Brian Pirri is a CFP® with 18 years of experience and is currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Connectus Wealth Advisers, NEIRG Wealth Management, Purshe Kaplan Sterling Investments, and New England Investment & Retirement Group. He is also principal of Business Succession Advisers, LLC, where he provides strategic planning for business exit plans. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s long-term investment approach incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

Robert D'ambrosio is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney since 2002. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Dempsey is a CFP® with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 18 years at The Financial Advisors, LLC. Dempsey serves as treasurer for the Andover Trails Committee, a nonprofit focused on land and river trail conservation. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sean Flynn is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, Flynn manages Flynn Investment, LLC, a commercial real estate entity. 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 discretionary model portfolios and customized solutions, supported by a comprehensive operations and technology platform.

Ai Welch is a financial advisor with Hightower Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Northwestern Mutual Life for 27 years before joining Hightower Advisors in 2023. Hightower Advisors serves a broad mix of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s approach includes multi-manager solutions, proprietary research, and customized portfolio construction involving a variety of investment vehicles.

Brett Dalton is a financial advisor with Empower Advisory Group in Amesbury, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at GWFS Equities and positions in the food service industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage account holders, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Heidi Hanson is a CFP® professional with 28 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and also owns Hanson Financial Group, LLC, which facilitates securities, advisory, and insurance business. Her prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Routhier is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Colony Group, Connectus Wealth Advisers, Hemenway Trust Company, and several other firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Anna Larina is a CFP®-designated financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She previously served as president and investment advisor representative at The Financial Advisors, LLC for 19 years and is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across public and private asset classes and provides comprehensive reporting, analytics, and participant education for retirement plans.

John Balzer is a financial advisor with Primerica Advisors in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Guardian Life Insurance Company and Park Avenue Securities since 2013. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Lucas Deslauriers is a CFP® professional with three years of industry experience, currently with Beacon Pointe Advisors, LLC. He previously worked at The Financial Advisors, LLC, where he served as president and managed the transition of the advisory business following an acquisition. His background also includes roles at Morgan Stanley and involvement with the Newport Gulls Baseball Club. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, utilizing both active and passive strategies across public and private markets.

Joshua Wilson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, Securities America, Inc., and National Planning Corporation. Outside of advisory work, he is co-owner of PIN Insurance, Inc., a private entity facilitating fixed insurance business. 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 services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and customized investment solutions.

Todd Myatt is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as Treasurer for the Danvers Youth Lacrosse league. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model and customized portfolios.

Joseph Harton is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Citizens Securities Inc., and Scottrade. Harton is based in Danvers, MA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of advising, she has been involved with Wamesit Lanes during her career. 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 investment adviser representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools, with an emphasis on centralized due diligence and ongoing monitoring of third-party managers.

Mary Di Napoli is a financial advisor at Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Janney Montgomery Scott since 2002. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Dean Digregorio is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 21 years of industry experience, having worked at firms including VOYA Financial Advisors, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also co-owner of One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.