Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Driscoll is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services, LLC and John Hancock Investment Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities and affiliated entities offering accounting, legal, and trust services.

Peter Caplan is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network in Foxboro, MA. He has been with Commonwealth Equity Services, Inc. since 1999. Caplan is the managing member of Caplan Asset Management, LLC, an entity involved in securities and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a platform and operations provider for affiliated advisors.

David Sawan is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial for 16 years before joining Kestra Advisory and Kestra Investment Services in 2026. Outside of his advisory role, he is involved with PCF, Paper Courier, a non-investment related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Benjamin Magoun is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and Fitzwilliam Financial since 2007. He has also been associated with Strategic Financial Alliance since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of adviser platforms including managed-account programs, third-party asset manager access, and comprehensive custodial and clearing services.

David Malatesta is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Voya and affiliated entities since 2014. Outside of his financial career, Malatesta serves as a referee for high school football games through the Massachusetts Independent Football Officials Association. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution through a combination of model portfolios, affiliated strategies, and third-party strategists.

Sammy Azzouz is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, Inc. for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Christopher Lund is a CFP® with 34 years of industry experience, currently affiliated with CWM, LLC and Lund Wealth Management. His career includes roles at firms such as Cetera Wealth Services, Lincoln Investment, and Capital Analysts Inc. In addition to his advisory work, Lund is active as a public speaker and serves as treasurer of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Philip Crawford Jr. is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2015, with concurrent experience at Clarfeld since 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance activities.

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

Connor Donnelly is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. His responsibilities include understanding clients' priorities and retirement expectations to support their financial planning needs. Connor collaborates with clients to develop personalized financial plans, implement appropriate strategies, and make adjustments as their circumstances evolve. Connor's experience at Fidelity Investments spans several roles, including Investment Solutions Representative II (2025-2026), Investment Solution Representative I (2024-2025), and Customer Relationship Advocate (2022-2024). This progression reflects his accumulated expertise in investment solutions and client relationship management. Outside of his professional work, Connor enjoys attending concerts, hiking, and traveling.

Nicholas Pellechio is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at DoorDash, Robert Half, TEK Systems, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Bennett Hicks is a financial advisor with Fidelity Investments in Smithfield, RI. He holds Series 66 and Series 63 credentials and has one year of industry experience. Outside of his advisory role, he serves as a Level 1 referee for USA Hockey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, serving both discretionary and non-discretionary investment needs.

Kyle Brough is a CFP® professional with 10 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Investments since 2025 and with FIDELITY Brokerage Services LLC since 2015. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

Karen Melo Ticas is a CFP® professional with 19 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Additionally, she is the owner of Planning for Good, an enterprise based in Mansfield, MA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and both proprietary and third-party investment strategies.

Benjamin Tuck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held positions at Whole Foods Market, SOLGUD Robotics, Lowes, and worked at UMASS Amherst and UMASS Lowell. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Brow is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Granite Links and has held various positions including employment at a semi-private golf club where he tended bar during events. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Stephen Gentile is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group from 2009 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management options.