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.

David Anderson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2011, alongside his role at Financial Foundations beginning in 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios with access to proprietary and third-party investment solutions.

Debra Brede is a Series 63 licensed financial advisor with 41 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at GW & Wade, D.K. Brede Investment Management Company, and Commonwealth Financial Network. Outside of her advisory role, she serves on the finance committee of Newton Wellesley Hospital and holds trustee and board positions with nonprofit organizations including Agape A.I.D.S. Orphan Care and Boston Rescue Mission. 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 alongside private and registered funds.

Kevin Pitts is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining EP Wealth Advisors, he worked in education at Norton Public Schools and has been affiliated with Stonehill College. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. It utilizes customized model portfolios and a mix of fundamental, technical, and cyclical analysis, alongside third-party manager recommendations and ERISA plan services.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 23 years of industry experience. He has been with Private Advisor Group since 2012 and has a prior affiliation with LPL Financial dating back to 2007. 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 retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment strategies and platforms.

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.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.

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.

Wei Xue is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. Wei has held roles at several firms including OpenWin Financial & Insurance Services LLC, Golden Summit Insurance & Financial Center Inc., and New York Life Insurance Co. Additionally, Wei is a notary public of Massachusetts and operates as an insurance broker for non-registered products. Eagle Strategies serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a range of programs such as fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to meet client and plan sponsor objectives.

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.

Melissa Couch is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Principal Financial Services since 2020 and has prior experience with Principal Life Insurance Company, Royal Alliance Associates, Inc., and Jhfn Sii. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

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.

Lynn Kaplan is a CFP® with 45 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency throughout her career. Kaplan serves as a Managing General Agent for fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides a range of advisory services through various program options.

Evan Horton is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at New York Life Insurance and NYLIFE Securities LLC. Outside of his advisory work, he volunteers as a flag football coach for six-year-olds in the Town of Lexington. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.