Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Michael Berkley is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Berkley serves as an arbitrator for industry disputes, is a public notary, and holds leadership positions with local youth and high school athletics organizations in Sharon, Massachusetts. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm offers tailored portfolio management services and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Audrey Dickhudt is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and has been associated with Commonwealth since 2009. Outside of her advisory role, she is involved with The Greater Boston Glass Group in a non-investment capacity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Hakyun Morrissey is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Morrissey has been with TIAA-CREF since 2007. In addition to advisory work, Morrissey serves on the advisory board of Final Matters LLC, an app focused on helping families manage and celebrate life’s milestones. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolio options, and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Mccann is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers adviser support through managed-account programs, access to third-party asset managers, and custody and clearing services.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Kyle Anderson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has previously worked with AXA Advisors, LLC and holds roles with Penn Mutual Life Insurance Company alongside his current position. Anderson is a board member and treasurer of the New England Masters Skiing Foundation, a nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a combination of investment advice, custody, execution, and brokerage services.

William Mack is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Willie Ramirez is a financial advisor with Empower Advisory Group in Lawrence, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Gwfs Equities, Inc. since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Andrew Phillips is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds the Series 63 and Series 66 credentials and has 18 years of industry experience, including 10 years with Commonwealth. 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. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Shaun Griffin is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Before joining Commonwealth Financial Network in 2020, he worked at JP Morgan Chase & Co, Mattress Firm, Cape & Islands Kitchens, and Northeast Interiors. 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 their individual and institutional clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Stys is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2017. Prior to joining Commonwealth, he worked at Hampshire Country School for one year. 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 managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

David Smith is a financial advisor at TIAA-CREF with 15 years of industry experience and holds Series 63 and Series 66 designations. His prior roles include positions at Citizens Securities, Santander Bank and Securities, Strategic Advisers, and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Dorian Carbunari is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and with 20 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

David Maher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Martone Financial Group since 2006. Outside of his advisory role, he is employed in property management for a family-owned business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including customized portfolios and third-party asset manager access, while providing operational and compliance support to affiliated advisors.

Thuy Berman is a Series 66-registered financial advisor with Commonwealth Financial Network in Waltham, MA, where she has worked since 2003, totaling 23 years with the firm and 16 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.