Tejas Borse is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and First Republic Investment Management. He has been with Commonwealth since 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. 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 combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Lawrence Martin is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2019, with prior experience at Morgan Stanley and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. 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 investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

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.

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.

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.

John Ferguson is a financial advisor with Empower Advisory Group in Franklin, MA, holding Series 66 and Series 63 designations and two years of industry experience. He has worked with Empower Financial Services, Inc., and previously with UP Education Network and EWM, Inc. His career also includes roles outside of financial services at The Possible Zone. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates over short-term forecasts.

Ta Shawn Arabian is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Empower Financial Services, he worked at Keenan Financial and has experience in educational and club settings. 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 retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

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.

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.

Michael Merrick is a financial advisor with GWN Securities Inc. in Natick, MA, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2015 and previously worked at Equitable Advisors from 2013 to 2015. Merrick also holds a life insurance agent license. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm uses a combination of discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers, with an emphasis on market-timing and momentum-based trading strategies in certain legacy programs.