Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Shaun Griffin is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Before joining Commonwealth Financial Network in 2020, he worked at JP Morgan Chase & Co, Mattress Firm, Cape & Islands Kitchens, and Northeast Interiors. 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 their individual and institutional clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Louis Orsatti is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at David Keefe and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis.

Cigdem Sonmez is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has been with TIAA and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm combines point-in-time planning with ongoing discretionary portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Matthew Stys is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2017. Prior to joining Commonwealth, he worked at Hampshire Country School for one year. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Bruce Burgess is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JP Morgan Chase, Charles Schwab, and Beacon Pointe Advisors. In addition to his advisory role, he is an insurance agent involved in the sale of life and health insurance products. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, employing model portfolios overseen by an Investment Committee and offering tailored solutions including alternative investments and third-party sub-advisors.

David Smith is a financial advisor at TIAA-CREF with 15 years of industry experience and holds Series 63 and Series 66 designations. His prior roles include positions at Citizens Securities, Santander Bank and Securities, Strategic Advisers, and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Dorian Carbunari is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and with 20 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

John Gerry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Before joining Commonwealth in 2022, he worked in various roles including at CVS Pharmacy and ScribeAmerica, and attended the University of Miami from 2014 to 2018. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and a range of advisory programs.

Emily Lynch is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked primarily at Cerity Partners since 2021 and previously held positions at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm’s investment approach combines customized client profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Davin Sweeney is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial. Prior to his advisory career, he attended St. Lawrence University. 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 $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 66 designation and over 23 years of experience in the industry. Wang has been associated with Eagle Strategies since 2012 and with New York Life since 2003. Outside of advisory work, Wang owns and operates JW Insurance & Financial Services, which brokers group benefits and fixed life insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

William Marshall is a financial advisor at Oppenheimer with a Series 66 designation and experience starting in 2025. His career includes roles at Oppenheimer, Antonio's, Corrigan Financial, and positions in education and food service prior to entering the financial industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Cody Twombley is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial LLC since 2018 and was previously employed at Babson College, Minim Inc., and the University System of New Hampshire. Integrated Wealth Concepts LLC 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, and family office services, employing a long-term investment approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

David Maher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Martone Financial Group since 2006. Outside of his advisory role, he is employed in property management for a family-owned business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including customized portfolios and third-party asset manager access, while providing operational and compliance support to affiliated advisors.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.