Shavar Lazarus is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Liberty Mutual. Prior to his advisory career, he served in the U.S. Army and spent several years at Bunker Hill Community College. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management within a fiduciary framework.

Robert Santamaria is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for eight years and WinterWyman for one year. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm integrates active and passive investment strategies through a combination of in-house asset allocation modeling and third-party independent managers.

Olivia Harrison is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Sensible Financial Planning And Management, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach supported by proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Dylan Greene is a CFP® with eight years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his role at Sequoia, he is also a Client Relationship Manager and Financial Planner at Affinia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Peter Crinella is a financial advisor with Guardian Life in Northborough, MA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Robert Roy. Outside of finance, he was involved with the Guildford Flames Hockey Club for two years. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual, corporate, and institutional clients with brokerage, financial planning, and retirement consulting services, offering a range of advisory programs that include both proprietary and third-party investment strategies.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth in various capacities since 2016. Outside of his advisory role, he was involved with Exceptional Estate Sales from 2017 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Danya Abrams is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. Prior to joining the firm, Abrams worked at Horace Mann Investors, Inc. and Horace Mann Companies for three years. In addition to advisory work, Abrams provides radio color commentary for Boston College's men's basketball team. Integrated Wealth Concepts serves a diverse client base, including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach combined with oversight of third-party managers.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Margaret Dolan is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, she worked at Financial Planning Solutions, LLC and Rosenblum Silverman Sutton Sf Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and asset-allocation modeling across active and passive strategies.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. 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 operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Eric Carey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, based in Waltham, MA, and has two years of industry experience. His career history includes roles at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, equities, and fixed income, combining an enterprise operating scale with a menu of model and wrap options directly sponsored by the firm.

Anna Liu is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also works with Transamerica Retirement Solutions and World Financial Group. Liu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Hirokazu Onuma is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the ChFC® and Series 63 designations and has 15 years of industry experience. Prior to his current role, he was an educator at the Japanese Language School of Greater Boston, a nonprofit that serves the local Japanese community. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Nicholas Botelho is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 5 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance infrastructure.

Stephen Faberman is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including 14 years at Lincoln Financial Advisors Corp and 9 years with Integrated Wealth Concepts and LPL Financial. Outside of his advisory roles, he is a partner in a golf-related business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, individual equities, and fixed income.

Quinn Rickert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth in 2019, Quinn worked at Brandeis University for four 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 provides a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Sean Boylan is a CFP® with 37 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2016. Prior to this, he worked at Lincoln Financial Advisors Corp from 2003 to 2016. He maintains insurance-related activities including health, disability, fixed, LTC, and life insurance. 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, employing a long-term approach complemented by shorter-term trading for rebalancing and cash needs.

Courtney Templin is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2002. 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 services, including wealth management and retirement plan consulting, and provides operational, trading, compliance, and practice-management support to its affiliated advisors.

Richard La Cross is a CFP® and PFS™ with 20 years of industry experience. He is a partner and co-founder of GreenWave Financial Advisors, a firm specializing in tax and personal financial planning services. He has been affiliated with LPL Financial since 2016. He is an advisor at Integrated Wealth Concepts LLC, an enterprise firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. Integrated offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach with customizable portfolio options.