Susan Arnold is a CFP® with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC and Northward Financial Group, which she owns independently. Her prior roles include extensive tenure at Weston Securities Corporation and Washington Trust Advisors, Inc. In addition to investment advisory services, she provides tax advice and preparation, as well as insurance product sales, all separate from her work at Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a range of discretionary and non-discretionary strategies.

Jeffrey Tancreti is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and GW & Wade, LLC. Before entering the financial advisory field, he spent eight years at the Massachusetts Office of Campaign and Political Finance. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and various investment strategies.

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 with Citizens Securities, Inc. in Woonsocket, RI, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Citizens Securities and affiliated entities since 2013, including Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

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.

Matthew Ryan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for nearly two decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private and registered funds, and legacy programs from merged teams.

Lindsy Owens is a CFP® professional with two years of industry experience. She is currently affiliated with Harvest Wealth Management, LLC and Commonwealth Financial Network, having previously worked for ThomasPartners, Inc. for ten years. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Samuel Bohmiller is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Peter Leddy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Co, and Bulfinch Group since the early 2000s. Outside of his advisory roles, he is involved in selling insurance products beyond Guardian Life offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.

William O Malley Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he operates Patriot Tax Service, a CPA and tax preparation business. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

Cary Geller is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Nathan Sullivan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license. He has recently entered the industry, beginning his advisory career in 2026. Prior to this, he held roles at Fidelity Investments and Eden Advisory Services, and has experience working in education and community recreation sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Spencer Plassman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, Plassman is the owner and operator of Genuine Audio Inc., a media-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending and donor-advised funds.

Justin Zelen is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 66 licenses, and has 13 years of industry experience. His prior roles include positions at Citizens Securities Inc. and Wells Fargo Advisors. He volunteers monthly with the Boston Food Bank and Cradles to Crayons, assisting in packaging supplies for those in need. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers and a range of portfolio options including TD Managed, Guided, and Premier Guided Portfolios.

Mahesh Palriwala is a financial advisor at Eagle Strategies (NY Life) with over 32 years of experience. He holds Series 63 and Series 65 licenses and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1993. Palriwala is involved as a board member with Saheli Boston, an organization supporting South Asian survivors of domestic violence. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers customized solutions across various program types and serves clients with a predominantly non-discretionary asset management approach.

David Mercadante is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Santander Bank. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

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 23 years of industry experience. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2025, following a 16-year tenure at Shorepoint Capital Partners. Outside of his advisory role, Raposo is managing partner of a local café business with two coffee and sandwich shops. Allworth Financial is an SEC-registered fee-based adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions across a range of strategies, including model allocations and specialized ETFs, and manages privately offered funds alongside advisory and retirement plan consulting services.

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.