Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Marykate Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Bankers Life entities since 2008, currently serving as an insurance agent and unit field trainer focused on non-variable insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management along with retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations, implementing strategies across a range of securities with ongoing portfolio management.

Vincent Franks is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe since 2016. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

Brian Price is a financial advisor with Commonwealth Financial Network in Newburyport, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 23 years with Commonwealth. 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 support services, including discretionary model portfolios and customized investment solutions, while acting as a platform and operations provider for affiliated advisors.

Rebekah Pennell is a financial advisor at Creative Planning with nine years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her prior roles include positions at Ferris Capital, Fidelity Brokerage Services, and Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its enterprise of over 1,100 advisors.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Colony Group, Derby and Company, Ferris Capital, Siharum Advisors, and Kobren Insight Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

William Bain is a CFP® professional with five years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services and Brown Brothers Harriman. Savant Wealth Management provides comprehensive wealth management and related services to 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 active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Colin Christie is a Series 65-licensed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked briefly at Heritage Financial Services and Scorpion Construction, and has a background in full-time education. Savant Wealth Management provides comprehensive wealth management and financial planning services to 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 operates affiliated legal, accounting, and trust service entities.

Armand Cote III is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including roles at Ameriprise and Larson, Potter, Stratton & Cote Financial. Outside of his advisory work, he is a co-owner of Harte's Home, Inc., a furniture retail business. 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 over $210 billion in client assets. The firm provides a variety of managed account programs, access to third-party asset managers, and extensive adviser support services.

Todd Strott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Commonwealth since 2008. Outside of his advisory role, he is a 33% owner of Northern Fabrications Solutions, LLC, a company that designs and builds custom aluminum products. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support.

Donald Gottfried is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company and Park Avenue Securities since 2013. Outside of his advisory work, he serves as Fundraising Chair and Treasurer for the Andover Rotary. Park Avenue Securities serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Gary Peters is a financial advisor with Primerica Advisors in Needham, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance since 2016. Peters is also the team leader of The Peters Group, LLC, which represents his Guardian and PAS business activities. Primerica Advisors is an enterprise-level firm with nearly 2,000 advisors serving 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 a mix of proprietary model portfolios, third-party managers, and digital advice platforms.

Allan Smith is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Cassidy King is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base including 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 services, and retirement plan advisory, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Michael Keblin is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential. He has worked at Integrated Wealth Concepts since 2026 and previously spent 20 years with the City of Newton. 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 services, and retirement plan advisory, utilizing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Derek Heaslip is a financial advisor with TIAA-CREF in Waltham, MA, holding a Series 66 credential and nine years of industry experience. He has been with TIAA-CREF since 2016 and has been associated with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary management using model or customized portfolios.

Justin Kumph is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Summit Financial Group Inc. Outside of advisory work, he is president of Kumph Capital LLC and serves as a presenter for retirement seminars through Passport to Retirement. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes centralized due diligence, technology tools, and multiple program structures to support advisor and client needs.

Oliver Scholle III is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Prior to joining Commonwealth, he served in the U.S. Navy from 2013 to 2021 and worked at Harvest Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

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.