Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. 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, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Kyle Anderson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has previously worked with AXA Advisors, LLC and holds roles with Penn Mutual Life Insurance Company alongside his current position. Anderson is a board member and treasurer of the New England Masters Skiing Foundation, a nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a combination of investment advice, custody, execution, and brokerage services.

Jonas Brier is a CFP® with 19 years of industry experience and holds a Series 63 designation. He is currently affiliated with Empower Advisory Group and has spent the past 10 years with Gwfs Equities, Inc. in Groton, MA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Willie Ramirez is a financial advisor with Empower Advisory Group in Lawrence, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Gwfs Equities, Inc. since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Nathaniel Clark is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Athas Capital Group. Before entering financial services, he worked in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program partnered with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

David Maher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Martone Financial Group since 2006. Outside of his advisory role, he is employed in property management for a family-owned business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including customized portfolios and third-party asset manager access, while providing operational and compliance support to affiliated advisors.

Jason Hastings is a Certified Financial Planner® with 13 years of industry experience. He has worked at Hightower Advisors since 2019 and previously spent nine years at Lexington Wealth Management, Inc. He is based in Lexington, MA. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection, multi-manager solutions, and the use of proprietary research and portfolio construction techniques across various investment vehicles.

George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Kenneth Knopf is a CFP® professional with 28 years of industry experience, currently serving at Valic Financial Advisors since 2009. He also holds an agent position at Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm employs Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Jocelyn Dent is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having three years of industry experience. She has been with TD Bank and its affiliated entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers through platforms such as Envestnet, with a focus on percentage-of-AUM wrap fees and cross-border advisory services.

Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

Thomas Saul is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Commonwealth since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

Fazal Hussain is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding CPA credentials and two years of industry experience. He has prior experience at Lantheus Holdings Inc, CliftonLarsonAllen LLP, and KPMG, and is a partner at his own CPA firm, Fazal Hussain CPA PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a long-term investment approach.

Kathryn Vaughn is a financial advisor with Commonwealth Financial Network in Newton, MA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Commonwealth Financial Network since 2016. 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 offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, technology, and compliance support to affiliated advisors.