Charles Bean III is a financial advisor with Savant Wealth Management in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including 30 years at Heritage Financial Services prior to joining Savant in 2026. He also serves as a trustee for a family trust in a non-investment-related capacity. 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 employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated entities offering legal, accounting, and trust services.

Ashley Lareau is a CFP® professional with six years of industry experience. She is currently with Allworth Financial, L.P. and previously worked for Shorepoint Capital Partners LLC for 14 years. 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 core-satellite, pure-index, and specialized approaches such as Buffered Equity ETFs and options-based overlays, and uses both discretionary and non-discretionary management.

William Montague is a CFP® and CFA® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at The Cynosure Group, SVB, Bay State Financial, Northwestern Mutual Life Insurance Company, Falcon Investment Advisors, Citizens Financial Group, and Boston Private. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management, financial counseling, and investment services, using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with a broad platform of affiliated service companies and product relationships.

Jenny Hallstrom is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 credentials and three years of industry experience. Her work history includes multiple roles at Guardian Life and Park Avenue Securities, as well as The Bulfinch Group. She is also a commissioned Notary Public, supporting her team at The Bulfinch Group. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

John Foley is a financial advisor at Commonwealth Financial Network in Needham, MA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Commonwealth since 2013. In addition to his advisory role, he spends part of his time engaged in fixed insurance sales. 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 support services, including discretionary model portfolios and multiple program structures, while providing operational and compliance support to affiliated advisors.

Kawtar Slaoui is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs strategic and tactical asset allocation through TD Managed, Guided, and Premier Guided Portfolios, utilizing both affiliated and third-party sub-managers.

Richard Allred is a CFP®, CFA®, and Series 66-designated financial advisor with 20 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Core Wealth Advisory since 2021. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm provides comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody and clearing services.

Christopher Mackey is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at the Bulfinch Group and ThousandEeys among other firms. Guardian Life’s subsidiary, Park Avenue Securities, serves a range of clients including individuals, pension plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.

Brian Hertzberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Commonwealth Financial Network and Ames Financial Services in multiple periods since 2010, and previously held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Hertzberg is also involved in fixed insurance sales as an agent under the name Ames Financial Services. 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 support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Lori Deane is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Focus Partners Wealth, LLC since 2025 and previously worked at The Colony Group, LLC for 14 years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing enhanced open architecture, and offers a broad spectrum of wealth management, advisory, and fiduciary services.

Stephany Fiadjoe is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017, and previously worked at PRUCO Securities LLC and Prudential Insurance Co of America. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including proprietary and third-party model portfolios, and provides services such as securities-based lending and donor-advised funds.

Michael Borzi is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at The Colony Group, Open Text Corp, Bryant University, KPMG, and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that combines fundamental and quantitative analysis, external manager selection, and a range of investment strategies across equities, fixed income, alternatives, and overlay sleeves.

Nicholas Peters is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Primerica Advisors and has previously worked at Guardian Life Insurance Company of America, Fallon Custom Homes, Group Design Build, and Park Avenue Securities. Outside of his advisory role, he is involved in an insurance business separate from Guardian. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Andrew Wood is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Bank, and Martignetti Companies prior to his current role. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Ryan Shepard is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Gwfs Equities, Inc. since 2015. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Martin Lowenthal is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. His other business activities include insurance services outside of Guardian Life. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features such as lending solutions and tax harvesting.

Kathleen Kuhn is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth since 2023, following prior roles at Merrill and Baynes Electric Supply Co. Baynes also serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis, and it offers a broad range of wealth management and advisory services supported by an extensive network of affiliated service companies and product relationships.

Adam Zandonella is a financial advisor with Eagle Strategies (New York Life), holding Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Bain Capital LP and has roles with McGuire & Wright Financial Group LLC focused on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services that emphasize tailored recommendations and primarily non-discretionary asset management.

Preston Wong is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Wong attended Northeastern University from 2020 to 2024. 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, and offers a variety of specialized investment programs and financial services.