Mathew Smith is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and has prior experience with Uber and Barcelona Wine Bar. Outside of his advisory role, he serves as a board member and treasurer for Fellowship of the Wheel, a nonprofit organization that builds and maintains mountain bike trails in Chittenden County, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm employs model-based portfolio construction with Envestnet as sub-adviser and overlay manager and supports a large client base through its extensive advisor network.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Joshua Haapanen is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citizens Bank, and Measured Wealth Private Client Group, LLC. Outside of his advisory work, he also works as an independent contractor delivering food for Uber Eats and DoorDash. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Peter Morin is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His work history includes roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015, as well as Third3rd Financial Partners LLC and Fairway Group LLC. Outside of his advisory work, he serves as president of a local BNI chapter, managing weekly meetings and leadership activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Ek is a financial advisor with Empower Advisory Group in Woburn, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes roles at GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. 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. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Kristina Patt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. She has been with First Command in various affiliated entities since 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Alison Wilcox is a financial advisor with Commonwealth Financial Network in Burlington, MA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Commonwealth, she worked at Axial Financial Group and Doble LeBranti Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custodial services.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. 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 provides a comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. 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 accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Sequoia, he worked at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing various investment vehicles and research methods to meet client objectives.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with six years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of his advisory roles, he is involved as a client relationship manager at Affinia Financial Group. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, with oversight from an Investment Policy Committee.

William Trainor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at Hornor, Townsend & Kent since 2016 and is also associated with Penn Mutual Life Insurance Company since 2018. Trainor is involved in multi-line insurance brokerage through Cornerstone Financial Group, where he serves as an agent and partner. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of custody, execution, brokerage capabilities, and third-party asset management relationships.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nathan O'Loughlin is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2013. Nathan is also the owner of O'Loughlin Wealth Management, Inc., an operating company for securities business. 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. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios from a wide selection of securities and insurance products.

Stephen Ahern is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has worked at Allworth Financial since 2026 and previously spent over two decades with Wealth Management Advisors, LLC and Sullivan Bille, PC. 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 a variety of model strategies and uses technology to manage held-away employer retirement accounts, with a notable focus on airline industry employees and several affiliated businesses.

Alexandria Nadworny is a CFP® professional with 15 years of industry experience, currently advising at Sequoia Financial Group, L.L.C. She has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Outside of her advisory roles, she serves as Chairperson for the Citizen Advisory Board at the Massachusetts Department of Developmental Services, focusing on support for the disability community. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, customized accounts, and third-party manager selection, with oversight from an Investment Policy Committee and research from multiple external providers.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Ritchie Financial, LLC for 10 years and has been with New York Life Insurance Co. since 2002. Outside of his advisory work, he is involved as the owner of The Real Team Awesome, LLC and a member of TRTA Realty, LLC, entities related to managing shared expenses and office ownership. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.