Margaret Kantrowitz is a financial advisor at TIAA-CREF with 10 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo, and has experience with Merrill and the New England Center and Home for Veterans. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for a local high school. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Shorepoint Capital Partners for 16 years, among other firms. He also serves as trustee for his family trust, managing investment decisions for his children’s trusts. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies across a broad range of asset classes.

Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles 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 retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

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 two years of industry experience. He holds a Series 66 designation and has previously worked at Longtide Financial Partners, UBS Financial Services, and Darrow Wealth Management. Outside of his advisory work, he is involved in the restaurant industry as a bartender at Gustazo Cuban Kitchen & Bar in Waltham, MA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Christopher Bean is an advisor at Savant Wealth Management with experience in business operations at Hugo Equipment Corporation and Bean Farm. His background includes roles in excavation and time at Cornell University. He has been associated with these organizations since 2016. Savant Wealth Management provides comprehensive wealth management and financial planning services to a range of clients, including individuals, families, and institutional entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust 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 Series 66 and Series 63 licenses and has been affiliated with New York Life Insurance Company and related entities since 2011. Barbosa operates out of Bridgewater, Massachusetts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Shakeeb Syed is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior work includes roles at Merrill Lynch, Avantax Wealth Management, and CITIZENS Bank. Outside of advisory work, he is involved with Helping Hands Community Partners as a mortgage loan originator and operates a tax preparation business through One Liberty Financial LLC. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kevin Cicci is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Cetera, LPL Financial, and VOYA Financial Advisors. Cicci is also the owner and managing partner of DC Advisors, LLC. Carson Wealth is an SEC-registered enterprise managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that develops and monitors model portfolios with access to customized indexing and alternative investments.

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.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

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.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Citizens Bank and Citizens Securities entities since 2010. Khan also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based businesses and is fully owned by Citizens Bank, N.A.

Marilyn Nakhla is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Needham Bank. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custody through a technology platform supported by Envestnet and Pershing.

Barry Morgan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.