Caitlin Cullerton is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds a Series 66 designation and has been affiliated with New York Life Insurance Company and its related entities since 2012. Outside of her advisory role, she volunteers teaching gospel at Blessed Trinity Church in Massachusetts. Eagle Strategies serves individual and institutional clients through a broad network of investment adviser representatives, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Erin Widell is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network since 2011. She also has a longstanding association with Axial Financial Group, where she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform of operations, technology, and investment management.

Richard Howell is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, with 10 years of industry experience. He has been with Guardian Life since 2016 and is currently based in Needham, MA. Richard holds power of attorney for his spouse, Lori A Howell. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Antonios Giakoumis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm provides tailored investment management through model or customized portfolios and acts as adviser to a donor-advised fund.

Abdullahi Mohamed is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance operations.

Lauren Kuzmak Herrmann is a financial advisor at Guardian Life with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Fidelity Brokerage Services, Coldwell Banker Residential Brokerage, and State Street Global Markets, among other firms. Outside of finance, she was involved with Turbo CrossFIT for five years. Guardian Life’s Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Douglas Reiss is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities, LLC since 2021. Outside of advisory services, he is the owner of Reiss Capital LLC, a business established for a general agency contract. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Clark Mc Mahon is a CFP® with six years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC. Prior to joining Kayne Anderson Rudnick in 2026, he held positions at Kestra Advisory Services, Commonwealth Financial Network, and several firms in the financial services sector. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach and integrates proprietary governance and sustainability assessments in its portfolio construction across a wide range of equity and fixed-income strategies.

Robert Burke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Savvi Financial LLC, E*TRADE Capital Management LLC, and StanCorp Equities, Inc. He has been with Commonwealth Financial Network since 2021. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Kevin Schneider is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Guardian Life Insurance Company and its affiliates since 2013. Outside of his advisory work, Schneider participates in the Bulfinch Group Charitable Foundation and serves on the Finance and Business Development Committee of Doc Wayne Youth Services, Inc. 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 combines advisor-led discretionary management with model-based strategies and offers a variety of planning and consulting services tailored to client needs.

Ashley Woods is a financial advisor at Farther with 18 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory–based approach with proprietary model portfolios and algorithmic rebalancing, utilizing a range of investment vehicles including ETFs, mutual funds, and individual securities.

Alesandra Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and BlackRock Investments. She also dedicates a small portion of her time to 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 advisors and managing over $200 billion in client assets, offering a broad range of managed-account programs and advisory support services.

Brian Newbold is a financial advisor with Empower Advisory Group in Reading, MA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Empower Retirement since 2019 and was previously with John Hancock from 2010 to 2019. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also manages ARCH Wealth Management LLC. Archambault serves as president of Boston 128 Companies and the Millbrook II Condo Trust Association and is involved in real estate development through Arch Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple platforms and affiliations.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Securities America, Inc. and Coin Metrics Inc. John’s background includes roles at Bitooda Technologies and AB Quarters. Mariner serves a broad client base including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates in-house research with third-party strategies, while also providing specialized tax and administrative family office services.

Gracio Garcia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes long-term roles at Park Avenue Securities, Guardian Life Insurance Company, and involvement with the Gentle Giant Rowing Club. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary management and model-based strategies supported by proprietary programs and third-party platforms, with access to a range of insurance products and alternative investments.

Mark Paquin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 65 credential and 12 years of industry experience. He has worked as a CPA and accountant through his own firm, Mark P. Paquin, CPA, PC, since 2014 and with Sherman, Kelley & Assoc. PC since 2016. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a long-term approach, utilizing mutual funds, ETFs, equities, and fixed income, while overseeing third-party managers and custodians.

Mark Derby is a financial advisor with Focus Partners Wealth, LLC and holds 23 years of industry experience. He previously worked at The Colony Group, LLC for five years and ran Derby And Company Inc. for 32 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

John Bay is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held previous roles at firms including Kaizen Wealth Strategies, Spire Wealth Management, and NewEdge Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Stephen Kolano is a CFA® charterholder with four years of industry experience. He is currently with Integrated Wealth Concepts LLC, having previously worked at BNY Mellon for 20 years. 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, family office, and retirement advisory services, employing customized portfolios and a combination of internal and third-party management.