Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.

Allison Gaines is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Gaines Deluca CPA LLC, a CPA firm. Her prior work includes four years at Samet & Company PC and four years at Blum Shapiro & Company PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 provides a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Yoon Hi King is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory work, she serves as a co-trustee of the Andrew D. King Trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Rachel Zibrak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2021 and Derby And Company, Inc. from 2014 to 2021. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other investment vehicles.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Jonathan Barnett is a CFP® professional with five years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent ten years with Covalent Partners LLC and completed the Boston University Financial Planning Program before entering his advisory roles. Outside of his financial career, he serves as power of attorney and healthcare proxy for a family member. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs with both discretionary and non-discretionary options.

Richard Paine Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 registrations, with 39 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory work, he occasionally conducts life, disability, and long-term care insurance business independently. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary models and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Lydia Asaf is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her prior roles include positions at BlackRock, Liberty Mutual Investments, Barclays Capital, and Zyon Capital Partners. She serves as a board member for the nonprofit Girls on the Run Worcester County and is a board advisor to Newton Wellesley Hospital. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and advisory programs utilizing both proprietary and third-party model portfolios.

Adam Willis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at The Colony Group, LLC, GW & Wade, LLC, Trust Advisory Group, Ltd., and Table Rock Infrastructure Partners. Willis also has experience in political campaigns and academia, having worked on a U.S. Senate election and at UMass Amherst. Focus Partners Wealth serves a diverse client base, including individuals, families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates advice across managed and held-away assets.

Stephen Marsters is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and GW & Wade, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, and ETFs.

Christopher Stuart is a financial advisor with Allworth Financial, L.P., holding the CFA® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including roles at Shorepoint Capital Partners and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients, including high-net-worth individuals, trusts, and corporate entities. The firm offers customized portfolio management and financial planning services using a variety of model strategies and third-party sub-advisers, and it maintains specialized business divisions such as an Airline division and affiliated tax and brokerage practices.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets and AssetMark, Inc. Valley has a background that includes consulting at Deloitte and a period of full-time education at Bentley University. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Amy Lampert is the principal of The Lampert Advisory Group with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, Lampert serves as a FINRA arbitrator, consults on organizational change and executive coaching, teaches courses at Brookline High School Community and Adult Education, and is a trustee of the Brookline Symphony Orchestra. The Lampert Advisory Group acts as an investment manager specializing in pooled investment vehicles and institutional accounts, utilizing alternative fee structures rather than percentage-of-assets-under-management fees. The firm maintains a compact operational profile with no individual clients or other advisors on record.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Rebekah Pennell is a CFP® professional with nine years of industry experience, currently serving at Creative Planning. Her prior work includes roles at Ferris Capital, Fidelity Brokerage Services, and Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC based in Newton, MA. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. His prior work includes roles at The Colony Group, LLC, Derby and Company, Inc., Ferris Capital, LLC, and Siharum Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Jason Friday is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2017, he worked at Sii from 2015 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a managed account program, and is 100% owned by Citizens Bank, N.A.

Steven Kuk is a financial advisor with Citizens Securities, Inc., holding Series 65 and Series 63 credentials and 24 years of industry experience. He has been with Citizens Securities since 2016 and Citizens Bank since 2025. Outside of his advisory role, he is active as a soccer coach, serving as a private goalkeeper coach, head soccer coach at Burrillville High School, and a goalkeeper coach for local soccer programs. 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’s advisory offerings include a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios.

William Bain is a CFP® professional with five years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services and Brown Brothers Harriman. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.