Benjamin Halpern is a Certified Financial Planner® with 25 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, MassMutual, TIAA, LPL Financial, and Cetera Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their planning approach.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has six years of industry experience and has worked at firms including LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Michael Burke is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc and Principal Life Insurance Company since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin O'Brien is a CFP® with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Triad Advisors, Inc., Peak Financial Services, Inc., and Commonwealth Financial Network. He is also an author of investment-related content under the name Biotech Boom. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large network of advisors and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Jesse Brady is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds a Series 65 designation and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, Brady serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an independent-advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors.

Christian Odonnell is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses. He has four years of industry experience, including roles at TD Bank N.A. and Santander Securities LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Matthew Elsenbeck is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ferris Capital, LLC for 10 years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Elijah Zeh is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and two years of industry experience. He previously worked with Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Chocksett Inn and Restaurant and Liquors 44 Hadley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, supported by platforms from Envestnet and Pershing.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, supported by third-party custodians and technology platforms.

David Mello is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Bank and Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Douglas Padden is a financial advisor at CWM, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CWM since 2020. Padden also serves on the Board of Directors for the Wayland Public School Foundation, where he reports on investment performance to assist with grant allocations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Megan Berkowitz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Her career includes roles at Commonwealth Financial Network and James N Ball & Company. Outside of advising, she is involved as a scale house operator for Tom Berkowitz Trucking. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through both internally managed models and external platforms.

Cary Geller is a CFP® and PFS™ with 27 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent 14 years with Mintz Levin Financial Advisors LLC. He is based in Wellesley, MA. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Peter Cardoza is a CFP® professional with over 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 1999 and was previously with CSR Financial Services, LLC for 20 years, where he served as president and co-owner. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a broad platform of managed-account programs, third-party asset manager access, and back-office services to individual and institutional clients.

Michael Canfield is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He spends a small portion of his time engaged in fixed insurance sales. 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 about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., 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, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.