Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. 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 employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. His prior roles include positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Aldo also volunteers as a youth softball coach in Taunton, MA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, leveraging both in-house and third-party strategies supported by technology and centralized due diligence.

Brian Franford is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Daniel J. Galli & Associates, COMPASS Wealth Management, and Lincoln Investment. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Joshua Olson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group and Polaris MEP. Olson also engages in fixed insurance sales as a secondary business activity. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform with a variety of managed-account programs, third-party asset manager access, and comprehensive back-office services.

Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He previously worked for 16 years at Shorepoint Capital Partners. In addition to his advisory role, he serves as a trustee managing investment decisions for his family's trusts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized options-based approaches, and utilizes technology to manage held-away employer retirement accounts.

Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Richard Belofsky is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, and The Bulfinch Group LLC. He teaches adult education classes on retirement-related topics in Arlington, MA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. 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 combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Jeffrey Bloom is an advisor at Commonwealth Financial Network with over 28 years of industry experience, including a long tenure at Margolis Bloom & D'Agostino since 1998. He joined Commonwealth Financial Network in 2025. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Samuel Quoos is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, including his current role starting in 2025. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lisa Cremonini is a CFP® professional with 26 years of experience in the financial industry. She has been affiliated with Commonwealth Financial Network since 2004 and with Capitol Financial Advisors since 2010. In addition to her advisory work, she serves as president of LMC Financial Planning Services LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction and offering proprietary model portfolios and customized investment solutions.

Robert Rice is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network in Needham, MA. He has worked at Commonwealth Financial Network since 2009, with a brief period at Harvest Wealth Management, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

Marilyn Nakhla is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Needham Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.