Mark Mathers is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Waltham, MA. Prior to 2015, he was associated with Beacon Pointe Wealth Advisors, LLC. 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-driven approach using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions, among other services.

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.

Curt Busenburg is a financial advisor at TIAA-CREF with CFP® and CFA® designations and three years of industry experience. He has been with TIAA since 2008 and joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard to its advisory services.

Dillon Gonzalez is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2015. 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, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Charles Cady is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 designations and has prior work experience at firms including Booz Allen Hamilton and Sea Machines Robotics Inc. Outside of his advisory role, he serves as the 1st Vice Commander on the E-Board of AMVETS Post 208 in Hudson, Massachusetts, overseeing membership activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Melissa Gallagher is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been with Commonwealth Financial Network since 2016. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing 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.

Jonathan Marcus is a CFP® with 18 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent over a decade with Raymond James Financial Services. He also has experience managing rental properties. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and customized investment solutions.

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.

Matthew Ristuccia is a Series 65-licensed financial advisor with Hightower Advisors in Waltham, MA, and has 14 years of industry experience. He previously worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Julie Murphy is a financial advisor with Commonwealth Financial Network, holding a Series 66 license and 20 years of industry experience. She has been with Commonwealth since 2012. Outside of her advisory role, she holds a life, health, and disability license, which she uses exclusively in relation to her duties with Delta Equity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform including managed account programs, access to third-party managers, and custody services.

Charles Wheeler is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has eight years of industry experience. He has been associated with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2011, where he also works as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

Leonid Kvitnitsky is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated model using affiliated funds.

Jonathan Sudkin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016, and prior to that, he worked at MetLife Securities Inc. for one year. 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, employing a long-term investment approach with customization through mutual funds, ETFs, equities, and fixed income.

Cameron Smith is a financial advisor at Commonwealth Financial Network with 18 years of industry experience and holds the Series 66 designation. He has been with Commonwealth since 2011. 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 advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

Robert Rice is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corporation from 2013 to 2016. He also operates his own CPA affiliate program under Robert G. Rice, PC. 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 a primarily long-term investment approach with customized portfolios through internal management and third-party asset managers.

Andrew Mason is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and four years of industry experience. He has operated Andrew J Mason CPA since 1989. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients with approximately $212.7 billion in assets under management.