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.

Matthew Sugden is a financial advisor with Commonwealth Financial Network in Waltham, Massachusetts. He holds a Series 66 designation and has 21 years of industry experience. He has worked with Commonwealth since 2004 and joined LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing roughly $212.7 billion in client assets.

Wei Xue is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at New York Life Insurance Co., NYLIFE Securities LLC, Eagle Strategies, Golden Summit Insurance & Financial Center Inc., and OpenWin Financial & Insurance Services LLC. Wei Xue is also a notary public in Massachusetts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

William Montague is a CFP® and CFA® credentialed advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles 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 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Karl Baumann is a financial advisor with Integrated Wealth Concepts LLC, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. He has worked with Lincoln Financial Advisors and has been involved with his own firm, Baumann & Company, Inc., as well as Baumann & Baumann CPAs. Integrated Wealth Concepts LLC serves individuals, 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

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.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

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.

David Piccirilli is a CFP® professional with five years of industry experience. He is currently with Hightower Advisors since 2023 and previously worked at RSM US Wealth Management and RSM US LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering a variety of portfolio management and financial planning services supported by proprietary research and a broad network of affiliated and third-party managers.

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.

Shannon Brennan is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. She has been with Commonwealth since 2000 and has also been affiliated with CAIP since 1995. Outside of her advisory work, Brennan serves as a Certified Program Instructor for New Hampshire's Impaired Driver Intervention Program. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, enabling advisors to tailor client portfolios with discretionary investment options and distinct program structures.

Ryan Wilkinson is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Commonwealth Financial Network since 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Paul Saganey is a CFP® with 39 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Waltham, MA. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, he is the owner of InTouch Innovations, a financial marketing company serving advisors, small businesses, and charitable organizations, and he is also an author. 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, utilizing customized portfolios with a long-term investment approach complemented by shorter-term adjustments.

Richard Allred is a CFP®, CFA®, and Series 66-designated financial advisor with 20 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Core Wealth Advisory since 2021. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm provides comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody and clearing services.

Christopher Mackey is a financial advisor at Guardian Life with the Series 66 designation and two years of industry experience. He previously worked at Bulfinch Group and ThousandEeys, among other firms. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary models, and utilizes both proprietary and third-party strategies.

Jill Fopiano is a CFP® and CFA® with 16 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and was previously with O'Brien Wealth Partners LLC for 13 years. Jill serves as a co-trustee on a client trust, approving distributions to beneficiaries. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, and specialized investment vehicles.

Lori Deane is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at The Colony Group, LLC for sixteen years before joining Focus Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Stephany Fiadjoe is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017, and previously worked at PRUCO Securities LLC and Prudential Insurance Co of America. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including proprietary and third-party model portfolios, and provides services such as securities-based lending and donor-advised funds.