Alex Burns is a financial advisor at Primerica Advisors with a Series 66 designation and two years of industry experience. Prior to his current role, he has held positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved as a broker with Justworks, providing payroll and HR-related services. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Gerard Frawley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. In addition to his advisory role, he is involved in selling long-term care, life insurance, disability, and fixed annuity products. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies across multiple account types and supports features such as securities-based lending and tax harvesting.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Robert Furlong is a financial advisor with Primerica Advisors in Needham, MA, holding a Series 66 designation and 11 years of industry experience. He has been associated with Park Avenue Securities since 2013 and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he participates in ProVisors, a professional community focused on collaboration and relationship building among trusted advisors. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management across various asset types.

Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Daniel Ball is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at Ball Financial Services and Commonwealth Equity Services, Inc. since 1987. Outside of his advisory role, he is a corporator for Avidia Bank and co-owner of private entities involved in commercial real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management services, while offering a range of investment programs including discretionary model portfolios and personalized indexing options.

Alaina Coscia is a financial advisor with Commonwealth Financial Network in Needham, MA. She holds a Series 65 designation and has experience in the financial industry dating back to 2018, including roles at Adviser Investments, LLC and Darrow Wealth Management. Prior to her advisory career, she worked in the healthcare sector at Logix Health. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michelle Hallenbeck is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with Private Advisor Group and affiliated entities since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth, interspersed with periods as a student. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and mutual funds.

Kenneth Davis is a ChFC® credentialed financial advisor with 45 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1977. Outside of his advisory role, he serves as treasurer of the Harold & Evelyn R. Davis Memorial Foundation, which funds activities related to music and the Sarasota, Florida area, and participates in community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services with a range of proprietary and third-party investment programs, combining model portfolios, alternative investments, and account-level lending solutions.

Cole Samson is a CFP® with one year of industry experience, currently advising at Savant Wealth Management. His prior roles include positions at The Investment Counsel Company, Heritage Financial Services, and Next Generation Wealth. Samson played collegiate football at Bentley University and has experience in youth football coaching. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies supported by an investment committee and offers integrated accounting, legal, and trust services through affiliated entities.

Leigh Mccloskey is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities since 2014 and has been associated with Guardian since 2013. Mccloskey serves as a board member for the Needham Community Council. 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 a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Joan Theroux is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Commonwealth Financial Network since 2017. She previously worked at Next Financial Group, Inc. and has been involved with Great Dog Rescue of New England since 2010. 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 back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Thomas Hanley is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. Outside of his advisory work, he owns a resort property rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Martin Michaud is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at multiple firms including New York Life Insurance Co., Citizens Securities, Inc., and currently operates Michaud Wealth Strategies, LLC. Outside of his advisory role, Michaud serves as the President of the BNI Genesis Chapter and is an ordained minister through the Universal Life Church. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulatory standards.

Richard Bergeron is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously held roles at Bank Rhode Island Investment Services, Infinex Investments, Bluestone Bank, and Mansfield Cooperative Bank. Bergeron also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, investment management, and practice-management support. The firm offers a range of program structures and discretionary model portfolios, positioning itself as a comprehensive platform provider for affiliated advisors.

Jennifer Shepley is a CFP® professional with 26 years of experience in the financial services industry. She is currently with Primerica Advisors and has previously worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she volunteers as an English teacher for immigrants in New Bedford, Massachusetts. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Benjamin Halpern is a CFP® professional with 24 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at GWFS Equities, INC, Mass Mutual, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Sangita Rousseau is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including roles at Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company. Outside of her advisory work, Rousseau serves on the board of directors for the Bulfinch Group Charitable Foundation. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with a mix of discretionary and non-discretionary account management options.