platforms.

John Matuszewski is a financial advisor at Guardian Life with a Series 66 designation and recent experience at Park Avenue Securities and Guardian Life Insurance Company. He has held roles at several firms and organizations since 2020, including Northeast Financial Network and Kennebunkport Marina. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, with access to proprietary programs and third-party solutions.

James Kaufman is a financial advisor with Commonwealth Financial Network in Dedham, MA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. He has worked at Federal Hill Investment Services and Commonwealth Financial Network since 1991. Outside of advising, he is the sole proprietor of Dedham Pottery, an antique pottery business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Michael Nichols is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63, 65, and 66 licenses and possessing 11 years of industry experience. He has worked at Eagle Strategies since 2021 and with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Outside of his advisory role, Nichols volunteers with Family Promise Metrowest and serves as Treasurer for the BNI Ultimate Success networking group. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm offers tailored advisory solutions across individual investors, institutional plans, and charitable clients, with a focus on non-discretionary asset management and integrated insurance product offerings.

Scott Macdonald is a financial advisor with Eagle Strategies (NY Life) based in Dedham, MA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Eagle Strategies in 2009, he has been associated with New York Life and Nylife Securities since 1997 and owns MacDonald Insurance and Financial Services. Outside of his advisory work, he volunteers as an assistant coach for youth hockey teams. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm offers multiple program types and emphasizes tailored advice, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Stephanie Casey is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Citizens Securities Inc. and Citizens Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of portfolio management options under a fiduciary standard and acts as adviser to a donor-advised fund.

Daniel Lautenschlager is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has six years of industry experience, including prior roles at Citizens Financial Group and LPL 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as mutual funds, ETFs, and alternative investments.

James Leahey is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 26 years of industry experience. He has worked at Commonwealth since 2008 and previously was with Opus Investment Management, Inc. from 2004 to 2006. In 2026, he joined LPL 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 $210 billion in client assets. The firm offers a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Lauren Higgins is a CFP® professional with 16 years of industry experience. She joined Mercer Global Advisors Inc. in 2025 after spending 19 years at O'Brien Wealth Partners LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost funds, separate accounts, and private funds, supported by educational content and integrated service lines.

Ryan Conant is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc., Baystate Financial, and LPL Financial among others. 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, utilizing customized portfolios and a combination of internal and third-party management.

Timothy McMaster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years at the firm. He has six years of industry experience and previously worked at Bentley University for four years. 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 comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Samuel Niro is a financial advisor at Commonwealth Financial Network with a Series 66 designation. He has been with Commonwealth since 2024. Prior to this, he held positions at Blackstone Valley Naturals LLC., Home Depot, and Knapik Law Office. 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, access to third-party asset managers, and custody services.

Yina Bae is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. She has worked at Guardian Life and its subsidiary Park Avenue Securities and previously at Cadaret Grant & Co., Inc. Outside of her advisory role, she volunteers with the International Institute of Buffalo as a Korean-to-English interpreter and provides tax preparation assistance for low- to moderately low-income households through the Boston Tax Help Coalition. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing a range of financial planning and consulting services tailored to client needs.