Coley Odonnell is a financial advisor with Commonwealth Financial Network in Hingham, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at Boston Wealth Strategies, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. 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 around $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Evan Horton is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with New York Life Insurance Co and related entities since 2011. Outside of his advisory work, he volunteers as a flag football coach for six-year-olds in the Town of Lexington's Recreation & Community Programs. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis, operating within an integrated structure alongside New York Life affiliates.

Avery Dwyer is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at EP Wealth Advisors, Resolute Financial, Riverview Capital Advisers, Jobletics, and ILLUME. 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 primarily long-term strategies with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Richard Allred is a CFP®, CFA®, and Series 66-designated financial advisor with 20 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Core Wealth Advisory since 2021. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm provides comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody and clearing services.

Christopher Mackey is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at the Bulfinch Group and ThousandEeys among other firms. Guardian Life’s subsidiary, Park Avenue Securities, serves a range of clients including individuals, pension plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.

Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jill Fopiano is a CFP® and CFA® with 16 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and was previously with O'Brien Wealth Partners LLC for 13 years. Jill serves as a co-trustee on a client trust, approving distributions to beneficiaries. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, and specialized investment vehicles.

Robert Fantozzi is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Oppenheimer since 2018 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies to meet client objectives.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, TD Private Client Wealth LLC, and TD Bank N.A. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, tax-aware services, and financial planning, leveraging its affiliation with a bank holding company to provide integrated banking resources and operational advantages.

Sarah Newell is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Hingham, MA. She is co-owner of Longtide Financial Partners, a private entity engaged in securities, advisory, and insurance business. Her career includes multiple tenures at Commonwealth Financial Network and Samuel Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized indexing options, and various managed account solutions while supporting advisors with operations, compliance, and technology services.

Alexander Mac Isaac is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at SageView Advisory Group, Sandy Cove Advisors, Bank of New York Mellon, and Quantech Services Inc. His career includes six years at Bank of New York Mellon prior to transitioning into advisory roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Lori Deane is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Focus Partners Wealth, LLC since 2025 and previously worked at The Colony Group, LLC for 14 years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing enhanced open architecture, and offers a broad spectrum of wealth management, advisory, and fiduciary services.

Stephany Fiadjoe is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017, and previously worked at PRUCO Securities LLC and Prudential Insurance Co of America. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including proprietary and third-party model portfolios, and provides services such as securities-based lending and donor-advised funds.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Michael Borzi is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at The Colony Group, Open Text Corp, Bryant University, KPMG, and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that combines fundamental and quantitative analysis, external manager selection, and a range of investment strategies across equities, fixed income, alternatives, and overlay sleeves.

Ella Pelton is a Series 65-licensed advisor with Hightower Advisors, bringing less than one year of industry experience. Her prior work includes roles at Morgan Stanley and several non-financial positions, including at Robek's Fresh Juices, Playa Bowls, and Blue Hills Ski Area. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of portfolio management and consulting services supported by proprietary research and operational features.

Brandon Zatopek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Nicholas Peters is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Primerica Advisors and has previously worked at Guardian Life Insurance Company of America, Fallon Custom Homes, Group Design Build, and Park Avenue Securities. Outside of his advisory role, he is involved in an insurance business separate from Guardian. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Andrew Wood is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities since 2022, with previous roles at Citizens Bank, Merrill, and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.