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.

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.

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.

Kimberly Clouse is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Mariner Platform Solutions, AdvicePeriod, LLC, and Via Global Advisors. She is a board member of YPO Gold New England and leads its women's recruiting initiative. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach with affiliated and third-party managers and a variety of investment vehicles.

Ryan Jordan is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Michael Wood is a financial advisor at Oppenheimer in Boston, MA, with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fahnestock & Co. Inc. since 2002. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Erin Nicholls is a financial advisor at Breckinridge Capital Advisors Inc with six years of industry experience. She has held roles at Breckinridge since 2017 and previously worked at J.P. Morgan from 2015 to 2017. Nicholls holds a Series 65 designation and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, and corporations. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Christopher O'Day is a financial advisor at Integrated Wealth Concepts LLC with 2 years of industry experience. He previously worked at LGA, LLP and ALL CPAs and has been involved with the Massachusetts Society of CPAs since 2010. Outside of advising, he serves as Director of Marketing for LGA LLP, a CPA and business advisory firm. 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, and family office services, employing a long-term investment approach with customizable portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Edward Rich is a CFP® with 31 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisor Group and SII. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Daniel Ferris is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served twenty years in the United States Army. Outside of his advisory work, he is the founder of High Caliber Solutions LLC, where he teaches military planning, combat leadership, and performance coaching to both service members and civilian businesses. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Alexander Scheier is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA. He has 13 years of industry experience, including prior roles at The AYCO Company, L.P./Mercer Allied from 2014 to 2021 and Goldman Sachs & Co. LLC since 2021. Outside of his advisory work, he is involved with Luck Wingfield LLC, a timber production company, where he assists with investing cash generated by the business. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jeffrey St. Mary is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Prio Wealth and Seaward Management. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners is an SEC-registered investment adviser managing approximately $127 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

William Jordan is a financial advisor at Goldman Sachs Wealth Services based in Boston, MA. He holds a Series 66 designation and has two years of industry experience, including previous roles at Goldman Sachs and JM Family Enterprises. His work history also includes diverse experiences in education and franchise operations. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Cary Florio is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. He has worked at Charles Schwab since 2025 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he managed a hobby-focused food production LLC that did not become operational. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as part of the Schwab ecosystem, delivering advice without discretionary trading authority and serving primarily individual clients rather than institutional accounts.

Doreen Galligani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Advised Asset Group, LLC since 2018 and Gwfs Equities Inc since 2015. 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 integrated services focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Fahey is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Eagle Strategies, he worked at Lightpath and has experience in educational settings including the University of New Hampshire and local schools. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement plan advisory services, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Sullivan is a CFP® professional with 22 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Wells Fargo Funds Management, Sentinel Pension Advisors, and GWFS Equities. Outside of his advisory work, he serves on the Saugus Public Library Board of Trustees, chairs the Saugus Cultural Council, and participates in the Town of Saugus Master Plan Advisory Committee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, serving a large participant base within plan lineups selected by plan sponsors.

Bradley Cohen is a financial advisor at William Blair in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morningstar Investment Services LLC and Putnam Retail Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.