Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

Lindsey Moccia is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at TD Bank, N.A. and TD Private Client Wealth, LLC since 2015. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail TDIS (US) clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Mark Sperling is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at GWFS Equities, Advised Assets Groups, Citizens Securities, Equitable Advisors, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Scott Brown is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 10 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and trusts. The firm emphasizes manager selection and multi-manager solutions, employing proprietary research and offering access to a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Brittany Stuart is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various roles within TD Bank N.A. since 2017. Prior to joining TD Private Client Wealth, she was associated with Grove at the Briar Barn Inn and Weber Writing and Research. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through established advisory platforms.

Graham Bacheller is a financial advisor with Lincoln Investment in Danvers, MA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and serves on the West Newbury Open Space Committee. Bacheller is also a board member of the Friends of the North Shore Education Consortium, a charitable organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

James Desrocher is a financial advisor with Primerica Advisors in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he engages in public speaking and coaching on marketing and business planning. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party managers, supporting various account types and financial planning needs.

Cassia Shoaf is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2018. Prior to her career in financial advising, she worked at Farmer's Kitchen and Chesters Coffee Shop at Gordon College. 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 $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Curran is a CFP® professional with 16 years of industry experience. He has been with Hightower Advisors since 2023, following a 14-year tenure at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research and a range of investment vehicles, including alternative investments and custom indexing.

Sharon Pollard is a Series 66-credentialed financial advisor with 28 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Kathy Hamm is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a ChFC® designation and Series 63 license, with 36 years of industry experience. She has worked at Commonwealth Financial Network since 2005 and at Principled Wealth Advisors from 2004 to 2025. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad selection of securities and insurance products.

Richard Lunetta II is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and six years of industry experience. He previously worked at Guardian Life Insurance Company and currently serves as an Education Coordinator for Business Network International. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Howard Nellhaus is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at VOYA Financial Advisors and Financial Horizons. Nellhaus also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Colleen Tchorz is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Guaranty Mortgage Corp from 2016 to 2019. Tchorz has been with Empower Retirement since 2019. 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 clients. The firm’s approach integrates proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions within a large, scaled platform.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Sean Condon is a financial advisor with Eagle Strategies (New York Life) based in Danvers, MA. He holds Series 63 and Series 66 registrations and has 17 years of industry experience. His prior work includes roles at Condon Financial & Insurance Services and McCarthy Financial, LLC. Condon serves on the board of The Wilson House, a nonprofit preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous, where he acts as treasurer. 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 recommendations and delivers advice primarily on a non-discretionary basis through a broad network of affiliated advisers within the New York Life affiliate structure.

Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. He has worked with NewEdge Advisors since 2021 and previously worked at Flagship Harbor Advisors. Outside of his advisory role, he operates FP Focus LLC, a tax and investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Jonathan Ayres is a financial advisor with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Ayres has been affiliated with Eagle Strategies since 2019 and also operates Ayres Financial & Insurance Services, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and primarily manages assets on a non-discretionary basis while working within the integrated New York Life affiliate structure.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.