Peter Fredericksen is a Series 66 registered advisor with over 20 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Bank of Canton since 2008, Infinex Investments, Inc. since 2007, and Morgan Stanley DW Inc. from 2006 to 2007. Outside his advisory duties, he is involved in estate planning and life solutions, including the sales of final expense and irrevocable life insurance trusts. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model with a focus on firm supervision and supports both discretionary and non-discretionary client accounts.

Jack Baird Jr. is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes eight years at The Colony Group and eight years at Credit Suisse Securities (USA) LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Luke Allen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Cantor Fitzgerald & Co, and ADP Broker Dealer Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Matthew Donovan is a financial advisor with Integrated Wealth Concepts LLC in Rockland, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he is involved in tax preparation and accounting services through his ownership of D & D Financial. 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, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach while maintaining flexibility for shorter-term trades.

Brian St Croix is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance, and Creative Wealth Solutions & Insurance Services LLC. He is also involved in insurance brokering through his firm Creative Wealth Solutions & Insurance Services LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring solutions to client objectives and Plan Sponsor criteria and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Katerina Lubonja is a Series 66 licensed financial advisor with five years of industry experience. She currently works at OSAIC Institutions, Inc. and has held positions at Infinex Investments, Bluestone Wealth and Trust, and MCB Financial Services at Mansfield Bank. She serves as a volunteer board member for Space2Thrive, a nonprofit organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides a range of advisory services to individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm operates a hybrid adviser/broker-dealer model, offering customized financial planning, access to alternative investments, and a lending marketplace through a network of investment adviser representatives.

Jason Skolnick is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments and FIRST NATIONAL Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolio management alongside tax services, family office support, and employer financial-wellness tools, integrating in-house research with third-party managers and a wide range of investment strategies.

Nicholas Luise is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors Corporation, Merrill, and TIAA. Outside of his advisory work, he serves as treasurer for his local condo association. 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. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and clients’ savings rates.

John Cislo is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, TIAA-CREF, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Stelljes is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for 13 years at The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Mohan is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWFS Equities and Advised Assets Group. Outside of his advisory work, he serves as a high school basketball referee during the winter months. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across a large network of advisors and offices.

Damien Autissier is a financial advisor with Money Concepts Capital Corp and holds a Series 65 designation. He has worked in the financial industry since 2023, including roles at Rise North Capital and Foundations Investment Advisors, LLC. Outside of advisory work, he is involved in insurance sales, assisting clients with retirement plan questions and insurance policy education. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs supported by third-party managers and service providers.

Braeden True is a financial advisor at Janney Montgomery Scott LLC with five years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Janney in 2025, he worked at Fidelity Investments for three years. Outside of finance, he has experience in the food service industry with Riva Pizzeria and in landscaping through True Landscaping. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Conor Daly is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at South Shore Retirement Services, Padua, KBC Bank, and Hedgeserv. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and various investment strategies, serving over 127,000 clients with a platform-focused approach.

Daniel Wagner is a financial advisor with Kestra Advisory and Kestra Investment Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Boston Wealth Strategies, MassMutual, and Metlife Securities. He also serves as a senior advisor at NFP Corporate Services, providing investment reviews of corporate retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Karen Van Voorhis is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Her prior experience includes roles at Ameritas Investment Corp, Daniel J. Galli & Associates, Lion Street Advisors, Kestra Financial Services, Sapers & Wallack, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. In addition to her advisory work, she provides financial education and counseling through workshops for corporate clients via PFE Group. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm manages portfolios using a range of model portfolios, mutual funds, ETFs, and individual securities, and employs multiple program platforms and third-party managers to deliver customized investment solutions.

Martin Joyce is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Bestgen Wealth Management, LLC, CWM, LLC, and Hirst Financial Independence Planning, Inc. He has also worked in education and retail sectors, including at the University of Massachusetts Dartmouth and Braintree High School. 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 solutions, while acting as a back-office and platform provider to affiliated advisors.

Jonathan Caplan is a financial advisor with Commonwealth Financial Network in Canton, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience and has worked at several firms including Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Citizens Securities, Inc. He is currently associated with Caplan Wealth Partners 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 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and comprehensive back-office services.

Christopher Veneto is a financial advisor at Farther with 19 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northstar Capital Inc. for 18 years before joining Farther in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Brian Falconer is a financial advisor with Guardian Life in Braintree, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Park Avenue Securities, SagePoint Financial, Securian Advisors of New England, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves on the board of the National Association of Insurance and Financial Advisors Rhode Island chapter. Guardian Life’s 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 with model-based strategies and provides access to proprietary and third-party advisory solutions.