Michael Hertz is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2001. Outside of his advisory role, he also sells various term and whole life insurance products and serves as a trustee of an irrevocable trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, proprietary programs, and third-party platforms, tailoring client relationships through a range of financial planning and consulting services.

Michael Kelly is a CFA® charterholder with two years of industry experience. He currently works at The Colony Group and was previously employed at GMO LLC for seven years. He is based in Wellesley, MA. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Andrew Guyton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at Guardian Life and its affiliates since 2013 and operates a marketing business under the brand "The Guyton Group." He also serves as a board member of the Veterans Count Seacoast Chapter and participates in charitable giving initiatives through the 1623 Foundation. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and integrated lending options.

Bruce Coughlin is a financial advisor with VOYA Financial Advisors, Inc. in Wellesley, MA, holding Series 63 and Series 65 designations and having 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also serves as president of Benefit Services Incorporated, a company involved in the sales and service of group employee benefits, including medical, dental, disability, life, and retirement products. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a range of investment strategies and technology-enabled tools across both affiliated and unaffiliated products.

Alexander Guccione is a financial advisor with Empower Advisory Group in Canton, MA, holding Series 66 and Series 63 designations and two years of industry experience. His career includes roles at Empower Financial Services and Human Interest, as well as three years at John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor count.

Evan Banks is a CFP® with 25 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2000 and 2001 respectively. He serves as a trustee for family trusts, a role that involves oversight responsibilities outside of his advisory work. Park Avenue Securities LLC, 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 tailored financial planning and consulting through advisor-led discretionary management combined with model-based strategies, leveraging proprietary and third-party platforms.

Jessica Soucia is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and five years of industry experience. She previously worked at Bestgen Wealth Management for nine years and Rockefeller & Co for seven years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various discretionary model portfolios and program structures designed to support affiliated advisors in managing retail and institutional client assets.

James Kaufman is a financial advisor with Commonwealth Financial Network in Dedham, MA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. He has worked at Federal Hill Investment Services and Commonwealth Financial Network since 1991. Outside of advising, he is the sole proprietor of Dedham Pottery, an antique pottery business. 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 support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider.

Scott Macdonald is a financial advisor with Eagle Strategies (NY Life) based in Dedham, MA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Eagle Strategies in 2009, he has been associated with New York Life and Nylife Securities since 1997 and owns MacDonald Insurance and Financial Services. Outside of his advisory work, he volunteers as an assistant coach for youth hockey teams. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm offers multiple program types and emphasizes tailored advice, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Panayiota Mouchlian is a financial advisor with Integrated Wealth Concepts LLC and holds both legal and financial expertise, having worked as an attorney at Koutsis Mouchlian Law, P.C. since 2021 and previously at Benson Law Group from 2014 to 2021. She has three years of experience in the financial industry. 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, and retirement plan advisory services, utilizing customized portfolios and a combination of internal management and third-party asset managers.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, supported by third-party custodians and technology platforms.

Yina Bae is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. She has worked at Guardian Life and its subsidiary Park Avenue Securities and previously at Cadaret Grant & Co., Inc. Outside of her advisory role, she volunteers with the International Institute of Buffalo as a Korean-to-English interpreter and provides tax preparation assistance for low- to moderately low-income households through the Boston Tax Help Coalition. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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, providing a range of financial planning and consulting services tailored to client needs.

Susan Arnold is a CFP®-certified financial advisor with 26 years of industry experience. She is affiliated with Private Advisor Group, LLC and is also an owner of Northward Financial Group, where she operates a financial services practice independently from Private Advisor Group. In addition to investment advisory services, Ms. Arnold provides tax advice and preparation, separate from her work at Private Advisor Group, and holds a license to sell insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based advisory model combines client goal setting with portfolio management or assistance in selecting third-party managers and model portfolios, utilizing multiple investment strategies and technology platforms.

Jeffrey Tancreti is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory career, he spent eight years at the Massachusetts Office of Campaign and Political Finance. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Weisse is a CFP®, CFA®, and Series 66 credentialed advisor with 17 years of industry experience. He has been with Savant Wealth Management since 2026, following a 22-year tenure at Heritage Financial Services, LLC. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

David Mello is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Bank and Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. 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 discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Joshua Benet is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and is a 50% owner and manager of Harvest Wealth Management, where he has been active since 2009. His work history includes two separate tenures at Commonwealth Financial Network totaling 16 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including investment management, compliance, and practice management. The firm offers access to diverse investment products and discretionary model portfolios, positioning itself as a platform and operations provider for affiliated advisors.