Edward Samp is a CFA® charterholder affiliated with Beacon Pointe Advisors, LLC, with 11 years of industry experience. He previously spent nine years with Sensible Financial Planning before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Taylor Orlando is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at LPL Financial, Charles Schwab Bank and Co., The Vanguard Group, and O'Neill and Associates. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Ryan O’Toole is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at Wealth Planning Resources, LLC, The Country Club, Boston Financial, and B. Riley Financial, among others. He has also worked in education at Bentley University and Waltham Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services, serving both individual and institutional clients.

Lyman Jackson is a CFP® with 21 years of industry experience, currently advising at Beacon Pointe Advisors, LLC. He previously served at Financial Planning Solutions, LLC for 13 years and worked as an insurance producer for 16 years. Jackson is also involved in a non-investment business as the owner of Jackson Properties. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies supported by third-party managers and offers proprietary private funds alongside comprehensive performance reporting and participant education.

Eric Rosenberg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. from 1996 to 2024 before joining The Colony Group, LLC. 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 investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a variety of services including portfolio management, financial counseling, and fiduciary consulting.

Evan Russell is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, having previously worked at Norton Financial Services from 2014 to 2017. 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 wealth management and retirement plan consulting, while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

John Deminico is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TD Bank N.A., Citizens Securities, Inc., and Saybrus Partners, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Kevin Garland is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2009. Garland is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide client base. The firm provides a comprehensive support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Richard Snelley is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth and its affiliated Axial Financial Group since 2006. In addition to his advisory work, he serves as a trustee for a trust outside of his branch location. 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 adviser-support platform, including managed-account programs, third-party asset manager access, and custody services, and offers a diverse range of investment options.

Giovanna Zaffina is a Series 66 licensed financial advisor with Commonwealth Financial Network, where she has worked since 2006. She has 25 years of industry experience. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Matthew Condon is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2001. Outside of his advisory roles, he serves as a board member and trustee for a local rugby club, overseeing youth programs and alumni relations. Hornor, Townsend & Kent provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment solutions through a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary assets.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 designations and bringing 29 years of industry experience. He has worked extensively within Capital Group and its affiliates since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Kevyn Mosele is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at NYLife Securities LLC, New York Life Insurance Company, Salem Five Bank, and Citizens Bank. Mosele also owned and operated a remodeling business for two years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations within an integrated New York Life affiliate structure.

Adelaide Magee is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and previously at O'Brien Wealth Partners LLC and Merrill Lynch. Before entering the financial industry, she spent several years in full-time education. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and diversification in its investment approach, utilizing mutual funds, ETFs, and occasionally interval funds and ESG-focused strategies.

Wesley Mariere is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2018 and previously worked at MML Distributors LLC and Massachusetts Mutual Life Insurance Company. Outside of finance, Mariere works as a voice actor and has experience driving for ride-sharing services Uber and Lyft. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

John Agudelo is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at John Hancock Funds LLC and Manulife John Hancock Brokerage Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Marissa Malone is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked previously at The Colony Group, LLC and GW & Wade LLC. Malone also has experience in clinical research and legal and business education institutions. 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 investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

Jason Bolduc is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth and co-owning Granite Capital Advisors, LLC, he worked at Fidelity Investments, Cetera Investment Services, and Bank of New Hampshire. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

William Terry III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 63 designation and has 29 years of industry experience. He has been with Eagle Strategies since 2012 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1996. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations that address client objectives and Plan Sponsor criteria.

Andrew Simpter is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 designations with 24 years of industry experience. He has previously worked at LPL Financial, Cetera Advisors LLC, and other firms. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios and a range of model and wrap-fee program options.