Medha Nadgir is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor, Beacon Pointe Wealth Advisors, since 2015. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines active and passive strategies with a formal due diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for several private funds.

Christopher Bean is an advisor at Savant Wealth Management with experience in business operations at Hugo Equipment Corporation and Bean Farm. His background includes roles in excavation and time at Cornell University. He has been associated with these organizations since 2016. Savant Wealth Management provides comprehensive wealth management and financial planning services to a range of clients, including individuals, families, and institutional entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Richard Belofsky is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, and The Bulfinch Group LLC. He teaches adult education classes on retirement-related topics in Arlington, MA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Stephen Devine II is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network since 2016 with a brief tenure at Partners Capital Investment Group in 2023 and LPL Financial LLC starting in 2026. Outside of his advisory work, he has been involved with 21 WEEKS LLC DBA Bar Salida since 2021. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Lynn Waples is a CFP® professional at Hightower Advisors with 12 years of industry experience. She worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. 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 using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.

Joshua Trubow is a CFP® professional with nine years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning and Management, LLC for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Felix Cincotta is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Integrated Wealth Concepts since 2016, following a 12-year tenure at Lincoln Financial Advisors Corp and ongoing CPA work since 1990. He is also a licensed notary and operates a CPA affiliate program. 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 family office services, employing a long-term investment approach combined with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Joanna Antonopoulos is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has worked at Eagle Strategies and affiliated entities since 2004, including a role at Atlantic Planning Group since 2019. Antonopoulos serves as a board member of Networking Group USA, a non-investment-related organization. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Hillary Price is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the ChFC® designation and the Series 63 license, with 27 years of industry experience. Price has held roles at Mahoney Financial Organization, Koritz Wealth Strategies, and Eagle Strategies, and she serves as a trustee and volunteer fundraiser for Hebrew Senior Life. Eagle Strategies serves a broad range of 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 and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Jeffrey Bloom is an advisor at Commonwealth Financial Network with over 28 years of industry experience, including a long tenure at Margolis Bloom & D'Agostino since 1998. He joined Commonwealth Financial Network in 2025. 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, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Samuel Quoos is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016, including his current role starting in 2025. 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 clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lisa Cremonini is a CFP® professional with 26 years of industry experience. She has been with Commonwealth Financial Network since 2004 and previously worked at Capitol Financial Advisors and 1717 Capital Management Company. She is president of LMC Financial Planning Services LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services.

Michael Davies is a financial advisor at Commonwealth Financial Network with 10 years of industry experience and a Series 66 designation. He has worked at Commonwealth Financial Network since 2015 and briefly at LPL Financial LLC starting in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationally. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Robert Rice is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network in Needham, MA. He has worked at Commonwealth Financial Network since 2009, with a brief period at Harvest Wealth Management, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.