Andrea Bates is a CFP®-certified financial advisor with 34 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Medford, MA. Her career includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, and she operated Bates Insurance Agency, Inc. for 17 years. She serves as secretary of the Medford Kiwanis Club and co-founded Retirebridge, focusing on retirement income planning strategies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Steven Mcbee is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Empower Advisory Group since 2026, previously serving at Empower Financial Services and Fidelity. 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 retail brokerage clients, offering integrated services linked to Empower’s administrative platforms.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. 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 operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Eric Carey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, based in Waltham, MA, and has two years of industry experience. His career history includes roles at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, equities, and fixed income, combining an enterprise operating scale with a menu of model and wrap options directly sponsored by the firm.

Anna Liu is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also works with Transamerica Retirement Solutions and World Financial Group. Liu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Nicholas Botelho is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 5 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance infrastructure.

Stephen Faberman is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including 14 years at Lincoln Financial Advisors Corp and 9 years with Integrated Wealth Concepts and LPL Financial. Outside of his advisory roles, he is a partner in a golf-related business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, individual equities, and fixed income.

Quinn Rickert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth in 2019, Quinn worked at Brandeis University for four years. 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 about $212.7 billion in client assets. The firm provides a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Sean Boylan is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding CFP® and Series 63 credentials and bringing 37 years of industry experience. His prior roles include tenures at LPL Financial and Osaic FA, Inc. Boylan’s professional background includes providing non-variable insurance services related to health, disability, fixed, long-term care, and life insurance. 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, using customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a long-term approach alongside tactical rebalancing.

Peter Vargas is a financial advisor at Empower Advisory Group with a Series 66 designation and over eight years of industry experience. His prior work history includes roles at MML Investors Services LLC and Target. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Courtney Templin is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, compliance, and practice-management support to its affiliated advisors.

Andreane Bolduc is a CFA® charterholder at Savant Wealth Management with four years of industry experience. Prior to joining Savant in 2026, she worked at Heritage Financial Services, LLC for eight years and Wellington Management for two years. She also has a background that includes time at Northeastern University. 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 offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based, model-driven asset allocation and actively managed strategies.

Stephen Carson is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997 and has also operated under the DBA Axial Financial Group, where he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a wide range of managed-account programs, third-party asset manager access, and custodial services, serving both individual and institutional clients.

John Ulwick is a CFP® professional with 38 years of industry experience. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. 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 consulting services, employing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Joseph Sabelli is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and has been associated with Sabelli & Company since 1986. 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 with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Leo Downing III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Commonwealth since 2018 and previously was with Nfp Advisor Services and Guardian Life Insurance Company. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a broad range of securities and insurance products.

Michael Callahan is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2026. He previously worked at Sachetta & Callahan, LLC for 13 years and Sachetta, LLC for 19 years, as well as at Quest Financial Services, Inc. for three years. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative investment analysis through an Investment Committee and provides a range of strategies including ESG and specialist portfolios.

Richard Lebranti is a CFP® professional with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth since 2010 and formerly operated the Doble Lebranti Financial Group for 13 years. Lebranti is the owner of LeBranti Financial Group, LLC, a private entity that facilitates securities, advisory, and insurance business. 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 manages approximately $212.7 billion in assets and provides a broad range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

William Collins Jr. is a CFP® professional with 26 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2015. He holds the Series 63 designation and is based in Burlington, MA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various investment strategies, integrating financial planning, tax, and administrative services.