Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Patrick Hinton is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and 27 years of industry experience. He is a co-owner of Altara Wealth, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of his advisory role, he serves as an elected Town Meeting Member in Walpole, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

Thomas Vesey is a financial advisor with Commonwealth Financial Network in Canton, MA, holding seven years of industry experience. He has operated Thomas Vesey Consulting since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. 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 advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Peter Fredericksen is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank of Canton since 2008 and infinex Investments, Inc. since 2007. Outside of his advisory role, he is involved in estate planning through BOC - Life Solutions, focusing on sales of estate plans and related trusts. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.

Jack Baird Jr. is a financial advisor with Focus Partners Wealth, LLC in Hingham, MA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at The Colony Group and Credit Suisse Securities (USA) LLC, with eight years at each firm. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Lisa Cremonini is a CFP® professional with 26 years of experience in the financial industry. She has been affiliated with Commonwealth Financial Network since 2004 and with Capitol Financial Advisors since 2010. In addition to her advisory work, she serves as president of LMC Financial Planning Services LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction and offering proprietary model portfolios and customized investment solutions.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and Citizens Bank in various roles since 2010. She is also a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Matthew Donovan is a financial advisor with Integrated Wealth Concepts LLC in Rockland, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he is involved in tax preparation and accounting services through his ownership of D & D Financial. 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, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach while maintaining flexibility for shorter-term trades.

Barry Morgan is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GW & Wade, LLC and GW & Wade Asset Management Co., LLC before joining The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, 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, specialized funds, and legacy programs from merged firms.

Brandon Avergon is a financial advisor with TLG Advisors, Inc. in Framingham, MA, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at The Leaders Group Inc, Rockefeller Financial LLC, and Brookwood Securities Partners, among others. He is president of several consulting businesses focused on trusts and international insurance. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and a digital program called Starlight Portfolios.

Katerina Lubonja is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Bluestone Wealth and Trust, and MCB Financial Services at Mansfield Bank. She serves as a volunteer board member for Space2Thrive, a nonprofit organization, beginning in December 2024. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory network employs a combination of fundamental and technical analysis and manages predominantly non-discretionary assets.

Parker Walsh is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Sustainable Leaders Investment Management and Arrowside Capital. Walsh also spent four years affiliated with the University of Richmond. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a blend of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies.

Jason Skolnick is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 20 years and FIRST NATIONAL Advisors for 28 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax, accounting, and family office services.

Michael Taylor is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC and has three years of industry experience. He also has over a decade of experience with Taylor & Company, PC. Outside of advising, Taylor is the owner of Frosh Properties LLC, a non-investment-related rental property business. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term approach and utilizing both internal management and third-party asset managers.

Rachel Zibrak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2021 and Derby And Company, Inc. from 2014 to 2021. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, 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 other investment vehicles.