Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Michael Waldron is a CFP® and CFA® at Savant Wealth Management with 11 years of industry experience. He previously worked at Heritage Financial Services for 12 years before joining Savant. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting approximately $55.6 billion in assets under management.

Jared Ravech is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. Prior to joining Savant, he worked at Heritage Financial Services and Integrated Financial Partners. His background also includes four years at Tufts University and four years at Belmont Hill High School. Savant Wealth Management serves a diverse client base, including individuals, families, pension 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 services through affiliated accounting, legal, and trust entities.

Jerome Sullivan is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Bank and Apple Corp. His other business activities include serving as a travel advisor for Collette Vacations. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and provides portfolio management, financial planning, and custody services.

Sandro Gelfusa is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Savior Wealth, Morgan Stanley, and UBS Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technological support.

Timothy Demeritt is a CFP® with 25 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. He previously worked at Lincoln Financial Advisors from 2007 to 2016. 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, employing customized portfolios with a long-term investment approach and utilizing both internal management and third-party asset managers.

Robert Pelland is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 66 licenses and with three years of industry experience. His career includes prior roles at JPMorgan Chase and Santander Securities. He currently serves clients at TD Private Client Wealth LLC and TD Bank N.A. 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 clients. The firm constructs portfolios using strategic and tactical asset allocation with a mix of affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Oliver Scholle Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Commonwealth since 2015, including his current tenure starting in 2018, and also works with Harvest Wealth Management. Outside of advising, he is a co-owner of Brooks Point, LLC, an entity involved in managing residential real estate in Fishers Island, NY. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, technology, and compliance support to affiliated advisors.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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 offers a range of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Mark Ragucci is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JMP Securities LLC, Citizens Capital Market, and Citizens Securities, Inc. He is based in Westwood, MA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. 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 primarily with mutual funds, ETFs, individual equities, and fixed income.

John Murray is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, G.W. & Wade Asset Management Company, Inc., and G.W. & Wade, Inc. during his career. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Robert Hitchcock is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Centaurus Financial since 2000. Outside of his advisory role, he is involved with the Estate Planning Team to represent and market deferred sales trust services and owns The Thorndike Company, LLC, overseeing its operations and marketing. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a blend of fundamental and technical investment analysis.

Brian Gioscio is a CFP® professional at CWM, LLC with eight years of industry experience. His prior work includes roles at Boston Retirement Group, John Hancock, and Concord Wealth Management. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach that integrates in-house investment committees, third-party sub-advisors, and customized investment tools.

Ryan Campbell is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and The Bulfinch Group. Outside of his advisory work, he serves as head coach for a high school freshman hockey team. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Steven Turner is a financial advisor with Empower Advisory Group, holding Series 66, Series 65, and Series 63 licenses and 17 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, Symmetry Financial Group, and Thompson Financial Group. Outside of his advisory work, he spends time selling annuities related to Medicare insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Winn is a CFP® with nine years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years at Heritage Financial Services. Savant Wealth Management serves a diverse client base including 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 services including accounting, legal, and trust through affiliated entities.

Michael Graff is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Foundations Investment Advisors, LLC and has been involved with ProIncome since 2015 as an owner and insurance agent focusing on income and insurance planning. Outside of finance, he works part-time as a certified motorcycle riding instructor. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Mark Mcgaunn is a CFP® and PFS™ credentialed advisor with over 21 years of experience. He is currently with Integrated Wealth Concepts LLC and has also been associated with LPL Financial and Mcgaunn & Schwadron, CPAs, LLC. Outside of advisory services, he is involved with Mcgaunn & Schwadron, CPAs, an independent CPA and investment advisory firm. 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 consulting, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Charles Schwab and Windhaven Investment Management, among others. He is based in Medfield, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.