Bernard Mensah is a financial advisor with Transamerica Financial Advisors, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has five years of industry experience and has worked at various firms, including Citizens Securities Inc. and Pruco Securities LLC. He is also the owner and director of Tax Express Group, a tax preparation business operating since 1999. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that include discretionary and non-discretionary management options. The firm operates as both a registered broker-dealer and a registered investment adviser, supporting individual and institutional clients with a wide range of investment and retirement solutions.

Susan Harkin is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements. The firm is noted for its predominantly non-discretionary assets and its combination of advisory and brokerage solutions delivered by a large network of investment adviser representatives.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been associated with Eagle Strategies since 2021. In addition to his advisory role, he operates McGuire and Wright Financial Group LLC and is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, focusing primarily on non-discretionary assets and catering to both retail and institutional investors within an integrated New York Life affiliate structure.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jonathan Sullivan is a financial advisor with Guardian Life in Needham, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in an insurance broker group specializing in group medical, dental, disability, and life coverage for small businesses. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management and a hybrid digital advisory solution.

Brett Lonergan is a CFP® and CFA® with six years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and is an owner of Northward Financial Group, where he operates an independent financial services practice. His prior experience includes roles at Washington Trust Advisors, Inc. and Weston Financial Group, Inc. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Ty Rocheleau is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network in various roles since 2006 and also recently at Strategic Financial Alliance. 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, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and DeFranceschi & Klemm PC. Outside of his advisory role, he operates a business buying and selling sports trading cards. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and separate account managers.

Andrew Kehoe is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and The Bullfinch Group. Outside of his advisory work, Kehoe has been involved in the hospitality industry and volunteers with the Association of Financial Educators, conducting workshops and seminars. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.

Joseph Roberts Jr is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Lincoln Financial Advisors. Outside of his advisory work, he has an ownership interest in Terrier Sports, Inc. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth 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 primarily long-term investment approach with customized portfolios utilizing mutual funds, ETFs, equities, and fixed income.

Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. 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, including wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

David Santoro is a CFP® professional with 17 years of experience in financial advising. He has been affiliated with Commonwealth Financial Network since 2012 and leads Santoro Financial Planning Group, a private entity facilitating securities, advisory, and insurance business. Prior to forming his own group, he worked at MCB Financial Services from 2012 to 2020. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. Advisors on the platform have discretion to create client portfolios from a broad range of securities and insurance products, supported by Commonwealth’s investment research and model portfolios.

Jack Heintzelman is a Certified Financial Planner® with seven years of industry experience. He is affiliated with Commonwealth Financial Network in Needham, MA, and has prior experience at firms including Boston Wealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and UBS Financial. He is a co-owner and board member of Liberty Cedar, Inc., a retail lumber 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 support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, retirement and plan consulting, and custody/clearing services.

Charles Murphy III is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been president of Charles F. Murphy, Inc. since 2006, which also operates The Murphy Insurance Group offering property, casualty, and medical insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice-management services.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Thomas Licciardello is a financial advisor at Guardian Life with 25 years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he spent over 30 years at Compass Securities Corporation. Licciardello also serves as principal of Licciardello Financial Services, an investment-related business he has operated since 1998. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Michael Difiore is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2018. His background includes both insurance and securities roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary management solutions.

Kevin Webber is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation combined with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Philip Jameson is a financial advisor at Focus Partners Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Jameson serves on the Investment Committee for the Clergy Health and Retirement Trust and is a member of the Town of Wellesley Advisory Committee, where he reviews local issues and makes recommendations to Town Meeting Members. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 separate account managers.

Andrew Wilmarth is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc since 2015. Outside of his advisory role, he was involved with the Charles River YMCA from 2012 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s financial planning emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base relative to its advisor headcount.