Paul Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Charles River Financial Services since 2005 and at Commonwealth Equity Services, Inc. since 1993. Outside of investment advisory, he is involved with Charles River Financial Services, LLC, which provides document organization and consulting services related to taxation, divorce, estate planning, and asset recovery. 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 discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Ilir Rrapi is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones, Eagle Strategies (NY Life), New York Life Insurance Company, and Bank of America, 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 combines strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Rechard Alexander is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs, UBS, and TD Bank N.A. He is also involved with Parla Mystic Corporation. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Laura Williams is a CFP® professional with seven years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning And Management, LLC for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

David Boxmeyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC and Fidelity Investments for a combined total of 21 years. 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’s integrated approach aligns with Empower’s administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Richard Davies is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at O'Brien Wealth Partners LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Dylan Grocer is a CFP® and ChFC® professional with five years of industry experience, currently affiliated with Guardian Life in Needham, MA. He has worked at Guardian Life and Park Avenue Securities since 2020 and has previous experience with The Bulfinch Group and several other businesses. Outside of financial advising, he is involved in life coaching and personal development services focused on personal growth, career advancement, and leadership skills. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

James Bricker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company of America, and the Bulfinch Group since the early 2000s. In addition to his advisory work, he assists business owners with career and business management issues. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm implements investment strategies through proprietary and third-party portfolios and provides various account-level services including lending solutions and donor-advised funds.

Paul Doherty is a CFP® professional with over 31 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and co-owns Wells Financial Partners, LLC, where he has worked since 2005. His other business activities include ownership of an entity created for securities business and involvement in selling fixed insurance products. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through a due-diligence process, while also maintaining substantial clearing and custody relationships.

Himani Patel is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has worked primarily within TD Bank and its affiliated entities since 2018, including a prior role at Bank of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing clients with portfolio management, financial planning, and custody through third-party custodians.

Gregory Harris is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Andrew Holmes is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at Financial Planning Solutions, LLC. Outside of financial advising, he had two years of experience with State Line Propane LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm uses a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across multiple asset classes.

Richard Fine is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 23 years at Sensible Financial Planning and Management, LLC. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, retirement-plan services, and OCIO solutions to individual, corporate, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across various asset classes.

John Viola is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include eight years at John Hancock and ongoing involvement with Franklin Soccer School. Outside of financial services, he works as a sales associate at Home Depot. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and corporations, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Frederick Baird is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC since 2019, following a tenure at Aurora Financial Advisors, LLC from 2010 to 2019. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an “enhanced open architecture” framework, integrating fundamental and quantitative analysis with specialized tools like trend-following and options overlay strategies.

Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of 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.

Margaret Kantrowitz is a financial advisor at TIAA-CREF with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Allspring Funds Management, Wells Fargo, Merrill, and the New England Center and Home for Veterans. Outside of advising, she works as an interior designer and serves as a trustee reviewing and awarding college scholarships at Avon High School. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. His prior roles include positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Aldo also volunteers as a youth softball coach in Taunton, MA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, leveraging both in-house and third-party strategies supported by technology and centralized due diligence.

Brian Franford is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Daniel J. Galli & Associates, COMPASS Wealth Management, and Lincoln Investment. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Joshua Olson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group and Polaris MEP. Olson also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform with a variety of managed-account programs, third-party asset manager access, and comprehensive back-office services.