David Visini is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, Santander Bank, and other financial institutions. Outside of his advisory role, he teaches tap dancing and assists with marketing at Refine Dance Studio, a family-owned business. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Steven Navarro is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Navarro is also involved in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003, holding Series 65 and Series 66 credentials. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Xiaodong Wu is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles related to insurance and benefits with multiple companies such as Nationwide, Principal Life Insurance Company, and International Medical Group, among others. Wu also engages in selling various insurance products through independent contractor positions with several health and life insurance providers. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and delivering discretionary and non-discretionary investment programs.

Steve Statzer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include 15 years at Sagepoint Financial, Inc., followed by positions at OSAIC and Terramar Wealth. Outside of advisory work, he is co-owner of the Statzer Revocable Living Trust, an entity involved in managing residential real estate. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment management solutions including discretionary model portfolios and customized program structures, serving both retail and institutional clients.

Nathaniel Smith is a financial advisor with Empower Advisory Group in North Andover, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing while serving a large participant base relative to its advisor count.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.

Tara Verbeek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has been with Commonwealth Financial Network since 2011. 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 variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Clare Ciervo is a CFP®-certified financial advisor with 11 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, Balanced Rock Investment Advisors, McVittie Financial Advisors, FSC Securities Corp, and Northstar Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Tyler Fouhey is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc. since 2018. Prior to his financial services career, he was employed at Jimmy's Steer House. Outside of his advisory role, he has experience working as a restaurant server specializing in American BBQ. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Joseph Salvati is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he worked at The Colony Group, LLC for 14 years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

James Whiteman is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2008. 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, while supporting affiliated advisors with operations, technology, investment management, and compliance.

Tia Mc Namara is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. She is currently with Integrated Wealth Concepts LLC and has previously worked at Ameriprise Financial Services and Cascade Pacific Financial Planners. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life insurance. Integrated Wealth Concepts LLC 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, family office and retirement advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Troy Donahue is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. He previously worked at Fidelity Investments for several years across multiple roles. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering comprehensive wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis. The firm maintains an extensive network of affiliated service companies and product relationships to provide a broad range of financial solutions.

Nicholas Cross is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Tritower Real Estate Capital, DMB Financial, and TD Bank. He operates under the DBA Dickinson Wealth Strategies LLC to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Grace Moleski is a CFP® professional with six years of industry experience currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, she worked at Pathstone Family Office for five years and held roles at Ameriprise Financial Services Inc. and GEN Financial Management Inc. She also has a background in the hospitality industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a wide range of wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various asset management strategies.

Myles Davis is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Eagle Strategies, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as an assistant coach for the Roxbury Latin Varsity Basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored solutions and offers a range of advisory programs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Costa II is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at GWFS Equities, Renewables Worldwide, and Pella Windows and Doors. Outside of his advisory work, Costa occasionally performs paid musical gigs and bartends at a live music venue. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Dillon Driscoll is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Financial Planning Solutions, LLC and Manganaro Building LLC, as well as work in education and local government. 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 selection process using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

John Howard Jr. is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated under the DBA Rocco Insurance and Financial Group since 2019, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate framework.