Charlie Kantor is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked in educational and tutoring roles at the University of Vermont and YMCA Camp Chingachgook. 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, managing around $212.7 billion in assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

Howard Gerrin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Integrated Wealth Concepts and affiliated LPL Financial since 2016. 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, consulting, and family office services, employing a primarily long-term approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

Sean Roche is a Series 66-licensed financial advisor with Commonwealth Financial Network in Waltham, MA, where he has worked for 13 years. He has a total of nine years of industry experience. 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 a broad client base. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Stephanie Rice is a Series 66–licensed financial advisor with Commonwealth Financial Network, based in Marblehead, MA. She has two years of industry experience and has worked at Commonwealth Financial Network since 2018, with prior roles including positions at ShorePoint Advisor Group, Blakely Financial, and educational institutions. 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 with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Lianne Castelli is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. She holds a Series 66 designation and has eight years of industry experience. In addition to her advisory work, she also provides pet and house sitting services. 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, and consulting services, using a combination of internal management and third-party asset managers with a focus on customized portfolios and a typically long-term investment approach.

Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory.

Ian Cole is a CFA® charterholder based in Boston, MA, with 14 years of industry experience. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.

Antoinette Russell is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Corient in Boston, MA. Her prior experience includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, Calibre Advisory Services, and Tanager Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party solutions, employing continuous portfolio monitoring and risk management tools.

Amy Cinelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Commonwealth since 2013. 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, managing about $212.7 billion in assets. The firm provides a range of managed-account programs, third-party asset manager access, and back-office support while offering various investment options including mutual funds, ETFs, and personalized indexing.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with GWFS Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

David Walsh is a CFP® professional with 31 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and services through Cornerstone Financial Group and CFGPlan, focusing on life insurance products from multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and FINRA-member broker-dealer, managing a diversified advisory platform with significant discretionary and non-discretionary assets under management.

Philip Davis is a financial advisor with Commonwealth Financial Network based in Boston, MA, holding 15 years of industry experience. He has been associated with Kauffman and Davis PC since 1982. 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 provides adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Wendy Aimola is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member for Charley's Angels Pet Initiative, a charitable organization that collects and distributes pet food and supplies to those in need. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional plans, and charitable organizations. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristin Bowser is a Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. She previously worked at Prio Wealth LP for three years and BNY Mellon for eight years. Based in Boston, MA, she joined Cerity Partners in 2025. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary screening, manager selection, and access to alternative and private market solutions.

Thomas Banks is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds the Series 66 designation and has 11 years of industry experience, including 12 years with Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base that includes individual and institutional investors. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including mutual funds, ETFs, and personalized indexing.

Daniel Linnehan is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Citizens Securities, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s internal research and standard models, with trades executed only upon client authorization.

Ajay Narang is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He also has over 20 years of experience as a CPA at Robert A. Cooper CPA PC. 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 services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income.

Chloe Green is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked at Bucknell Center for Career Advancement and Bucknell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams tailor plans using strategic allocation models and manager selections, supported by proprietary research and tools within the broader Goldman Sachs ecosystem.

Samuel Rich is a financial advisor with Commonwealth Financial Network in Watertown, MA. He holds the Series 66 designation and has nine years of industry experience, all with Commonwealth since 2013. 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 its affiliated advisors with operations, trading, technology, compliance, and practice-management resources.