John Reeder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director and treasurer on condominium association boards and co-hosts a podcast interviewing CPAs about client assistance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers advisor-led discretionary management alongside model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Kevin Quilty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth Financial Network since 2010. Outside of advising, he is involved in fixed insurance sales as an agent and serves as a trustee for a family member’s account. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Patrick Evers is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both non-discretionary and limited discretionary investment management.

Alexia Teixeira is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Savant Wealth Management. She previously worked at Heritage Financial Services and Britt & Company CPA, and has a background that includes time at Bentley University and involvement with Vana Mart. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Emily Lynch is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked primarily at Cerity Partners since 2021 and previously held positions at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm’s investment approach combines customized client profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Thomas Stephens is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Trinity, Ameritas Life Insurance Corp, Financial Resource Partners, and Ameritas Investment Corp. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to implement client recommendations, operating primarily through non-discretionary accounts with some discretionary management options.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and First Republic Bank for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Adam Firely is a CFP® professional with eight years of industry experience. He has worked at Focus Partners Wealth, LLC since 2021 and previously spent four years at myCIO Wealth Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

William Bradford is a Series 66-licensed financial advisor at Empower Advisory Group with 17 years of industry experience. His career includes positions at firms such as Citizens Securities, Santander Securities, Kestra Financial, and Carson Wealth. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

Andrew Breare is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage both discretionary and non-discretionary accounts.

Curtis Browne is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services LLC and John Hancock. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, retirement-plan and IRA advisory services, and combines in-house and outside strategists with technology-enabled tools to implement client recommendations.

James Fratello is a financial advisor at Independent Financial Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His career has focused on securities sales and investment advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies and offers portfolio management through various platforms and third-party asset managers.

Michel Scheinmann is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 66 credentials and bringing 23 years of industry experience. He has been with Guardian Life since 2016. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Lindsay Hellmuth is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is currently with Commonwealth Financial Network and T.A. Holland & Co, having previously worked at Cetera Advisor Networks. Her outside business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Catherine Farago is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been involved with Principal Life Insurance Company since 2014, as well as operating C.A.S. Wealth Resources since 2011. Outside of her advisory role, she holds an outside sales position focused on the sale and service of fixed and life insurance products, annuities, disability insurance, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kole Kelly is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at John Hancock, Manulife John Hancock Brokerage Services, and Eaton Vance Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to a broad client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies, often managing accounts on a non-discretionary basis with client authorization for trades.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan 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 structure.