Tina Cicci is a financial advisor with Carson Wealth in Foxboro, MA, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at Cetera Wealth Services, LPL Financial, and DC Advisors. Outside of advisory work, she serves as head coach for youth cheerleading with Walpole Youth Football & Cheer. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, combining fundamental and technical analysis to support tailored investment solutions for corporate, institutional, and high-net-worth clients.

Adam Silvey is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at GW & Wade, LLC and The Colony Group, LLC. Outside of advising, he holds a part-time role as a payroll administration supervisor at Securitias USA. 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 utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Clifford Caplan is a CFP® with 45 years of industry experience, currently serving at Caplan Wealth Partners and Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. since 1981. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets through a mix of managed-account programs, third-party asset managers, and custodial services.

Samara Wald is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds the Series 66 designation and has worked at several firms including TD Bank N.A., Cetera, and Pioneer Financial Group. Outside of her advisory role, she serves as an independent contractor for a pet care business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

Stanislav Geyyer is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at BofA and Merrill Lynch from 2015 to 2026 before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, Wells Fargo Clearing Services, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC, a vacation rental business. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm employs a blend of quantitative and qualitative analysis to create customized investment strategies across a variety of asset classes and offers specialized portfolios alongside model strategies.

Samuel Mc Dermott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneDigital Investment Advisors, LLC and MFS Fund Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

John Esposito is a financial advisor with Commonwealth Financial Network based in Georgetown, MA. He holds the CFP® designation and Series 63 license, with 44 years of industry experience. Since 2006, he has operated Esposito Financial Group, LLC alongside his role at Commonwealth. He also sells fixed insurance products as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational and compliance support to affiliated advisors.

Ryan Huard is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Farther and previously held roles at Commonwealth Financial Network and Sentinel Securities. Outside of his advisory work, he is president and owner of Huard Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

John Phelps is a financial advisor at Savant Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously led The Relaxing Retirement Coach, Inc. for 20 years. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

Michael Barry is a financial advisor with Eagle Strategies (NY Life) based in Walpole, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Barry Financial, LLC since 2006 and has been affiliated with New York Life and its securities subsidiary since the early 1980s. Outside of advisory work, he is involved in insurance brokering and holds an officer-passive investor role in NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types focused on tailoring recommendations to client goals and Plan Sponsor criteria, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.

Shalini Guglani is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and HSBC Securities (USA) INC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory options that have included a digital advisory program and a managed account program.

Darci Cloutier Ham is a financial advisor at Citizens Securities, Inc. with 8 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citizens Securities since 2021. Her prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Johnson & Hill Staffing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk tolerance.

Richard Suder is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eaton Vance Distributors, Inc. and Eaton Vance Management spanning seven years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Yan Katz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009 and serves on the board of the Bulfinch Charitable Foundation. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, tailored financial planning, and access to proprietary and third-party investment programs.

Christopher Perry is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Sports Group, Inc. 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. The firm constructs portfolios combining strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Miller is a financial advisor at Eagle Strategies (NY Life) with a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies and related New York Life affiliates in 2024, he worked for Optima Global Search for 23 years. 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 through a network of investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

John Reeder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director and treasurer on condominium association boards and co-hosts a podcast interviewing CPAs about client assistance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers advisor-led discretionary management alongside model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at LPL Financial, Infinex Investments, and Monson Savings Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with multiple investment strategies, utilizing both proprietary and third-party platforms.