Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Scott Lomes is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, focusing on business development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Arik Schechet is a CFP® with 16 years of industry experience, currently serving at Savant Wealth Management since 2025. His prior roles include positions at Foreside Fund Services, LLC and Wellesley Investment Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated legal, accounting, and trust service affiliates.

Caroline Knights is a CFP®-certified financial advisor with four years of industry experience. She is currently affiliated with Commonwealth Financial Network and Boston Wealth Strategies, having held roles at both firms since 2020. Prior to her financial career, she worked in education and participated in a Fulbright program. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

William Berry is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has been involved with Wealth Planning Resources LLC since 2013 and serves as owner and president of William Berry Financial Planning, Inc. 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, access to third-party asset managers, retirement consulting, and custody services.

Whitney Johnson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 65 registrations and 15 years of industry experience. Prior to joining Commonwealth in 2014, Whitney worked at J. W. Cole Advisors, Inc. and Financial Advisers Of America, LLC. In 2026, Whitney began working with LPL Financial. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Joshua Snell is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Sherwin Williams. Outside of financial advising, he has worked as a customer service associate for Sherwin Williams. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides a platform that includes operations, trading, technology, investment management, compliance, and practice-management resources.

Richard Kahn is a financial advisor with Hightower Advisors holding a Series 65 license and 25 years of industry experience. Before joining Hightower in 2020, he worked at Argent Wealth Management, Inc. and LLC from 1999 to 2020. Outside of financial advising, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Vincent Saccone Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Guardian Life and its affiliate Park Avenue Securities since 2016. In addition to his advisory role, he occasionally sells insurance products outside of Guardian when appropriate for clients. He is part of Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage and investment advisory services.

Christopher Mitchell is a financial advisor with Commonwealth Financial Network in Medway, MA. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Commonwealth Financial Network. 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 offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Geoffrey Skowronek is a CFP® and ChFC® with seven years of industry experience. He currently works at CWM, LLC and Boston Retirement Group, having previously been employed at Commonwealth Financial Network, AXA Advisors, LLC, and Kforce. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, employing a discretionary investment approach that incorporates model portfolios, multiple analytical methods, and third-party sub-advisors.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Zvi Shtifter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked with Park Avenue Securities since 2003 and Guardian Life Insurance Co since 2002, and he is also involved with R.Z. Partnership, a business he has been part of since 1998. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Colin Pierce is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brian Wolff is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Paychex, Brooklyn Boulders, Lyft, CBRE Group Inc, and Barclays Capital Inc. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management services, offering a range of discretionary and customized investment solutions.

Brian Brelinsky is a financial advisor with Commonwealth Financial Network in Stoneham, MA. He holds a Series 66 designation and has 24 years of industry experience, including 21 years at Commonwealth Financial. 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, and supports affiliated advisors with operations, trading, technology, and compliance.

Patricia Garner is a CFP® and holds a Series 66 license with 19 years of industry experience. She is currently with CWM, LLC and previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council, a nonprofit organization that collaborates with the community to create opportunities. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors serving individuals, families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan services through discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.