Kevin Tremor is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including previous roles at Morgan Stanley, Briggs Advisory Group, and Buckingham Strategic Wealth. Outside of his advisory work, he co-owns a travel booking business serving family and friends. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Adam Boyce is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2018, following prior roles at PNC Investments and PNC Bank. Outside of his advisory work, he also drives for Lyft and Uber on a part-time basis. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Ari Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2015 and operates under Kaplan Family Financial, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.

Sean Mccabe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, and Nylife Securities. He serves as a trustee for the Weinguys trust, overseeing fund usage under specified circumstances. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Chad Gutner is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Longtide Financial Partners. His career includes roles at Samuel Financial, Inc. and Commonwealth Financial Network. 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 $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Noel Anderson is a financial advisor with TLG Advisors, Inc., holding Series 66, Series 63, and Series 65 designations and bringing 26 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Principal Securities Inc., as well as recent positions at EPIC Vanbridge and The Leaders Group Inc. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, with many accounts managed through sub-advisors and program platforms.

Daniel Sharkey is a CFP® professional with four years of experience in financial advising. He is currently with Mariner Wealth Advisors and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for 14 years. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers and provides specialized tax and administrative family office services.

Weili Yu is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Yu worked at WFGIA and spent 17 years with Procter & Gamble. Yu is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He previously worked for 16 years at Shorepoint Capital Partners. In addition to his advisory role, he serves as a trustee managing investment decisions for his family's trusts. 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 strategies, including model allocations and specialized options-based approaches, and utilizes technology to manage held-away employer retirement accounts.

Michael Shanley is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Citizens Securities, he worked at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Michael Senno II is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Equity Services since 2011 and is also associated with National Life Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Jordan Morris is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Darrow Wealth Management. Outside of finance, he is involved with Gustazo Cuban Kitchen & Bar in Waltham, where he works as a bartender. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management 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.

Ariano Barbosa is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds the Series 66 and Series 63 licenses and has been affiliated with New York Life Insurance Company since 2011, including roles at Eagle Strategies and NYLife Securities, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services tied to insurance and annuity products. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Shakeeb Syed is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior roles include positions at Merrill Lynch and Avantax Wealth Management, as well as involvement in real estate and tax preparation through his ownership of One Liberty Financial LLC and work with S.B &A Realty Group Inc. He is also active with Helping Hands Community Partners and has experience as a mortgage loan originator and insurance agent. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs, including proprietary model portfolios and third-party managers, with discretionary and non-discretionary options.

Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Thomas Vesey is a financial advisor with Commonwealth Financial Network in Canton, MA, holding seven years of industry experience. He has operated Thomas Vesey Consulting since 2015. 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 along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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 Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. 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 $212 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.