Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. Integrated Wealth Concepts 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 plan advisory services, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 65 designation and previously worked for The Colony Group, LLC for 11 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Lori Moncada is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 18 years of industry experience and has worked at various entities within the Bankers Life organization since 2005. In addition to her advisory role, she is licensed as a life and health insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Brandon Arnold is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory 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, third-party managers, and private funds.

Robert Phinney Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Raymond James and Associates for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Clark Page is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, Page is involved in various business activities related to financial services. Integrated Wealth Concepts 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 customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internal management and third-party asset managers.

Jesse Bateman is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2009. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Erin Manganello is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012 and at Mintz Levin Financial Advisors LLC from 2005 to 2012. Manganello is based in Hingham, MA. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm provides wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at TD Private Client Wealth LLC and CITIZENS Bank. Outside of his financial career, he serves as a worship leader at Calvary Baptist Church. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and serves over 127,000 clients through 444 advisors.

Deirdre Prescott is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sandy Cove Advisors, Silver Bridge, and Lehman Brothers. She serves as co-trustee with Mellon Financial on her sister's special needs trust. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, as well as proprietary research and portfolio construction strategies.

Thomas Mayer Jr. is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Ameriprise Financial Services, Inc. Mayer is also involved in a CPA affiliate program through T.G. MAYER, P.C. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Matthew Carron is a CFP® professional with 20 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 19 years at Heritage Financial Services. He holds the Series 63 designation and is based in Rockland, MA. 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 employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at GW & Wade LLC for three years and has a background that includes seven years at Square Cafe. Smyth holds a Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, providing both discretionary and non-discretionary management alongside financial planning and consulting services.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

Margaret Pierce is a CFP®-designated financial advisor with over 31 years of industry experience. She is currently with PlanMember Securities Corporation and has previously worked at Kestra Investment Services, Newport Group, and Dailyaccess Corporation. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Bryan Woodford is a financial advisor with Commonwealth Financial Network, holding five years of industry experience. He has worked at Commonwealth since 2020 and concurrently operates Woodford Law, PC, a law practice established in 2008. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios and distinct program structures.

Michael Daudelin is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allegiance Financial Services, Inc. for 28 years, where he served as president, treasurer, director, and investment adviser representative. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income.

Brook Thompson is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Cetera Advisors Networks. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, using proprietary programs and third-party platforms, with tailored client relationships that may include financial planning, consulting, and access to insurance products and alternative investments.