Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Shorepoint Capital Partners for 16 years, among other firms. He also serves as trustee for his family trust, managing investment decisions for his children’s trusts. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies across a broad range of asset classes.

Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Capital Analysts, Lincoln Investment, and John Hancock entities. 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 provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

Jordan Morris is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at Longtide Financial Partners, UBS Financial Services, and Darrow Wealth Management. Outside of his advisory work, he is involved in the restaurant industry as a bartender at Gustazo Cuban Kitchen & Bar in Waltham, MA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Christopher Bean is an advisor at Savant Wealth Management with experience in business operations at Hugo Equipment Corporation and Bean Farm. His background includes roles in excavation and time at Cornell University. He has been associated with these organizations since 2016. Savant Wealth Management provides comprehensive wealth management and financial planning services to a range of clients, including individuals, families, and institutional entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. 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 allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Shakeeb Syed is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior work includes roles at Merrill Lynch, Avantax Wealth Management, and CITIZENS Bank. Outside of advisory work, he is involved with Helping Hands Community Partners as a mortgage loan originator and operates a tax preparation business through One Liberty Financial LLC. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kevin Cicci is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Cetera, LPL Financial, and VOYA Financial Advisors. Cicci is also the owner and managing partner of DC Advisors, LLC. Carson Wealth is an SEC-registered enterprise managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that develops and monitors model portfolios with access to customized indexing and alternative investments.

Richard Belofsky is a CFP® and ChFC® with 40 years of experience in financial services. He is currently associated with Guardian Life and Park Avenue Securities and has been with these firms since 2005. He also teaches adult education classes on retirement-related topics. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party advisory solutions.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. 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 over $212 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. 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, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Peter Fredericksen is a Series 66 registered advisor with over 20 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Bank of Canton since 2008, Infinex Investments, Inc. since 2007, and Morgan Stanley DW Inc. from 2006 to 2007. Outside his advisory duties, he is involved in estate planning and life solutions, including the sales of final expense and irrevocable life insurance trusts. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model with a focus on firm supervision and supports both discretionary and non-discretionary client accounts.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Jeffrey Bloom is an advisor at Commonwealth Financial Network with over 28 years of industry experience, including a long tenure at Margolis Bloom & D'Agostino since 1998. He joined Commonwealth Financial Network in 2025. 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, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Lisa Cremonini is a CFP® and Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 27 years of industry experience. She has worked at Commonwealth since 2004 and previously held roles at Capitol Financial Advisors and 1717 Capital Management Company. Outside of her advisory work, she is president of LMC Financial Planning Services LLC and engages in Medicare product referrals through E Health. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting diversified portfolio implementation and reporting.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Citizens Bank and Citizens Securities entities since 2010. Khan also serves as a notary public. 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 operates both discretionary and commission-based businesses and is fully owned by Citizens Bank, N.A.

Robert Rice is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network in Needham, MA. He has worked at Commonwealth Financial Network since 2009, with a brief period at Harvest Wealth Management, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.