Dylan Greene is a CFP® with eight years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his role at Sequoia, he is also a Client Relationship Manager and Financial Planner at Affinia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Neil Flaherty is a CFP® with 28 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at Cambridge Investment Research Advisors, The Foundry Financial Group, and TIAA-CREF. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth in various capacities since 2016. Outside of his advisory role, he was involved with Exceptional Estate Sales from 2017 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

James Hayward is a financial advisor with Eagle Strategies (New York Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with New York Life and its related entities since 2013 and currently operates under his own firm, Hayward Financial, LLC, which brokers insurance products alongside his advisory work. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Danya Abrams is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. Prior to joining the firm, Abrams worked at Horace Mann Investors, Inc. and Horace Mann Companies for three years. In addition to advisory work, Abrams provides radio color commentary for Boston College's men's basketball team. Integrated Wealth Concepts serves a diverse client base, including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach combined with oversight of third-party managers.

Andrea Bates is a CFP®-credentialed financial advisor with 34 years of industry experience, currently practicing at Voya Financial Advisors, Inc. in Medford, MA. Her career includes roles at MassMutual and her own Bates Insurance Agency, Inc. In addition to her advisory work, she serves as secretary of the Medford Kiwanis Club and co-manages Retirebridge, a venture focused on retirement income planning. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures emphasizing non-discretionary advice.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Steven Mcbee is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has worked at Empower Financial Services since 2015 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. 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 operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Eric Carey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, based in Waltham, MA, and has two years of industry experience. His career history includes roles at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, equities, and fixed income, combining an enterprise operating scale with a menu of model and wrap options directly sponsored by the firm.

Anna Liu is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also works with Transamerica Retirement Solutions and World Financial Group. Liu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Nicholas Botelho is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 5 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance infrastructure.

Stephen Faberman is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including 14 years at Lincoln Financial Advisors Corp and 9 years with Integrated Wealth Concepts and LPL Financial. Outside of his advisory roles, he is a partner in a golf-related business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, individual equities, and fixed income.

Quinn Rickert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth in 2019, Quinn worked at Brandeis University for four years. 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. The firm provides a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Sean Boylan is a CFP® with 37 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2016. Prior to this, he worked at Lincoln Financial Advisors Corp from 2003 to 2016. He maintains insurance-related activities including health, disability, fixed, LTC, and life insurance. 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, employing a long-term approach complemented by shorter-term trading for rebalancing and cash needs.

Courtney Templin is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, compliance, and practice-management support to its affiliated advisors.

Richard La Cross is a CFP® and PFS™ with 20 years of industry experience. He is a partner and co-founder of GreenWave Financial Advisors, a firm specializing in tax and personal financial planning services. He has been affiliated with LPL Financial since 2016. He is an advisor at Integrated Wealth Concepts LLC, an enterprise firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. Integrated offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach with customizable portfolio options.

Andreane Bolduc is a CFA® charterholder at Savant Wealth Management with four years of industry experience. Prior to joining Savant in 2026, she worked at Heritage Financial Services, LLC for eight years and Wellington Management for two years. She also has a background that includes time at Northeastern University. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based, model-driven asset allocation and actively managed strategies.

Stephen Carson is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Axial Financial Group since 2012 and Commonwealth Equity Services, Inc. since 1997. Outside of advising, he is a notary public. Commonwealth Financial Network supports a nationwide network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers comprehensive back-office, technology, and compliance support, while its Investment Management and Research team manages discretionary model portfolios and distinctive program structures.

John Ulwick is a CFP® professional with 38 years of industry experience. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. 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, and consulting services, employing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.