Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Townsend Holdings LLC and Aon Securities LLC. Outside of his advisory role, he is Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and serves on the Board of Directors for the Boston College Alumni Association. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm employs a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Nathan Budrow is a CFA® charterholder with 14 years of industry experience. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Newport Capital Advisers and Northwestern Mutual Investment Services LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach that combines technical and fundamental analysis, utilizing mutual funds, ETFs, bonds, options, and equities.

Brendan Lammers is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Express Financial Advisors from 2005 to 2016 before joining Flagship Harbor and LPL Financial in 2016. He also spends time assisting Medicare-eligible clients with comparing Medicare Advantage and supplement plans. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Sumeet Malhotra is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities, Santander Bank, and Citizens Securities, among other related entities. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Dequan Tian is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and concurrently serves as an independent contractor assisting clients with health insurance applications. Tian also has prior experience with World Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a variety of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer in 2023, she worked at Bloomingdale's for eight years and was involved in a pet concierge business. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles, acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors Corp and has operated his own CPA affiliate program through Peter McMahon, P.C. since 2002. 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, consulting, and sponsors wrap-fee programs, utilizing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Brian Dudley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of advisory work, he is a public notary and owns a separate business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. 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, family office, and retirement plan advisory services with a focus on customized portfolios and a primarily long-term investment approach.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Kimberly Miles is a financial advisor with Eagle Strategies (NY Life) in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Eagle Strategies since 2008 and has been with New York Life Insurance Company since 2002. Outside of her advisory role, Kimberly is involved in executive producing and emceeing live events through her business, Miles In Heels Productions LLC, and she teaches Mah Jongg classes. Additionally, she performs as a singer in a band. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis, maintaining fiduciary responsibilities particularly to retirement investors.

Nicholas Forgione is a CFP® professional with two years of industry experience, currently an advisor at Allworth Financial, L.P. He has previously worked at Sachetta, LLC, CA Brandt, and Fidelity Investments, among other firms. Outside of finance, he has experience in the fitness industry and has held a position at Framingham State University. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Jeffrey Ryan is a financial advisor with Commonwealth Financial Network based in Danvers, MA. He holds the Series 63 designation and has one year of industry experience. His prior roles include positions at Beacon Benefits Advisor and several third-party administrator firms. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and support services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Brian Glick is a CFA® charterholder with three years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. His background includes both advisory and tax-related roles. 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 integrates active and passive strategies alongside various specialized offerings.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. Integrated Wealth Concepts LLC 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 with a long-term approach and oversight of third-party managers.

Robert Hannon is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at Nomura Securities International, Citizens Securities, and Income Research & Management. He is based in Waltham, MA. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and various investment vehicles.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.