Gregory Harris is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2016. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Timothy Carlson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Carlson also maintains involvement in non-variable insurance activities related to accident, health, disability, fixed, long-term care, and traditional life insurance. 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 advisory services, utilizing customized portfolios with a long-term approach alongside tactical rebalancing and cash management.

Matthew Bouthillette is a CFP® professional with six years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at multiple firms including Pioneer Financial Group and Cetera. Outside of his advisory role, he is a vice president of the BNI Narragansett Chapter, a networking organization, and co-owns Oak Leaf Management Services LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing trading, reporting, and custodial services to individual and institutional clients.

Frederick Baird is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering 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.

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.

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.

Kevin Cicci is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Cetera, LPL Financial, and VOYA Financial Advisors. Cicci is also the owner and managing partner of DC Advisors, LLC. Carson Wealth is an SEC-registered enterprise managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that develops and monitors model portfolios with access to customized indexing and alternative investments.

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.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

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.

Marilyn Nakhla is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Needham Bank. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custody through a technology platform supported by Envestnet and Pershing.

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.

Sheldon Rosenberg is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a CPA and owner at Tankel Rosenberg & Co., P.C. since 1987. 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 primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

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.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.

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.