Jason Wojciechowski is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2018, previously spending seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model and customized portfolio solutions and serves as adviser to the TIAA Donor Advised Fund.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. 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, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Joel Roberts is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026, following prior roles at Brescor Wealth Advisory LLC, Aurora Management Services LLC, and J.P. Marvel Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

Ronald Judkins is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities/Prudential, New York Life Insurance Co, and Deutsche Asset Management. He is also involved with McAdam LLC, an RIA where he provides financial advice. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, delivering customized client solutions through proprietary programs and third-party platforms.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors holding a PFS™ designation and several securities licenses, including Series 63, Series 65, and Series 66. He has five years of industry experience and has worked at several firms, including Citizens Securities Inc., Pruco Securities LLC, and Avantax Investment Services. Mensah also owns and directs Tax Express Group, a tax preparation business he has operated since 1999. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a distinctive structure that includes a lending marketplace and third-party promoter network.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also operates McGuire and Wright Financial Group LLC, which sells New York Life products and services, and serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and mainly manages assets on a non-discretionary basis, working with both individual and institutional clients.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

David Santoro is a CFP® with 18 years of industry experience, currently practicing at Commonwealth Financial Network and leading Santoro Financial Planning Group since 2020. His prior roles include positions at MCB Financial Services and Eagle Strategies. 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 comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Charles Murphy III is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been president of Charles F. Murphy, Inc. since 2006, which also operates The Murphy Insurance Group offering property, casualty, and medical insurance. 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, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice-management services.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Michael Difiore is a financial advisor with Guardian Life, holding a Series 66 designation and five years of industry experience. He has worked with Guardian Life since 2018, with a brief period at Park Avenue Securities in 2019-2020. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management and model-based strategies with access to insurance products and alternative investments.

Kevin Webber is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, 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 combined with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Andrew Wilmarth is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc since 2015. Outside of his advisory role, he was involved with the Charles River YMCA from 2012 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s financial planning emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base relative to its advisor headcount.

Debra Brede is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at Focus Partners since 2024. Prior to this, she spent over 30 years at D.K. Brede Investment Management Company, Inc. and Commonwealth Financial Network. Outside of her advisory work, she serves on the finance committee at Newton Wellesley Hospital and holds trustee and board roles with Agape A.I.D.S. Orphan Care and Boston Rescue Mission. Focus Partners serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kevin Pitts is a financial advisor at EP Wealth Advisors in Norwood, MA, holding a Series 65 designation. He has experience working in education and retail prior to joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and various investment strategies, including fundamental and technical analysis, options, and alternative investments.

Charles Bean III is a financial advisor with Savant Wealth Management in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including 30 years at Heritage Financial Services prior to joining Savant in 2026. He also serves as a trustee for a family trust in a non-investment-related capacity. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated entities offering legal, accounting, and trust services.

Ashley Lareau is a CFP® professional with six years of industry experience. She has worked at Allworth Financial, L.P. since 2025 and spent 14 years at Shorepoint Capital Partners LLC prior to that. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies and offers education through newsletters, podcasts, and seminars.

Garfield Davidson is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2015. Outside of his advisory role, he is involved in managing family rental properties. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.