Daniel Ferris is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served twenty years in the United States Army. Outside of his advisory work, he is the founder of High Caliber Solutions LLC, where he teaches military planning, combat leadership, and performance coaching to both service members and civilian businesses. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Hayes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to that, he spent 11 years at Boston Hill Advisors, LLC. He also has a background in brokerage, life, and health sales dating back to 1995. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to build customized portfolios.

Doreen Galligani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Advised Asset Group, LLC since 2018 and Gwfs Equities Inc since 2015. 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 certain retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Fahey is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Eagle Strategies, he worked at Lightpath and has experience in educational settings including the University of New Hampshire and local schools. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement plan advisory services, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Sullivan is a CFP® professional with 22 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Wells Fargo Funds Management, Sentinel Pension Advisors, and GWFS Equities. Outside of his advisory work, he serves on the Saugus Public Library Board of Trustees, chairs the Saugus Cultural Council, and participates in the Town of Saugus Master Plan Advisory Committee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, serving a large participant base within plan lineups selected by plan sponsors.

Brandon Lund is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at ALDI Inc. from 2014 to 2017. Brandon is based in Salem, New Hampshire. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Esdale is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has led Esdale Wealth Advisors since 2006. Outside of advisory services, he is the managing member and sole owner of Claros Financial Services, LLC, an entity involved in processing securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Brian Gaumont is a financial advisor at Citizens Securities, Inc. in Nashua, NH, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Corey Landry is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Ameriprise Financial Services, Edward Jones, Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he co-owns Not Your Average Brick Brothers, a business focused on buying and reselling items on Amazon, primarily LEGO products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and delivers services including portfolio management, financial planning, and custody through third-party custodians.

Ramon Cervantes is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Fairway Group, LLC. He serves as a board member on the UU First Parish of Chelmsford Board of Investment, reviewing investments managed by an outside adviser. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

William Olson is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at GWFS Equities and Raymond James Financial Services. Outside of his advisory work, he volunteers in a local bowling league, helping establish rules, set teams, and manage events. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Sachetta is a financial advisor with Allworth Financial, L.P. in Lynnfield, MA. He holds CFP® and ChFC® designations as well as a Series 65 license, and has nine years of industry experience. Prior to joining Allworth Financial in 2026, he was a principal at Sachetta & Callahan, LLC for ten years. Outside of his advisory work, he is an author and speaker focusing on leadership and personal development, delivering talks at colleges since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model portfolio strategies and uses technology to manage held-away retirement accounts, with distinctive operations including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan, as well as specialized divisions and affiliated businesses.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Brian Wolff is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Paychex, Brooklyn Boulders, Lyft, CBRE Group Inc, and Barclays Capital Inc. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management services, offering a range of discretionary and customized investment solutions.

Isabela Miller is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Her work history includes roles at Axial Financial Group, Fidelity Investments, Wellington Management, and teaching positions at College of the Holy Cross. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform offering managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kenneth Lahey is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior career includes over a decade with Fidelity and subsequent roles at Empower Financial Services before joining Empower Advisory Group. 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 clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Lauren Cecchini is a CFP® professional with one year of experience, currently with Savant Wealth Management. She previously worked at Heritage Financial and Weiss Asset Management and has a background that includes work outside finance as a chef. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a broad range of in-house capabilities and affiliated entities.

Mathew Smith is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and has prior experience with Uber and Barcelona Wine Bar. Outside of his advisory role, he serves as a board member and treasurer for Fellowship of the Wheel, a nonprofit organization that builds and maintains mountain bike trails in Chittenden County, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm employs model-based portfolio construction with Envestnet as sub-adviser and overlay manager and supports a large client base through its extensive advisor network.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. She has previously worked with Abaris Financial Group LLC and CWM, LLC. Outside of her advisory role, she owns Abbey Henderson LLC, a life coaching business, and serves as a committee member for the Community Foundation for MetroWest Professional Advisors Leadership Council. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes technology and centralized manager oversight to support advisors and clients.