Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Bela Vonnak is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Empower, Bela held roles at Mutual of America, Sentry, Gardner Resources Consulting, and several technology companies including Meta and Amazon. 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 clients. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Jeffrey Feccia is a CFP® professional with eight years of industry experience, currently affiliated with Creative Planning. His prior roles include positions at Morgan Stanley and Eaton Vance Management. Outside of his advisory work, he is the sole proprietor of a holiday-themed agriculture business called Christmas Tree For Me. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure across a broad range of service offerings.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at GW & Wade LLC for three years and has a background that includes seven years at Square Cafe. Smyth holds a Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, providing both discretionary and non-discretionary management alongside financial planning and consulting services.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has six years of industry experience and has worked at firms including LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

Kenzie Ferris is a Certified Financial Planner® at Savant Wealth Management with nine years of industry experience. She previously worked for Heritage Financial Services for sixteen years before joining Savant in 2026. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates supported by affiliated accounting, legal, and trust service entities.

Bryan Woodford is a financial advisor with Commonwealth Financial Network, holding five years of industry experience. He has worked at Commonwealth since 2020 and concurrently operates Woodford Law, PC, a law practice established in 2008. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios and distinct program structures.

Hao Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience at Profit Financial and WFGIA. Outside of his advisory role, he manages business expenses through a separate company and oversees rental property operations. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered investment adviser and broker-dealer with affiliated retirement and recordkeeping entities.

Chanel Gullage is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including The Colony Group, LLC, GW & Wade, LLC, Commonwealth Financial Network, and D.K. Brede Investment Management Company, Inc. Focus Partners serves individuals, high-net-worth families, family offices, 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 within an enhanced open architecture framework.

Michael Daudelin is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allegiance Financial Services, Inc. for 28 years, where he served as president, treasurer, director, and investment adviser representative. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income.

Desmond Lam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has experience with Ocean International Trading and World Financial Group. In addition to his advisory role, he provides language, reporting, and consulting services through a separate self-employed business. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Jesse Brady is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds a Series 65 designation and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, Brady serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an independent-advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors.

Matthew Sliwa III is a CFP® and CFA® with 35 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2006, and also co-owns KSP Advisors, LLC, a real estate holding company. His background includes fixed insurance sales conducted alongside his advisory work. 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 over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lori Bateman is a financial advisor with Citizens Securities, Inc. in Westwood, MA. She holds a Series 66 designation and has three years of industry experience, including 18 years at Merrill. Outside of her advisory work, she owns and administrates Bateman Stables, a for-profit entity in Norton, Massachusetts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and managed account services while also functioning as a broker-dealer and insurance agency.

Zachary Volinsky is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Boston Light Financial and LPL Financial among other roles. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, Merrill, and Federated Global Investment Management Corp. She also serves as Director of Operations for Grandview Partners, overseeing client service functions and staff management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Elijah Zeh is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and two years of industry experience. He previously worked with Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Chocksett Inn and Restaurant and Liquors 44 Hadley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, supported by platforms from Envestnet and Pershing.

Brad Bestgen is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Commonwealth since 2008 and operates Bestgen Wealth Management, LLC, which he founded in 2014. Outside of advisory work, he is involved in Medicare product referrals through a business called E Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Alexander Guccione is a financial advisor with Empower Advisory Group in Canton, MA, holding Series 66 and Series 63 designations and two years of industry experience. His career includes roles at Empower Financial Services and Human Interest, as well as three years at John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor count.