Jake Rozhansky is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and involvement with sports organizations such as The Kraft Group (New England Revolution II) and several Israeli basketball teams. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Jennifer Watson is a financial advisor at Savant Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent 20 years at Heritage Financial Services, LLC. Watson joined Savant Wealth Management in 2026. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates.

Bin Chen is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. He has previously worked with Boston Hill Advisors, LLC, Ager Group, and CreditEase Wealth Management. Outside of finance, he holds shareholder roles in a family design firm and a family-owned restaurant. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles.

William Hughes is a financial advisor at OSAIC Institutions, INC. with one year of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc. and Bluestone Bank. Outside of his advisory role, Hughes serves as a board member for Space2Thrive and is involved in event planning and coaching youth hockey. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm delivers customized financial planning, ERISA plan services, and access to alternative investments, operating primarily through a network of investment adviser representatives who provide both advisory and brokerage solutions.

Gregory Williams is a financial advisor with Guardian Life and holds a Series 66 designation. He has 28 years of industry experience, including eight years at Mass Mutual Investors Services and sixteen years at Metlife Securities Inc. His current roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Jonathan Derby is a financial advisor with Focus Partners Wealth, LLC, based in Newton, MA, and has 22 years of industry experience. He has worked at The Colony Group, LLC since 2021 and previously operated Derby and Company Inc for nearly three decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Giuseppe Feraco is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015, following a brief tenure at Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a Managed Account program and a digital advisory platform, though new accounts for the digital program are no longer being accepted as of December 2024.

Brian Mc Donald is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Securities, New York Life Insurance Company, and Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kelli Adams is a CFP® with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at GW & Wade LLC and GW & Wade Asset Management Company. Outside of her advisory role, she owns an investment property with minimal involvement. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

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.

John Valentine is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked primarily at Citizens Securities, including two separate tenures totaling over 16 years, and also spent a year with the United States Postal Service. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.

Ashley Ott is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and 10 years of industry experience. She has been with Commonwealth since 2012 and is also the owner of Vantage Point Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services, including custom portfolios, third-party manager access, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

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 at Focus Partners Wealth, LLC with 22 years of industry experience. He worked at Derby And Company Inc. for 32 years before joining The Colony Group, LLC in 2021. 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 combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

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.

Carol Vesey is a financial advisor with Commonwealth Financial Network in Canton, MA, holding seven years of industry experience. She has been unemployed since 2008. 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 customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.