Barry Morgan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment 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.

Brandon Avergon is a financial advisor with TLG Advisors, Inc. in Framingham, MA, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at The Leaders Group Inc, Rockefeller Financial LLC, and Brookwood Securities Partners, among others. He is president of several consulting businesses focused on trusts and international insurance. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and a digital program called Starlight Portfolios.

John Stevens is a financial advisor at Commonwealth Financial Network with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Core Wealth Advisory, The Vanguard Group, Inc., and Vade Group, Inc. He also has experience outside finance, including teaching at Boston College and Roman Catholic High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad platform of managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

Sheldon Rosenberg is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a CPA and owner at Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Greg Gohr is a financial advisor at Allworth Financial, L.P. in Waltham, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Wealth Management, LLC and Commonwealth Financial Network prior to joining Allworth in 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 mix of model strategies and employs technology to manage held-away accounts without client login credentials.

Parker Walsh is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. His prior roles include positions at Sustainable Leaders Investment Management, Arrowside Capital, and LIQUIDSports. He also has a background that includes academic work at the University of Richmond and teaching at Dover Sherborn High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Gregory Stamas is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including 21 years with Park Avenue Securities and Guardian Life Insurance Company. He is also involved with Stamas Financial Group, LLC, an insurance sales business. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account features including discretionary management, alternative investments, and securities-based lending.

Harry Margolis is a financial advisor with Commonwealth Financial Network in Wellesley, MA, holding 13 years of industry experience. He has been involved with Margolis and Bloom, LLP since 1987 and Elder Law New Inc. since 2000. Outside of financial advising, he is engaged in insurance sales through 535 Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

Stephen Mc Cue is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior roles include positions at Voya Financial and John Hancock. He is also appointed with outside insurance carriers as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Richard Santos is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 registrations and has 11 years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages most assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Delia Brimmer is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Eagle Strategies since 2023 and has been with New York Life and Nylife Securities LLC since 2014. Outside of advisory work, she is also appointed as an insurance broker for non-registered insurance products and serves as a notary public. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of assets on a non-discretionary basis.

Christopher Andrysiak is a CFP® with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Before joining Beacon Pointe, he worked at Sensible Financial Planning and Management, LLC for six years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. 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 portfolios managed by both affiliated and third-party sub-managers.

Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.

Allison Gaines is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Gaines Deluca CPA LLC, a CPA firm. Her prior work includes four years at Samet & Company PC and four years at Blum Shapiro & Company PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Yoon Hi King is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory work, she serves as a co-trustee of the Andrew D. King Trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Rachel Zibrak is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She has previously worked at The Colony Group, LLC, Derby And Company, Inc., Rinet Company, LLC, and New England Private Wealth Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive 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.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012, and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hanstad provides investment advisory services primarily through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Jonathan Barnett is a CFP® professional with five years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent ten years with Covalent Partners LLC and completed the Boston University Financial Planning Program before entering his advisory roles. Outside of his financial career, he serves as power of attorney and healthcare proxy for a family member. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs with both discretionary and non-discretionary options.