Brian Brelinsky is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 25 years of industry experience. He has been with Commonwealth Financial since 2005. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Patricia Garner is a CFP® and Series 66-registered advisor with 19 years of industry experience. She is currently affiliated with CWM, LLC and Boston Retirement Group. Patricia serves on the board of the Greater Lawrence Community Action Council. CWM, LLC is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing access to customized indexing and alternative investments.

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.

Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. 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 back-office support, including operations, trading, technology, investment management, and compliance services.

Jennifer Tivnan is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2021. Prior to that, she was affiliated with James N. Ball & Company beginning in 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Curtis Jones is a Series 66 licensed advisor with 25 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Infinex Investments, Inc., East Cambridge Savings Bank, IFMG Securities, Inc., and Invest Financial Corporation. Outside of advising, he serves as president of JACONN Corp., a real estate development company in which he invests personal funds. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes firm supervision and third-party manager arrangements.

Michael Shtifter is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life since 2018. Prior to that, he was involved with OTD Marketing for seven years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through both discretionary and non-discretionary management, combining proprietary programs and third-party platforms.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Nathan Upton is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 65 designation and previously worked at Salem Advisory Group and Wandby Landing. Outside of finance, he has experience in the fitness and hospitality sectors, including roles at Quest Fitness and The Lost Fire - Grill and Bar. 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 support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment solutions.

Nelson Willard is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. 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 over $210 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Fraser is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard within a vertically integrated structure.

Spencer Betts is a financial advisor with Hightower Advisors in Lexington, MA, holding the CFP® designation and Series 63 license. He has 26 years of industry experience, including prior roles at LPL Financial, Purshe Kaplan Sterling Investments, and Dietz & Lynch Capital. Betts is also a partial owner of Bickling Financial Services, where he provides financial advisory services and serves as Chief Compliance Officer. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, supported by proprietary research and operational features tailored to complex portfolios.

Renee Lebaron is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has been with Commonwealth since 2015. 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 discretionary model portfolios managed by its Investment Management and Research team, and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Shaw Wen Yang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and has been involved with World Financial Group, Inc. since 2015. In addition to his advisory role, he engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. She previously worked at Abaris Financial Group LLC and CWM, LLC. Outside of her advisory work, she owns Abbey Henderson LLC, a life coaching business offering one-on-one sessions and workshops, and is a committee member of the Professional Advisors Leadership Council at the Community Foundation for MetroWest. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Arthur Arsenault is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Lincoln Financial Advisors. Arsenault is also a CPA and serves as treasurer on the board of the Historical Building Association and Museum in Chelsea, MA. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Michael Elcock Sr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life since 1996 and its related entities since 1990. Outside of his advisory role, he serves as Vice Chair for the National PAC Committee of NAIFA, supporting fundraising efforts at the state level. Guardian Life, through its Park Avenue® Wealth Management division, provides 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 and offers various planning and consulting services tailored to client needs.

Susan Miller is a CFP®, PFS™, and holds a Series 66 license with 24 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2019 and was previously with Aurora Financial Advisors, LLC from 2002 to 2019. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Drew Inglesi is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network in Needham, MA. Prior to this, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.