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.

Janine Beal is a financial advisor at Empower Advisory Group with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for nine years before joining Empower Retirement in 2020. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nolan Simmons is a Series 65-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to joining Money Concepts, he was employed at Rise North Capital and has worked at the Hyannis Port Yacht Club. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that include both discretionary and non-discretionary portfolio programs.

John Coyle is a financial advisor at TIAA-CREF with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Guardian Life and FNEX Capital LLC, among other firms. He is also Vice President Sales Director at New Age Alpha, LLC, involved in mutual fund and ETF wholesaling. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model-based strategies.

Sean Brown is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network since 1994 and is also the managing partner and sole owner of Liquid Capital, Inc., a private entity engaged in securities and insurance business. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party managers, retirement consulting, and custody services.

Christopher Ruta is a CFP® professional with five years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026, following nine years at Heritage Financial Services and two years at Ernst & Young. Ruta is based in Rockland, MA. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, retirement plan consulting, and family office services to a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers distinctive affiliated services such as accounting, legal, and trust services.

Russell Cullivan is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Voya since 2014. In addition to his advisory role, he operates as an independent insurance agent, focusing on fixed insurance products, and serves as a referral partner for energy supplier companies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model portfolios supported by both internal and external strategists, offering a broad range of affiliated and unaffiliated investment products.

Justin Zelen is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has worked with firms including Citizens Securities Inc. and Wells Fargo Clearing Services prior to his current role. Outside of his advisory work, he volunteers with the Boston Food Bank and Cradles to Crayons. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of affiliated and third-party sub-managers to construct portfolios tailored through strategic and tactical asset allocation.

William Flynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jarrod Smith is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has held the position of president at Route 3A Enterprises LLC, a CPA business, since 2020, and served at Michael J. Raymond CPA from 2019 to 2021. Smith has also been involved with the Suffolk University Gold Council Board since 2016. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing a long-term approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Nichole Wirtz is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. since 2014 and American Chair & Seating from 2011 to 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a model that combines firm supervision with delegated account management by investment adviser representatives.

Nancy Mc Aloon is a financial advisor with Eagle Strategies (NY Life) in Hingham, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018, with prior experience at The Loon Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and multiple program types, focusing primarily on non-discretionary assets and servicing a diverse client base including defined contribution and benefit plans, charitable, and corporate clients.

Alex Oliver is a CFP® with 11 years of industry experience. He has worked at Mariner since 2026 and previously spent 11 years at First National Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and its services include advanced tax integration and administrative family office capabilities.

Erik Marr is a CFP® professional with 12 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. His prior experience includes a 13-year tenure at Fiduciary Wealth Partners, LLC and a year at Washington Trust Advisors. Integrated Wealth Concepts LLC serves a diverse client base including 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.