Daniel Santanello is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Capital Management Partners, LLC and Winslow, Evans & Crocker, Inc. in prior roles. Outside of his advisory work, he is involved as a pickleball instructor and serves as an ambassador for Selkirk Pickleball Products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance services, while offering discretionary model portfolios and customizable program options.

Paul Moriarty is a financial advisor with Eagle Strategies (New York Life) based in Woburn, MA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include operating Moriarty Financial Group, LLC, and affiliations with New York Life Insurance Company. Outside of advising, he serves as a board member of the Woburn Business Association and volunteers organizing a local golf league. Eagle Strategies supports a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Michienzi is a financial advisor at Oppenheimer based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked both at Oppenheimer and in educational roles at institutions including the College of the Holy Cross and Dedham Country Day School. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of investment and retirement services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches. The firm uniquely maintains custody of client assets while operating its broker-dealer and advisory businesses.

James Mitchell is a CFP® with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and previously worked at BrightPlan, LLC and Fidelity in various advisory roles. Outside of his advisory career, he is the owner of Northern Adventure LLC. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary advisory arrangements.

Natalie Devine is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Fidelity Investments and Jackson Hewitt Tax Services. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary advisory relationships.

Paul Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Charles River Financial Services since 2005 and at Commonwealth Equity Services, Inc. since 1993. Outside of investment advisory, he is involved with Charles River Financial Services, LLC, which provides document organization and consulting services related to taxation, divorce, estate planning, and asset recovery. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Peter Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Thompson Wealth Management, Ltd. and Winalytics. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and customized portfolio construction.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Ronald Newton is a CFP® with 37 years of industry experience, currently advising at Mariner Wealth Advisors since 2024. He previously held roles at Financial Engines Advisors L.L.C., Advice Systems Inc., Commonwealth Financial Network, and Newton Financial. Newton is the founder and caretaker of Advice Systems Inc., a financial technology software company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized portfolios and comprehensive tax and administrative solutions.

Laura Williams is a CFP® professional with seven years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning And Management, LLC for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.

Jacquelyn Kane is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and Santander Bank, and she has a background that includes roles in education and retail. Outside of her advisory duties, she is an independent licensed insurance agent offering related products on a limited basis. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

Aaron Stoner is a CFP® with four years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He previously worked at Merrill and Bank of America and is the founder of Millstone Ministries, a nonprofit focused on providing rental assistance to young adults aging out of foster care. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through multiple program structures that emphasize recommendation-based advice.

John Moravec is a financial advisor at Commonwealth Financial Network with four years of industry experience. He has been with Commonwealth since 2022 and has been retired since 2007. 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.

Charles Cady is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 designations and has prior work experience at firms including Booz Allen Hamilton and Sea Machines Robotics Inc. Outside of his advisory role, he serves as the 1st Vice Commander on the E-Board of AMVETS Post 208 in Hudson, Massachusetts, overseeing membership activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dylan Grocer is a CFP® and ChFC® professional with five years of industry experience, currently affiliated with Guardian Life in Needham, MA. He has worked at Guardian Life and Park Avenue Securities since 2020 and has previous experience with The Bulfinch Group and several other businesses. Outside of financial advising, he is involved in life coaching and personal development services focused on personal growth, career advancement, and leadership skills. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

James Bricker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company of America, and the Bulfinch Group since the early 2000s. In addition to his advisory work, he assists business owners with career and business management issues. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm implements investment strategies through proprietary and third-party portfolios and provides various account-level services including lending solutions and donor-advised funds.