Bryce Shaw is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His career includes roles at Park Avenue Securities, Forge Financial, and The Bulfinch Group, as well as service in the U.S. Navy. Prior to his finance career, he worked in construction for nine years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services delivered through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Brian Gotta is a financial advisor at United Planners' Financial Services of America with Series 63 and Series 65 credentials and 42 years of industry experience. He has held roles at Gotta Retirement Services, Inc. and Ye Olde Garrison Inc., the latter being a real estate sales and property management business he owns. He is also a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Blake Hopkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior experience includes seven years at Santander Securities, LLC, and twelve years with Santander Bank, NA. Hopkins is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios with discretionary and non-discretionary options.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. 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, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Boris Lokshin is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience, with a career including roles at Berkshire Equity Sales, Inc. and Berkshire Life Insurance Company since 1995, as well as positions at Guardian Life and Park Avenue Securities. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Cetera Advisor Networks, Pangea Wealth, and John Hancock. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity involved in 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, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. 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, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Nicholas Decelles is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. He has one year of industry experience and has worked at TD Bank since 2023. His background includes roles outside finance, such as positions at Bryant University and the Wide World of Indoor Sports. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments managed by affiliated and third-party sub-managers.

Mark Poitras is a financial advisor at Guardian Life with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions tailored to client needs, combining advisor-led discretionary management with model-based strategies and technology platforms.

Barry Zimmerman is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Guardian Life and its affiliates since 1995 and has also worked with Park Avenue Securities since 2024. Outside of his advisory role, he manages the resale of season Red Sox tickets. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both advisor-led and model-based investment strategies, combining proprietary programs with third-party platforms and a digital advisory solution.

Richard Rosenthal is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at The Colony Group and Capital Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Laura Gustafson is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including Shorepoint Capital Partners LLC and SK Wealth Management, LLC. Gustafson also serves as an adjunct faculty member lecturing at the graduate level at Rhode Island College. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing both quantitative and qualitative analysis through an Investment Committee to implement customized investment strategies.

Yuan Liu is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at KPMG US LLP and SS&C Technologies Holdings. Outside of advising, he is involved with SCORE, a nonprofit organization supporting small businesses. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, managing a mix of discretionary and non-discretionary assets.

Iman Farimani is a Series 65 licensed advisor with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining Focus Partners Wealth in 2024, Farimani worked at GW & Wade, LLC for three years and has held positions in both legal and academic settings, including with several law firms and Northeastern University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.