Tobe Reed is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and 19 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Reed is also involved with Spector & Frisch Private Wealth Management in a non-investment capacity. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, corporations, pension plans, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Paul Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Charles River Financial Services since 2005 and at Commonwealth Equity Services, Inc. since 1993. Outside of investment advisory, he is involved with Charles River Financial Services, LLC, which provides document organization and consulting services related to taxation, divorce, estate planning, and asset recovery. 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 discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Ilir Rrapi is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones, Eagle Strategies (NY Life), New York Life Insurance Company, and Bank of America, N.A. 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 clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

William Behling is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including LPL Financial, Creative Planning, Heritage Way Advisors, and Edward Jones. 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 using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with a long-term investment approach complemented by shorter-term trades for rebalancing and cash needs.

Rechard Alexander is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 credential. He has worked in the financial industry since 2016, including positions at Goldman Sachs and UBS. Outside of his advisory roles, he is involved with Parla Mystic Corporation. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Ronald Newton is a CFP® professional with 36 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., Advice Systems Inc., Commonwealth Financial Network, and Newton Financial. He is the founder and caretaker of Advice Systems Inc., a financial technology software company that is currently inactive. Mariner Wealth Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, while also offering integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Laura Williams is a CFP® professional with seven years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning And Management, LLC for eight 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, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Mark Mathers is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Waltham, MA. Prior to 2015, he was associated with Beacon Pointe Wealth Advisors, LLC. 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-driven approach using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions, among other services.

David Boxmeyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC and Fidelity Investments for a combined total of 21 years. 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. The firm’s integrated approach aligns with Empower’s administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Richard Davies is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at O'Brien Wealth Partners LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Curt Busenburg is a financial advisor at TIAA-CREF with CFP® and CFA® designations and three years of industry experience. He has been with TIAA since 2008 and joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard to its advisory services.

Dillon Gonzalez is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2015. 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 operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Melissa Gallagher is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been with Commonwealth Financial Network since 2016. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Dylan Grocer is a CFP® and ChFC® professional with five years of industry experience, currently affiliated with Guardian Life in Needham, MA. He has worked at Guardian Life and Park Avenue Securities since 2020 and has previous experience with The Bulfinch Group and several other businesses. Outside of financial advising, he is involved in life coaching and personal development services focused on personal growth, career advancement, and leadership skills. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

James Bricker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company of America, and the Bulfinch Group since the early 2000s. In addition to his advisory work, he assists business owners with career and business management issues. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm implements investment strategies through proprietary and third-party portfolios and provides various account-level services including lending solutions and donor-advised funds.

Paul Doherty is a CFP® professional with over 31 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and co-owns Wells Financial Partners, LLC, where he has worked since 2005. His other business activities include ownership of an entity created for securities business and involvement in selling fixed insurance products. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through a due-diligence process, while also maintaining substantial clearing and custody relationships.

Himani Patel is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining TD Private Client Wealth LLC, she worked at Bank of America for three years. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using technology platforms like Envestnet and custodians such as Pershing.

Gregory Harris is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2016. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Andrew Holmes is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and previously spent six years at Financial Planning Solutions, LLC. His background also includes two years with State Line Propane LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Matthew Ristuccia is a Series 65-licensed financial advisor with Hightower Advisors in Waltham, MA, and has 14 years of industry experience. He previously 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 diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.