Stephany Fiadjoe is a CFP® professional with 19 years of experience in the financial industry. She is currently associated with Guardian Life and Park Avenue Securities, having previously worked at Prudential for over two decades. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Michael Borzi is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has held positions at The Colony Group, Open Text Corp, Bryant University, KPMG, and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Michael Mchugo is a CFP® professional at Savant Wealth Management with 10 years of industry experience. He previously held positions at Loomis Sayles, ISS Market Intelligence, John Hancock Advisers, John Hancock Funds, John Hancock, and Fidelity. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Nicholas Peters is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 designation and has worked at Guardian Life since 2016, with prior experience at Park Avenue Securities, Group Design Build, and Fallon Custom Homes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs advisor-led discretionary management alongside model-based strategies, combining proprietary and third-party solutions to tailor client relationships.

Andrew Wood is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Bank, and Martignetti Companies prior to his current role. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Martin Lowenthal is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including 16 years with his current firms. Lowenthal is also engaged in insurance activities outside of Guardian Life. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, a private entity involved in securities, advisory, and insurance 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 back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies, third-party managers, and private funds within a tax- and fee-sensitive framework.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Eagle Strategies, he held positions at NYSecurities LLC, New York Life Insurance Company, Global Carbon Consulting, XP Asset Management, and Manulife Investment Management. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Nash is a financial advisor with Integrated Wealth Concepts LLC in Norwood, MA. He holds no prior industry experience but has worked at Integrated Wealth Concepts since 2026 and previously at AWH Financial, LLC from 2023 to 2024. He has been associated with NASH CPAs PLLC since 2015. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a combination of internal management and third-party oversight with an emphasis on long-term, customized portfolio strategies.

Preston Wong is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. 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 range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies through an enhanced open architecture framework.

Bryce Shaw is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His career includes roles at Park Avenue Securities, Forge Financial, and The Bulfinch Group, as well as service in the U.S. Navy. Prior to his finance career, he worked in construction for nine years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services delivered through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Brian Gotta is a financial advisor at United Planners' Financial Services of America with Series 63 and Series 65 credentials and 42 years of industry experience. He has held roles at Gotta Retirement Services, Inc. and Ye Olde Garrison Inc., the latter being a real estate sales and property management business he owns. He is also a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Blake Hopkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior experience includes seven years at Santander Securities, LLC, and twelve years with Santander Bank, NA. Hopkins is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios with discretionary and non-discretionary options.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 14 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework and offers access to private funds and specialized strategies.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. 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 provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.