Simon Heslop is a CFA® charterholder with 17 years of experience in the financial industry. He is currently an advisor at Allworth Financial, L.P. since 2025, having previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. from 2014 to 2025. 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 management using a range of strategies, including model allocations and options-based overlays, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Caitlin Cullerton is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds a Series 66 designation and has been affiliated with New York Life Insurance Company and its related entities since 2012. Outside of her advisory role, she volunteers teaching gospel at Blessed Trinity Church in Massachusetts. Eagle Strategies serves individual and institutional clients through a broad network of investment adviser representatives, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Richard Howell is a Series 66 licensed advisor with Primerica Advisors, where he has worked for 10 years. He also has experience at Park Avenue Securities and Guardian Life Insurance Company, each for 2 years. Outside of his advisory roles, he holds power of attorney for his spouse. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account services including lending solutions and donor-advised funds.

Lauren Kuzmak Herrmann is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of industry experience and previously worked at Fidelity Brokerage Services, State Street Global Markets, Thomson Reuters, and PNC Bank. Outside of financial services, she was involved with Turbo CrossFIT for five years. She is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Douglas Reiss is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has three years of industry experience. He has worked at Park Avenue Securities, LLC since 2021 and has been associated with The Guardian Life Insurance Co. of America since 2011. Outside of his advisory role, he is the owner of Reiss Capital LLC, a business entity established for a GA contract. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies along with financial planning and retirement-plan consulting.

Kevin Schneider is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the finance and business development committee at Doc Wayne Youth Services and participates in the Bulfinch Group Charitable Foundation's grant evaluation process. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Ashley Woods is a financial advisor at Farther with 17 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Tristan Munalem is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at LPL Financial, Boston Properties, and the Boston Red Sox. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers access to various managed account solutions, including its proprietary WealthSuite platform.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Ameritas Life Insurance and ARCH Wealth Management LLC. In addition to his advisory work, he serves as president of Boston 128 Companies and Millbrook II Condo Trust Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account solutions and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America, Inc., Coin Metrics Inc, Bitooda Technologies, and AB Quarters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal team and an investment committee, with services that include tax integration, family office capabilities, and employer financial wellness tools.

Gracio Garcia is a financial advisor with Primerica Advisors based in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, Garcia is involved with the Gentle Giant Rowing Club. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Mark Derby is a financial advisor with Focus Partners Wealth, LLC and holds 23 years of industry experience. He previously worked at The Colony Group, LLC for five years and ran Derby And Company Inc. for 32 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Andrew Kingston is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Fidelity Brokerage Services. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and features such as securities-based lending and tax harvesting.

Michael Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Securities Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to tailor asset allocation and retirement guidance.

Ronald Halterman is a CFP® professional with 19 years of industry experience, currently affiliated with Private Advisor Group, LLC. He also owns Northward Financial Group, through which he operates a separate financial services practice. His prior experience includes over a decade at Weston Securities Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jason Rollins is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds the Series 66 designation and has professional experience that includes roles at Commonwealth Properties Residential and other firms since 2006. Outside of finance, he has been involved with Boston Sports Card Exchange, LLC. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Andrew Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at GWFS Equities, Keller Williams, Redfin Real Estate, Compass Real Estate, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions.

Darren Violette is a financial advisor with Primerica Advisors in Whitinsville, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved in insurance services beyond Guardian when appropriate for clients. Primerica Advisors serves a broad retail client base and offers both transaction-based brokerage and fee-based advisory services, including financial and retirement planning. The firm employs a diversified investment approach using proprietary and third-party models, catering to individual investors, high-net-worth clients, and organizations.

Tobe Reed is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and 19 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Reed is also involved with Spector & Frisch Private Wealth Management in a non-investment capacity. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, corporations, pension plans, and charitable organizations with a range of investment advisory, financial planning, and managed account services.