Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

James Scally is a CFP® with 26 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 29 years. He serves as a trustee for a corporate retirement plan. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Angela Musi is a financial advisor with Integrated Wealth Concepts LLC and holds CPA credentials. She has 37 years of experience as a CPA through her own firm and has been with Integrated Wealth Concepts since 2025. Outside of advising, she owns a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with a long-term approach and sponsors various wrap-fee programs, combining enterprise scale with model and wrap options.

Conrad Pensavalle Jr. is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Commonwealth since 2007 and also works with Axial Financial Group since 2014. 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. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources, while offering multiple program structures and discretionary model portfolios.

Lindsey Moccia is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She has worked at TD Bank, N.A. and TD Private Client Wealth, LLC since 2015. Lindsey holds the Series 66 designation. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Jesenia Interiano is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including roles at GWFS Equities and Putnam Investments, and has a background connected to the College of the Holy Cross. 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.

Andrew Betts is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Hightower Advisors and has prior experience at Purshe Kaplan Sterling Investments, Bickling Financial Services, and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Mark Sperling is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at GWFS Equities, Advised Assets Groups, Citizens Securities, Equitable Advisors, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Scott Brown is a financial advisor with Hightower Advisors in North Andover, MA. He holds the CFP®, CFA®, and Series 65 credentials and has 13 years of industry experience. Prior to joining Hightower Advisors in 2023, he spent 10 years with Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to a broad range of investment vehicles and portfolio construction strategies.

Brittany Stuart is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within TD Bank N.A. since 2017. Outside of her advisory work, she has experience with Weber Writing and Research and Grove at the Briar Barn Inn. 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 offers portfolio management, financial planning, and custody services through a combination of affiliated and third-party sub-managers using a discretionary trading model.

Graham Bacheller is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 2005. Bacheller serves on the West Newbury Open Space Committee and is a board member of the Friends of the North Shore Education Consortium, a charitable organization. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management and research team that develops model portfolios and adaptive strategies, while many client relationships remain advisor-led with tailored allocation approaches.

James Desrocher is a financial advisor with Primerica Advisors in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he engages in public speaking and coaching on marketing and business planning. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party managers, supporting various account types and financial planning needs.

Cassia Shoaf is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2018. Prior to her career in financial advising, she worked at Farmer's Kitchen and Chesters Coffee Shop at Gordon College. 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 comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Curran is a CFP® professional with 17 years of industry experience. He has been with Hightower Advisors since 2023 and previously worked at Boston Hill Advisors, LLC for 14 years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management, financial planning, and retirement consulting services through its extensive network of advisors.

Joseph Sachetta is a CFP® and PFS™ professional at Allworth Financial, L.P. with 28 years of industry experience. He worked at Sachetta & Callahan, LLC for 19 years before joining Allworth Financial in 2026. He serves as a director of Everett Cooperative Bank outside of his advisory role. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary engagements, with distinctive operational features including private investment ownership and specialized industry divisions.

Sharon Pollard is a Series 66-credentialed financial advisor with 28 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Domenica Lurvey is a CFP® professional with 11 years of industry experience, currently serving at Allworth Financial, L.P. She has held positions at firms including Sachetta, LLC, NYLIFE Securities LLC, LPL Financial, and AXA Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Joseph Russo is a financial advisor with Commonwealth Financial Network in Wilmington, MA, holding a Series 63 designation and nine years of industry experience. He has been with Commonwealth Financial Network since 2017 and has prior experience with Acordia Northeast dating back 30 years. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Kathy Hamm is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a ChFC® designation and Series 63 license, with 36 years of industry experience. She has worked at Commonwealth Financial Network since 2005 and at Principled Wealth Advisors from 2004 to 2025. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad selection of securities and insurance products.

Patrick Meehan is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, FSC Securities Corp, and Edward Jones. Meehan is based in Beverly, MA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, access to mutual funds, ETFs, and separately managed accounts through a combination of strategic and tactical asset allocation.