Brett Saide is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Financial Partners, LLC and Commonwealth Financial Network since 2016, and previously at IDS Life Insurance Company and American Express Financial Advisors. Outside of his advisory role, he is a long-term co-owner of Liquor Land. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Richard Pride is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. He serves on the Board of Trustees for the Harvard Conservation Trust as a volunteer. 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’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Susan Plunkett is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of managed account options and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth, interspersed with periods as a student. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and mutual funds.

Cole Samson is a CFP® with one year of industry experience, currently advising at Savant Wealth Management. His prior roles include positions at The Investment Counsel Company, Heritage Financial Services, and Next Generation Wealth. Samson played collegiate football at Bentley University and has experience in youth football coaching. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies supported by an investment committee and offers integrated accounting, legal, and trust services through affiliated entities.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at TD Private Client Wealth LLC, TD Bank, Citizens Bank, and other financial institutions. Outside of his advisory role, he serves as a worship leader at Calvary Baptist Church, where he organizes and performs weekly music for the congregation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, servicing over 127,000 clients with a focus on standardized model and platform services.

Joan Theroux is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Commonwealth Financial Network since 2017. She previously worked at Next Financial Group, Inc. and has been involved with Great Dog Rescue of New England since 2010. 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 and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

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 with Empower Advisory Group holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group in 2026, Vonnak worked at Mutual of America, Sentry, Gardner Resources Consulting, and other firms across various roles since 2016. 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. The firm operates through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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 a Series 65 credential. He has three years of industry experience, including prior work at GW & Wade LLC and seven years at Square Cafe before entering the financial services field. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized offerings.

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 in Braintree, MA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also manages a separate business entity for expense tracking. In addition to his advisory work, he is involved in the management of rental properties. Transamerica Financial Advisors serves a diverse client base with a range of advisory and brokerage services, offering proprietary and third-party model portfolios to both individual and institutional clients.

Chanel Gullage is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Colony Group, LLC, GW & Wade, LLC, Commonwealth Financial Network, and D.K. Brede Investment Management Company, Inc. Her career includes roles at several established firms in the wealth management sector. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

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 Series 65-licensed financial advisor with eight years of industry experience. He is currently with Stratos Wealth Partners, Ltd and Stearns Financial Group, serving since 2021, and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, he serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

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.