Thomas Cahill is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He has been with Beaumont Financial Advisors and its predecessor firms since 1999. Beaumont Financial Partners provides investment management, wealth management, and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment approach based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. He is also the owner and treasurer of McGrath Insurance Brokerage Inc., where he has been involved in the sale of fixed insurance products since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, manages approximately $2.4 billion across 37 advisors, and offers services including discretionary portfolio management, retirement plan advisory, and a wrap-fee program.

Jeremy Sandler is a CFP® professional with 14 years of experience in the financial industry. He has been with New England Private Wealth Advisors, LLC since 2014. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios using primarily ETFs and mutual funds, while also recommending third-party managers and alternative investments for qualified clients.

Gerard Dougherty is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and is also affiliated with Boston Independence Group, where he offers insurance products including disability, annuities, and life insurance. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored investment solutions and ongoing portfolio management.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

John Cahill is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Capitol Securities Management since 1997 and also maintains a self-employed law practice focused on estate planning and trusts for the firm’s clients. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services combined with comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.

Timothy Couture is a CFP® with 16 years of industry experience, currently serving at Compound Planning, Inc. He has held roles at First Citizens Bank, Silicon Valley Bank, Goodman Advisory Group, and Weston Financial Group. Couture is also a licensed insurance agent. Compound Planning, Inc. provides services to individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory. The firm uses a risk-based investment process featuring low-cost ETFs, direct indexing, and alternative strategies, supported by technology partnerships and a focus on fiduciary practices.

Robert Gustafson Jr. is a CFP® professional with 21 years of industry experience, currently with Mariner Wealth since 2025. Prior to this, he worked for 17 years at Triton Financial Group, Inc. He serves as president of Advisors Choice Insurance Company, Inc. and is a board member of the City of Marlborough Retirement System. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and offers additional services such as Core Family Office capabilities and employer financial wellness tools.

Christopher Mcintyre is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has 24 years of industry experience and has been associated with Green Harbor Financial and Commonwealth Financial Network since 2006. In addition to advisory services, he conducts fixed insurance sales through Green Harbor Financial Services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing a broad range of advisory programs, technology, and operational support. The firm offers various investment platforms and portfolio management solutions while allowing advisors discretion in constructing client portfolios.

Derek Thisse is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at GW & Wade, LLC, Commonwealth Financial Network, and D. K. Brede Investment Management. Outside of advising, he manages a small residential rental property. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using fundamental and quantitative analysis, with access to a broad range of investment options and affiliated service companies.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nathanson has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services, including planning, portfolio management, wrap programs, and third-party money manager access, typically delivering non-discretionary recommendations.

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at G. W. & Wade Asset Management Company, Inc. for over three decades before joining The Colony Group, LLC. Outside of advisory work, he is involved as a passive owner of race horses and serves on the council of Glastonbury Abbey, a religious non-profit, as well as on the board of the Mass Soldier's Legacy Fund, a charitable trust providing educational grants to children of Massachusetts fallen servicemen and servicewomen. Focus Partners Wealth serves a diverse client base including high-net-worth individuals, family offices, corporations, retirement plans, and institutions, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, multiple asset classes, and integrates advice across managed and held-away assets.

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.

Tyler Rich is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, LLC, and PricewaterhouseCoopers LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of financial and fiduciary services.

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.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has five years of industry experience and has worked at various firms, including Citizens Securities Inc. and Pruco Securities LLC. He is also the owner and director of Tax Express Group, a tax preparation business operating since 1999. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that include discretionary and non-discretionary management options. The firm operates as both a registered broker-dealer and a registered investment adviser, supporting individual and institutional clients with a wide range of investment and retirement solutions.

Christopher Tobey is a CFP® with 17 years of industry experience. He has worked at CWM, LLC since 2020 and previously spent ten years at Purshe Kaplan Sterling and Atlantic Capital Management. Tobey is based in Southborough, MA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and comprehensive retirement-plan solutions.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been associated with Eagle Strategies since 2021. In addition to his advisory role, he operates McGuire and Wright Financial Group LLC and is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, focusing primarily on non-discretionary assets and catering to both retail and institutional investors within an integrated New York Life affiliate structure.

Patrick Nee is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Boston Retirement Group, Mass Mutual Investors Services, and MSI Financial Services. He serves as a council member for Saint Margaret Mary. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions utilizing model portfolios overseen by an internal Investment Committee and integration of third-party resources.