David Boxmeyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Empower Advisory Group and Empower Financial Services in 2026, he worked for Fidelity Brokerage Services LLC and Fidelity Investments from 2005 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

Dylan Grocer is a CFP® and ChFC® with five years of industry experience. He currently works at Guardian Life and Park Avenue Securities, where he has been employed since 2020. Outside of his advisory role, he provides life coaching and personal development services focused on growth, career advancement, and leadership skills. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial solutions.

James Bricker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004 and has been involved with Bulfinch Group since 2003. In addition to his advisory work, he assists business owners with career, management, and business relationship issues. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Paul Doherty is a CFP® with 32 years of experience in the financial industry. He is a principal at Wells Financial Partners, LLC, and has been associated with Commonwealth Financial Network since 2005. Prior to that, he worked at 1717 Capital Management Company for seven years. 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 their individual and institutional clients. The firm offers a broad range of adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services.

Himani Patel is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has worked primarily within TD Bank and its affiliated entities since 2018, including a prior role at Bank of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing clients with portfolio management, financial planning, and custody through third-party custodians.

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.

Adam Boyce is a financial advisor at Citizens Securities, Inc. in Westwood, MA, holding a Series 66 designation with 13 years of industry experience. His prior work includes roles at PNC Investments and PNC Bank. Outside of advising, he works part-time as a rideshare driver for Lyft and Uber. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a range of investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms, including a digital advisory program managed in partnership with SigFig.

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.

Daniel Sharkey is a financial advisor at Mariner with four years of industry experience. He holds a Series 65 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for 14 years. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

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.

John Viola is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include eight years at John Hancock and ongoing involvement with Franklin Soccer School. Outside of financial services, he works as a sales associate at Home Depot. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and corporations, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Frederick Baird is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of 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.

Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of 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.

Margaret Kantrowitz is a financial advisor at TIAA-CREF with 10 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo, and has experience with Merrill and the New England Center and Home for Veterans. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for a local high school. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

James Aldo is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has 10 years of industry experience with prior roles at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of his advisory work, he volunteers as a softball coach for a local girls’ league in Taunton, Massachusetts. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party manager selections.

Brian Franford is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Advisory Services, Daniel J. Galli & Associates, and COMPASS Wealth Management. 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 with managed-account programs, access to third-party asset managers, and custodial services.

Joshua Olson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group and Polaris MEP. Olson also engages in fixed insurance sales as a secondary business activity. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform with a variety of managed-account programs, third-party asset manager access, and comprehensive back-office services.

Qing Yang is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC, Wells Fargo Clearing, and Morgan Stanley. Mercer Global Advisors serves individuals, families, and various institutions by providing investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other investment vehicles, while also offering specialized programs and integrated service platforms.