William Weydemeyer is a CFP® professional with 14 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at GWFS Equities, John Hancock, and Santander Securities. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Erik Oleary is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at New York Life, Securian Financial Services, and SagePoint Financial. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Daniel Galli is a CFP® and ChFC® with 40 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has previously worked with Goldman Sachs and PFE Advisors, Inc. Since 2002, he has also served as an instructor and guest lecturer at Boston University, delivering online educational webinars and updating course materials in retirement planning and employee benefits. Galli is the president of the Financial Planning Association as of 2025. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers multiple program platforms supported by third-party technology and management.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Amazon for six years and served in the U.S. Marine Corps for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within a long-term, tax- and fee-sensitive framework.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

David Lucier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior roles include positions at Janus Distributors LLC, Dane Street, and RFS Partners. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Heyden Acosta is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Advisory Group, Heyden worked at FNZ Trust Company and State Street Corporation. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. 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, family office, and retirement plan advisory services, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 65 designation and previously worked for The Colony Group, LLC for 11 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Andrew Karelis is a financial advisor with Commonwealth Financial Network in Newton, MA, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Commonwealth since 2006 and has held roles at KSP Financial Consultants, Core Wealth Advisory, and KSP Advisors, LLC. Karelis is also a partner and co-owner of a real estate holding company. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Brandon Arnold is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Andrew Baker is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Citizens Securities since 2012. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating as part of a bank-owned enterprise with a range of investment and related financial services.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. In addition to advising, Ou is involved in child care business operations as a site coordinator at Kiddosland Child Development Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment solutions.

Robert Phinney Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Raymond James and Associates for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Micheline Yacoub is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She also owns M.Y. Core Financials, LLC, through which she sells New York Life products and brokers non-registered insurance products. Yacoub volunteers with Community Consulting Teams of Boston, providing consulting services to local nonprofits. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages a substantial non-discretionary asset base, primarily serving defined contribution and defined benefit plans, charitable and corporate clients.

Clark Page is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, Page is involved in various business activities related to financial services. 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 family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internal management and third-party asset managers.