Timothy Couture is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He currently works at Compound Planning, Inc. and previously held roles at First Citizens Bank, Silicon Valley Bank, Goodman Advisory Group, LPL Financial, and Weston Financial Group. He is also a licensed insurance agent. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a risk-based investment approach that combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Dequan Tian is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at United Healthcare and HSA Insurance, where he has assisted clients with health insurance applications as an independent contractor. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers across discretionary and non-discretionary platforms.

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.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and also maintains his own CPA affiliate business, Peter McMahon, P.C., which he has operated since 2002. 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, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

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 worked previously at GW & Wade, Commonwealth Financial Network, and D. K. Brede Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management, advisory, and planning services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Nathanson is also an independent insurance agent licensed to sell fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, operating predominantly through non-discretionary client relationships.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Outside of advising, he serves as a council member for Glastonbury Abbey, a religious nonprofit, and is a board member of the Mass Soldier's Legacy Fund, which provides educational grants to children of Massachusetts fallen servicemen and servicewomen. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. Integrated Wealth Concepts LLC 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, employing customized portfolios with a long-term approach and oversight of third-party managers.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.

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 previously at The Colony Group, LLC and GW & Wade, LLC, as well as PricewaterhouseCoopers LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

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.

Austin Howie is a Series 66-licensed financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2017 and previously worked at the Metrowest YMCA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a variety of investment options.

David Appel is a ChFC® professional with 33 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior roles include positions at LPL Financial, Integrity Alliance, Lion Street Financial, Royal Alliance Associates, and Signator Investors. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach while incorporating shorter-term trades for rebalancing and cash management.

Mark Smiley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with The Guardian Life Insurance Company and Park Avenue Securities since 2014, and has been with Primerica Advisors since 1999. Smiley serves on the Board of Corporators at Bay Savings Savings Bank, providing feedback on customer service. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Congqun Jian is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Jian has worked with Transamerica Financial Advisors since 2012 and is also affiliated with J&Z Financial Services, Inc., where they serve as president. Their background includes roles at the Heartland Institute of Financial Education and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a focus on integrated retirement plan solutions and a range of advisory platforms.

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.