Nathan Sullivan is a financial advisor at Guardian Life and affiliated with Park Avenue Securities. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Eden Advisory Services. Outside of finance, Nathan has experience working with Thundercat Sports Camps and Littleton Parks and Recreation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Michael Canfield is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Spencer Plassman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he was the owner and operator of Genuine Audio Inc., a non-investment-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and nonprofit organizations. The firm offers a range of tailored wealth management solutions including discretionary and non-discretionary mandates, access to proprietary and third-party investment programs, and integrated financial planning and consulting services.

Michelle Morrissey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Commonwealth since 2008 and is also a co-owner of Financial Foundations Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Justin Delaney is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and utilizes a technology platform from Envestnet and custody services from Pershing.

Mahesh Palriwala is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1993 and operates MKP Financial & Insurance since 2004. Outside of his advisory work, he serves as a board member of Saheli Boston, an organization supporting South Asian survivors of domestic violence. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the vast majority of assets managed on a non-discretionary basis.

David Mercadante is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Guardian Life since 2011 and Park Avenue Securities since 2016, with a brief period at Santander Bank NA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Stephen Tankel is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has also been the owner of the CPA firm Tankel Rosenberg & Co., P.C. since 1987. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios constructed with mutual funds, ETFs, individual equities, and fixed income.

Luis Raposo is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at Allworth Financial, L.P., where he has worked since 2025. His prior experience includes roles at Shorepoint Capital Partners and Choate Investment Advisors. Outside of his advisory work, he is the managing partner of Mirasol’s Cafe, operating two coffee and sandwich shops. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering a range of financial and wealth planning services, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis to create customized investment strategies, including model and specialist portfolios, and manages privately offered funds alongside educational initiatives.

Arik Schechet is a CFP® with 16 years of industry experience, currently serving at Savant Wealth Management since 2025. His prior roles include positions at Foreside Fund Services, LLC and Wellesley Investment Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated legal, accounting, and trust service affiliates.

Caroline Knights is a CFP®-certified financial advisor with four years of industry experience. She is currently affiliated with Commonwealth Financial Network and Boston Wealth Strategies, having held roles at both firms since 2020. Prior to her financial career, she worked in education and participated in a Fulbright program. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

James Viceconte is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Alliance Bernstein and Versatile Capital Management. Since 2010, he has served as a volunteer member of the Investment Committee for Apostles of the Sacred Heart. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory portfolios utilizing proprietary algorithms and also operates as a broker-dealer and insurance agency.

Vincent Saccone Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Guardian Life and its affiliated firms since 2016, including Park Avenue Securities since 2016. Outside of his advisory role, he occasionally sells insurance products outside of Guardian when appropriate for clients. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and insurance products.

Patricia Garner is a CFP® and Series 66-registered advisor with 19 years of industry experience. She is currently affiliated with CWM, LLC and Boston Retirement Group. Patricia serves on the board of the Greater Lawrence Community Action Council. CWM, LLC is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing access to customized indexing and alternative investments.

Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. 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 operations, trading, technology, investment management, and compliance services.

Jennifer Tivnan is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2021. Prior to that, she was affiliated with James N. Ball & Company beginning in 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Shtifter is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life since 2018. Prior to that, he was involved with OTD Marketing for seven years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through both discretionary and non-discretionary management, combining proprietary programs and third-party platforms.

Nathan Upton is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 65 designation and previously worked at Salem Advisory Group and Wandby Landing. Outside of finance, he has experience in the fitness and hospitality sectors, including roles at Quest Fitness and The Lost Fire - Grill and Bar. 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 support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment solutions.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Elcock Sr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life since 1996 and its related entities since 1990. Outside of his advisory role, he serves as Vice Chair for the National PAC Committee of NAIFA, supporting fundraising efforts at the state level. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers various planning and consulting services tailored to client needs.