Christian Odonnell is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked with TD Bank N.A. and Kelly Ford prior to his current role. 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 clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing 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 the Series 66 designation and previously worked at firms including Boston Light Financial and LPL Financial. Volinsky has experience in various roles outside financial advising, including positions at Dick's Sporting Goods and Camp Avoda. Focus Partners Wealth serves a diverse client base, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and a wide range of investment strategies.

Matthew Elsenbeck is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ferris Capital, LLC for 10 years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, and Merrill. She also serves as Director of Operations for Grandview Partners, managing client service functions and staff oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Elijah Zeh is a financial advisor with Eagle Strategies (New York Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he was involved in the hospitality sector, including work with Chocksett Inn and Restaurant and Liquors 44 Hadley. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Michael Hertz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2001. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services, including lending solutions and donor-advised funds.

Michael Kelly is a CFA® charterholder with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group and GMO LLC. Focus Partners Wealth, LLC serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients by providing investment management, financial counseling, family office services, retirement plan fiduciary services, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of strategies and affiliated service offerings.

Andrew Guyton is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and 13 years of industry experience. He has been associated with Guardian Life and Park Avenue Securities since 2013. Outside of his advisory role, Guyton is involved in charitable activities, serving on the board of the Veterans Count Seacoast Chapter and participating in local charitable giving groups. Park Avenue Securities LLC provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates proprietary and third-party model portfolios and offers a lower-fee hybrid digital advisory solution, serving a broad client base including high-net-worth individuals.

Alexander Guccione is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked previously at John Hancock and Human Interest. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Evan Banks is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has a longstanding career at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee for family trusts. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across discretionary and non-discretionary accounts.

James Kaufman is a financial advisor with Commonwealth Financial Network in Dedham, MA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. He has worked at Federal Hill Investment Services and Commonwealth Financial Network since 1991. Outside of advising, he is the sole proprietor of Dedham Pottery, an antique pottery business. 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 support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider.

Scott Macdonald is a financial advisor with Eagle Strategies (NY Life) based in Dedham, MA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Eagle Strategies in 2009, he has been associated with New York Life and Nylife Securities since 1997 and owns MacDonald Insurance and Financial Services. Outside of his advisory work, he volunteers as an assistant coach for youth hockey teams. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm offers multiple program types and emphasizes tailored advice, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Yina Bae is a financial advisor with Primerica Advisors in Needham, MA, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Cadaret Grant & Co., Inc. Outside of her advisory work, she volunteers preparing tax returns for low- to moderate-income households and provides Korean-to-English interpretation and translation services for the International Institute of Buffalo. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a blend of proprietary and third-party investment strategies and supports a variety of account-level services including lending solutions and donor-advised funds.

Susan Arnold is a CFP® with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC and Northward Financial Group, which she owns independently. Her prior roles include extensive tenure at Weston Securities Corporation and Washington Trust Advisors, Inc. In addition to investment advisory services, she provides tax advice and preparation, as well as insurance product sales, all separate from her work at Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a range of discretionary and non-discretionary strategies.