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.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently an advisor at Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets Inc., AssetMark, Inc., and Deloitte Consulting, LLP. 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 alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms and discretionary portfolio management.

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.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Colony Group, Derby and Company, Ferris Capital, Siharum Advisors, and Kobren Insight Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jason Friday is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2017, he worked at Sii from 2015 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a managed account program, and is 100% owned by Citizens Bank, N.A.

William Bain is a CFP® professional with five years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services and Brown Brothers Harriman. 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 combines evidence-based, model-driven asset allocation with active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Colin Christie is a Series 65-licensed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked briefly at Heritage Financial Services and Scorpion Construction, and has a background in full-time education. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated legal, accounting, and trust service entities.

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.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

David Martin is a financial advisor at Eagle Strategies (NY Life) based in Bridgewater, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his advisory career, he worked at Jordan's Furniture for 27 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types tailored to client objectives and emphasizes non-discretionary asset management for a diverse client base.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Kyle Mortimer is a Series 65-licensed financial advisor with Money Concepts Capital Corp, based in Braintree, MA, and has two years of industry experience. He has held roles at multiple firms including Foundations Investment Advisors and Rise North Capital. Outside of advisory work, Mortimer serves as an ambassador for MyDebtNavigator, assisting individuals with student loan forgiveness and debt consolidation. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, supported by third-party managers and technology platforms, and offers services integrated with its broker-dealer and insurance operations.

Cheryl Guinan is a financial advisor with Integrated Wealth Concepts LLC, holding over 30 years of experience as a partner at Guinan & Associates, CPA. She joined Integrated Wealth Concepts in 2025 and has been practicing as an investment adviser representative since then. Guinan maintains her CPA firm, Guinan & Associates, where she has worked since 1995. 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 consulting services, employing customized portfolios with a long-term approach and utilizing a combination of mutual funds, ETFs, equities, and fixed income.

Ellen Duffy is a CFP® professional affiliated with Private Advisor Group, LLC, with 13 years of industry experience. She has worked with Michael A. Schreiber & Associates since 2013 and has been associated with both Private Advisor Group and Parkway Wealth Management LLC since 2020. Duffy serves on the Parkway YMCA Board of Directors, a nonprofit focused on community health and well-being. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Naji Karam is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience and previously worked at MassMutual and MML Investors Services, LLC. Outside of financial services, he has experience managing property through a real estate business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

John Medeiros is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various community and advisory roles, including serving on the pastoral council at St. Stanislaus Parish and on boards for the City of Fall River’s Port Authority and Housing Authority. Medeiros is also a member of the local advisory council for the Coalition for Health Equity & Early Development. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.