Elizabeth Malgari is a CFP® professional with five years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors, LLC. She has previously worked at CWM, LLC and Abaris Financial Group. Outside of her advisory role, she owns E. Malgari LLC, a self-directed IRA. 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 adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor and client needs.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory 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.

Robert Bodio Jr. is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company, Inc. from 1996 to 2024 before joining The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Driscoll is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services, LLC and John Hancock Investment Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities and affiliated entities offering accounting, legal, and trust services.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Carlos Nano Jr. is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles beginning in 2024, he worked at Atlantis Auto City and IFRS - Farroupilha in various capacities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Alison Wilcox is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and five years of industry experience. She has worked at Commonwealth since 2019 and was previously with Axial Financial Group and Doble LeBranti Financial Group. 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 $200 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and back-office services.

Evan Pappazisis is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, following two years at National Regulatory Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering a variety of discretionary model portfolios and program structures.

Andrew Kitchings is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at Commonwealth since 2014 and previously spent five years at 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 hundreds of thousands of clients. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, as well as custody and clearing services.

Susan Schlindwein is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial and Integrated Wealth Concepts since 2017 and previously operated Susan M. Schlindwein CPA LLC, a CPA practice she founded. Outside of advisory work, she maintains involvement with her CPA firm and related affiliate programs. 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a combination of internal management and third-party oversight.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles including mutual funds, ETFs, individual securities, and private funds.

Matthew Bonsall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His career includes roles with Integrated Wealth Concepts since 2017 and Lincoln Financial Advisors from 2015 to 2017. Bonsall provides administrative support within Integrated Wealth Concepts as a separate business activity. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a large network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a variety of model and wrap-fee options.

John Conte is a CFP® with 23 years of experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2013. Conte also owns Oliver Capital Management, a multi-line insurance and financial planning business. Hornor, Townsend & Kent serves a broad range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides advisory programs, financial planning, and retirement consulting, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.

Wei Li is a financial advisor with Transamerica Financial Advisors holding a Series 63 designation and eight years of industry experience. In addition to his advisory role, he is a partner at Bilingual CPA Group LLC, providing accounting, tax, and insurance services. He also serves as Chief Financial Officer of FPM LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios on discretionary and non-discretionary platforms.

Peter Essele is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 and customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Kenneth Garon is a CFP® with 19 years of industry experience, currently advising clients at Commonwealth Financial Network since 2023. He previously worked at Securities America Advisors and Investacorp Advisory Services. He is also the owner of Garon Financial, where he provides tax preparation services. 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 around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed account programs, access to third-party asset managers, and custody services.

Crystal Turner is a CFA® charterholder and Series 63 licensee with three years of industry experience. She has worked with Eagle Strategies (NY Life) since 2023 and has prior experience at Nylife Securities LLC, New York Life Insurance Company, Legacy Enterprises, and Loomis Sayles. Outside of her advisory role, she is an independent contractor with Volo Boston, a coed adult social sports league. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Andrew Nickerson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has been with Commonwealth Financial Network since 2017, following a tenure at Andover Investment Advisors and a role at Bentley University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform of managed-account programs, access to third-party asset managers, and custody and clearing services, supporting both discretionary and nondiscretionary portfolio management.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of advisory work, he has served as a client relationship manager at Affinia Financial Group. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, and private investments.