Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He has prior experience at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions using a range of investment vehicles and conducts research through multiple analytical methods supported by third-party due diligence.

John Conte is a CFP® with 23 years of experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2013. Conte also owns Oliver Capital Management, a multi-line insurance and financial planning business. Hornor, Townsend & Kent serves a broad range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides advisory programs, financial planning, and retirement consulting, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with six years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of his advisory roles, he is involved as a client relationship manager at Affinia Financial Group. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, with oversight from an Investment Policy Committee.

William Trainor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at Hornor, Townsend & Kent since 2016 and is also associated with Penn Mutual Life Insurance Company since 2018. Trainor is involved in multi-line insurance brokerage through Cornerstone Financial Group, where he serves as an agent and partner. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of custody, execution, brokerage capabilities, and third-party asset management relationships.

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Nathan O'Loughlin is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2013. Nathan is also the owner of O'Loughlin Wealth Management, Inc., an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios from a wide selection of securities and insurance products.

John Diamond is a CFP®-designated financial advisor with 24 years of industry experience, currently with Commonwealth Financial Network since 2016. He previously spent 10 years at Eagle Strategies (NY Life). He also conducts fixed insurance sales under the name Prudence Financial. 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 about $212.7 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.

Stephen Ahern is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has worked at Allworth Financial since 2026 and previously spent over two decades with Wealth Management Advisors, LLC and Sullivan Bille, PC. 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 portfolios through a variety of model strategies and uses technology to manage held-away employer retirement accounts, with a notable focus on airline industry employees and several affiliated businesses.

Alexandria Nadworny is a CFP® professional with 15 years of industry experience, currently advising at Sequoia Financial Group, L.L.C. She has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Outside of her advisory roles, she serves as Chairperson for the Citizen Advisory Board at the Massachusetts Department of Developmental Services, focusing on support for the disability community. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, customized accounts, and third-party manager selection, with oversight from an Investment Policy Committee and research from multiple external providers.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2002 and previously worked at Ritchie Financial, LLC from 2007 to 2017. Fauteux is also the owner of The Real Team Awesome, LLC, which facilitates the payment of shared expenses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, including financial plans, fee-based advice, and retirement plan consulting, with a majority of assets managed on a non-discretionary basis.

Jonah Lemieux is a financial advisor at Edward Jones in Woburn, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at UPS, UKG, ClearCompany, and Insurance Consultants of VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2023. Outside of his advisory role, he serves as a trustee associate board member for St. John's Prep and is a partner in a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at LPL Financial since 2019 and has diverse experience including roles with Waddell & Reed and various insurance carriers. Outside of her advisory work, she has longstanding involvement with Boston Casting and the Malden Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and multiple investment strategies.