Garth Fondo is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient withdrawal strategies through a centralized consulting team.

Danielle Drew is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. She has worked at several firms, including Commonwealth Financial Network and Triad Advisors. Outside of finance, she is a fitness instructor at NRG Fitness, where she teaches cardio and strength classes. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a large network of independent advisors.

Brian Pelczarski is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Voya Financial Advisors for five years before joining LPL Financial in 2021. Outside of his advisory role, he owns Commonwealth Consulting Group LLC, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Hall is the sole advisor at Yarrington Management Company, an independent firm based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding Yarrington Management Company in 1999, Hall became a partner at Higley Hall & Company, Inc., where he advises boards of banks, credit unions, and trust companies on senior management and policy issues. Yarrington Management Company provides independent advisory services with a focus on personalized client engagement.

Kalule Guwatudde is a financial advisor at BoraBond, LLC, holding a Series 66 designation with one year of industry experience. His career background includes roles at Nortlov Securities, Kalepa Corporation, TA Associates, and McKinsey and Company. BoraBond provides discretionary and non-discretionary asset management services focused on government-backed bonds issued by African sovereign entities. The firm builds diversified portfolios of African sovereign fixed-income instruments using fundamental and technical analysis, tailoring accounts to individual client circumstances and risk tolerances.

William Dion is a CFP® professional with 17 years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked at Tenere Wealth Advisors, Cerity Partners LLC, Prio Wealth LP, and Rockland Trust. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers adviser-tailored plans supported by a corporate RIA structure owned by XY Planning Network.