William Collins Jr. is a CFP® professional with 26 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2015. He holds the Series 63 designation and is based in Burlington, MA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various investment strategies, integrating financial planning, tax, and administrative services.

George Bowen is a CFP® professional with 24 years of industry experience, currently with Kestra Advisory. His prior roles include positions at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. Bowen is a managing member of Alta Vista Wealth Management LLC, a business focused on securities and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Bernard Caniff Jr. is a financial advisor with Money Concepts Capital Corp in Lynnfield, MA, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked with Money Concepts Capital Corp since 2008 and has managed his own tax preparation and valuation analysis business, Caniff & Associates, since 1987. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Thomas Sullivan is a CFP® with 45 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has a longstanding history at Penn Mutual dating back to 1977. In addition to his advisory role, he is involved in life insurance brokerage through Cornerstone Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of year-end 2025.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

Richard West is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Spearhead Capital Advisors, Perspecta Trust Company, and founding West Family Wealth Advisors, a single-family office providing trust, estate, and investment advisory services to his family. He continues to serve as president of West Family Wealth Advisors on a part-time basis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including variable insurance products, placement, and investment banking.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. Before joining Savant, he worked at Heritage Financial Services and held various roles in public and charter schools. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Ngan Wedemeier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at Empower Financial Services since 2022 and previously held roles at Citizens Securities and Ameriprise Financial Services. Wedemeier was also involved with the Walton School PTO from 2010 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Brenneman is a financial advisor with Empower Advisory Group in Ipswich, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, CONCOURSE FINANCIAL GROUP, Protective Life Insurance Company, GWFS equities, and Four Seasons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates over short-term forecasts.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Bruce Goodman is a financial advisor at Hightower Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Shepherd Financial Partners, Bickling Financial Services, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in selling and servicing life, health, and disability insurance. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diversified investment strategies.

Steven Rugo is a financial advisor with Empower Advisory Group in Wakefield, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at GWFS Equities, Inc. since 2018 and John Hancock Distributors, LLC from 2014 to 2018. Outside of investment-related activities, he owns and operates an investment property. 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 retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Richard Robb is a CFP® with 40 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously spent ten years at Capital Management Partners and has been with Commonwealth Equity Services, Inc. since 1990. Outside of his advisory work, he serves as Board Chair of Tire Conversion Technologies Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ava Palazzolo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and based in Marblehead, MA. She has one year of industry experience, including roles at Commonwealth Financial Network and Blakely Financial. Her background also includes work in education and the pharmaceutical and food industries. 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 that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Conroy is a CFP® professional with 12 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years at Argent Wealth Management. Conroy also has over a decade of experience with Pillar Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Stephen Armstrong is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Great West Life & Annuity Insurance Company since 2009. Outside of his advisory role, he works as a contract driver for Uber, DoorDash, and Lyft, typically outside normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, employing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time plans and offers optional managed account solutions.

Steven Fafel is affiliated with Commonwealth Financial Network and holds ownership in Leonard Fafel, CPA PC, where he has provided CPA services since 2011. He joined Commonwealth Financial Network in 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cetera, CCR Wealth Management, and GWFS Equities. He also serves as a retirement consultant at CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and custody services through a combination of affiliated and third-party managers.