Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Kevin Sanchez is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior experience at Sachetta, LLC, Allied Universal, and Keenan Financial, among other roles. 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 portfolios through various model strategies and employs technology to manage held-away employer retirement accounts.

Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside a variety of investment vehicles.

Gregory Gonynor is a financial advisor with Citizens Securities, Inc. in Woburn, MA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at Santander Securities, LLC, Santander Bank, NA, and NYLIFE Securities LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, operating within a combined bank, broker-dealer, and advisory structure.

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted at her branch location. 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 over $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Janice Mc Garry is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at Sachetta, LLC and Wealth Management Advisors, LLC. 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 portfolios using various strategies, including core-satellite, pure-index, and options-based overlays, and is notable for its airline industry division and management of privately offered income funds.

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.

Kacey Smith is a financial advisor with Commonwealth Financial Network in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Commonwealth Financial Network since 1999. Outside of her advisory role, she is involved in fixed insurance sales through Lexington Financial Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, investment management, and compliance services. The firm offers various portfolio management options, including discretionary model portfolios and personalized indexing, and operates as a platform provider with a substantial clearing and custody relationship with National Financial Services LLC.

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.

Maura Flaherty is a CPA with nine years of experience as a financial advisor at Commonwealth Financial Network and over 25 years in accounting. She is based in Marblehead, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports nearly 2,900 advisors nationwide and manages approximately $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.

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.

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.

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.

Regina Moreira is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at TD Bank N.A., Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of advisory work, she is a co-owner of a family rental property. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers, offering portfolio management, financial planning, and access to multiple investment vehicles through its affiliated and third-party 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.

Carol Esposito is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Esposito Financial Group under Commonwealth Financial Network since 2006, with previous experience at Masconomet Regional School District and Esposito Law Office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

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.