Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Samuel Nogueras is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Bank, and Citizens Securities. Before entering the financial sector, he worked in graphic design and media services. 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 customers. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers, offering clients portfolio management, financial planning, and custody services.

Michael Waldron is a CFP® and CFA® with 12 years of experience in the financial industry. He currently works at Savant Wealth Management and was previously with Heritage Financial Services. Savant Wealth Management serves a broad range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by extensive in-house resources and affiliated legal, accounting, and trust services.

Jared Ravech is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. Prior to joining Savant, he worked at Heritage Financial Services and Integrated Financial Partners. His background also includes several years in education before entering the financial advisory field. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a range of wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.

Sandro Gelfusa is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Savior Wealth, Morgan Stanley, and UBS Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technological support.

Timothy Demeritt is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. His prior experience includes work with Osaic FA, Inc. from 2008 to 2016. He is based in Franklin, MA. Integrated Wealth Concepts LLC 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 targeted shorter-term trading and oversight of third-party asset managers.

Leudson Veloz is a financial advisor at Eagle Strategies (New York Life) with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with New York Life-related entities since 2015. Outside of his advisory role, Veloz is involved in his family HVAC business as an independent contractor and is a silent partner in an e-commerce venture. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to plan sponsors and retirement investors.

Patrick Considine is a financial advisor at Integrated Wealth Concepts LLC in Newton, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial LLC, BNY Mellon Investment Servicing US Inc., and the Commonwealth of Massachusetts. Integrated Wealth Concepts 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, and family office services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Meagan Rogers is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. She is currently with Allworth Financial, L.P. and previously worked at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Allworth Financial serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to manage customized portfolios across various asset classes and investment strategies.

Oliver Scholle Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Commonwealth since 2015, including his current tenure starting in 2018, and also works with Harvest Wealth Management. Outside of advising, he is a co-owner of Brooks Point, LLC, an entity involved in managing residential real estate in Fishers Island, NY. 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, while providing operational, technology, and compliance support to affiliated advisors.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Mark Ragucci is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JMP Securities LLC, Citizens Capital Market, and Citizens Securities, Inc. He is based in Westwood, MA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income.

John Murray is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at G.W. & Wade Asset Management Company, Inc. for 22 years and The Colony Group, LLC for two years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering a mix of active and passive investment strategies within an “enhanced open architecture” framework. The firm provides comprehensive financial planning and access to private funds while maintaining several atypical relationships through affiliated entities and legacy strategies.

Jared Bishop is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and one year of industry experience. His prior experience includes roles in law firms such as Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with individualized reviews and recommendations aligned with client goals and risk tolerance.

Robert Hitchcock is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Centaurus Financial since 2000. Outside of his advisory role, he is involved with the Estate Planning Team to represent and market deferred sales trust services and owns The Thorndike Company, LLC, overseeing its operations and marketing. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a blend of fundamental and technical investment analysis.

Brian Gioscio is a CFP® professional affiliated with Carson Wealth (CWM, LLC) with 8 years of industry experience. His prior roles include positions at John Hancock, Boston Retirement Group, Concord Wealth Management, and Baystate Financial. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement services driven by an Investment Committee that manages model portfolios and tailored investment solutions.

Ryan Campbell is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. Prior to his current role, he has worked in various positions including within hospitality and education sectors. He serves as the head coach for a high school freshman hockey team. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions, integrating discretionary and model-based strategies with access to insurance products and alternative investments.

Steven Turner is a financial advisor with Empower Advisory Group, holding Series 66, 65, and 63 licenses and 17 years of industry experience. His prior roles include positions at Foundations Investment Advisors, Thompson Financial Group, Symmetry Financial Group, and Northwestern Mutual Investment Services. Outside of his advisor role, he is involved in selling Medicare insurance annuities through Combined Benefits United. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Winn is a CFP® with nine years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years at Heritage Financial Services. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.