Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. 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 employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Aldo is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has 10 years of industry experience with prior roles at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of his advisory work, he volunteers as a softball coach for a local girls’ league in Taunton, Massachusetts. 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 provides a range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party manager selections.

Joshua Olson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group and Polaris MEP. Olson also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform with a variety of managed-account programs, third-party asset manager access, and comprehensive back-office services.

Charles Stratton is a financial advisor at Commonwealth Financial Network with the Series 66 designation and four years of industry experience. His career includes roles at UBS Financial Services and Larson, Potter, Stratton & Cote Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Michael Machnowski is a CFP® and Series 66-licensed advisor at Moneta Group Investment Advisors, LLC with 26 years of industry experience. He has worked at Moneta since 2021, and his prior experience includes roles at The Berry Group, LLC and Wells Fargo Clearing. Machnowski serves as Treasurer and trustee on the Board of Tower Hill Botanic Garden, where he chairs the finance and investment committee. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture investment process, offering specialized services alongside institutional and enterprise-scale solutions.

Robert Thompson is a financial advisor with Integrated Wealth Concepts LLC and holds six years of industry experience. He has previously worked at The Patriot Financial Group and Fletcher Tilton PC. In addition to his advisory role, he is a manager and employee at Bisceglia, Steiman & Fudeman, a full-service accounting firm. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a range of internally managed and third-party strategies.

Samuel Quoos is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, including his current role starting in 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lisa Cremonini is a CFP® and Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 27 years of industry experience. She has worked at Commonwealth since 2004 and previously held roles at Capitol Financial Advisors and 1717 Capital Management Company. Outside of her advisory work, she is president of LMC Financial Planning Services LLC and engages in Medicare product referrals through E Health. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting diversified portfolio implementation and reporting.

Brandon Avergon is a financial advisor with TLG Advisors, Inc. in Framingham, MA, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at The Leaders Group Inc, Rockefeller Financial LLC, and Brookwood Securities Partners, among others. He is president of several consulting businesses focused on trusts and international insurance. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and a digital program called Starlight Portfolios.

Gregory Stamas is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2005. Stamas also operates Stamas Financial Group, LLC, an insurance sales business. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including specialized lending options and alternative investments.

Michael Taylor is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC and has three years of industry experience. He also has over a decade of experience with Taylor & Company, PC. Outside of advising, Taylor is the owner of Frosh Properties LLC, a non-investment-related rental property business. Integrated Wealth Concepts serves individuals, families, trusts, 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 with a primarily long-term approach and utilizing both internal management and third-party asset managers.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012, and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hanstad provides investment advisory services primarily through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Frederick Brose is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Infinex Investments, Fidelity Bank, LPL Financial, IFMG Securities, and Quick & Reilly. Outside of his advisory role, he is actively involved in nonprofit organizations, serving as chair of the investment committees for All Saints Church in Worcester, the Icon Museum & Study Center, and Music Worcester, and he is president and treasurer of a family charitable foundation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Rebekah Pennell is a CFP® professional with nine years of industry experience currently advising at Creative Planning. Her prior roles include positions at Ferris Capital and Fidelity Brokerage Services, and she also worked at Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Steven Kuk is a financial advisor at Citizens Securities, Inc. in N. Smithfield, RI, holding Series 65 and Series 63 licenses with 24 years of industry experience. He has been with Citizens Securities in various roles since 2016. Outside of finance, Kuk is involved in coaching soccer, serving as a private goalkeeper coach, a head soccer coach at Burrillville High School, and a goalkeeper coach for local soccer organizations. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory platform and managed accounts, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Armand Cote III is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including roles at Ameriprise and Larson, Potter, Stratton & Cote Financial. Outside of his advisory work, he is a co-owner of Harte's Home, Inc., a furniture retail 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 $210 billion in client assets. The firm provides a variety of managed account programs, access to third-party asset managers, and extensive adviser support services.