Kevin O’Brien is a CFP® with 37 years of experience in the financial industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked at Triad Advisors, Inc. and Peak Financial Services, Inc. O’Brien is also an author of investment-related content through BIOTECH BOOM. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and manages over $122 billion in assets. The firm serves individuals, high-net-worth clients, corporations, and retirement plans with diversified investment strategies that combine passive and active management overseen by an internal Investment Committee.

Patrick Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Phoenix Power and is currently a member of Atlantic Planning Group, LLC, where he engages in investment-related activities under a registered investment adviser. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Reese Nickerson is a financial advisor at Mariner with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SWBC Investment Services, LLC for six years and held positions at DraftKings, Fidelity Investments, and M.F. Reynolds. Reese is based in Weston, Massachusetts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios supported by an internal investment team and third-party managers, with integrated tax and accounting services uncommon for a firm of its size.

Chanel Gullage is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Colony Group, LLC, GW & Wade, LLC, Commonwealth Financial Network, and D.K. Brede Investment Management Company, Inc. Her career includes roles at several established firms in the wealth management sector. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 across various asset classes.

Matthew Kelley is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Commonwealth Financial Network. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, and other diversified strategies.

Jesse Brady is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Stratos Wealth Partners, Ltd and Stearns Financial Group, serving since 2021, and previously worked at Vaucluse Partners from 2016 to 2021. In addition to his advisory role, he serves as Director of Business Solutions at Stearns Financial Group, focusing on benefit solutions. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

Vera Lucia Rampartap is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, Ameriprise, and Merrill, spanning over two decades in the financial services sector. 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 recommendations and manages a significant portion of its assets on a non-discretionary basis through a broad network of affiliated advisers.

Charles Downey is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Centaurus in 2018, he worked at Lincoln Financial Advisors Corp for 14 years. Outside of his advisory role, he serves as president of Downey Insurance Agency, Inc., a retail insurance business he has been involved with since 1997. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a combination of fundamental, technical, and model overlay strategies.

Christian Odonnell is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked with TD Bank N.A. and Kelly Ford prior to his current role. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Thomas Devol is a financial advisor at SPC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Parkland Securities since 2014 and Sigma Planning Corp since 2002. In addition to his advisory work, he operates an insurance brokerage through Devol Insurance & Financial Service, focusing on life, health, property, and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary management strategies.

Matthew Sliwa III is a CFP® and CFA® with 35 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2006, and also co-owns KSP Advisors, LLC, a real estate holding company. His background includes fixed insurance sales conducted alongside his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Liam Greene is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and positions outside finance such as at Boston City Hall and All Pro Moving and Storage. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Lori Bateman is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill for 18 years before joining Citizens Bank and Citizens Securities in 2026. Outside of her advisory role, she owns Bateman Stables, a for-profit business based in Norton, Massachusetts. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Zachary Volinsky is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at firms including Boston Light Financial and LPL Financial. Volinsky has experience in various roles outside financial advising, including positions at Dick's Sporting Goods and Camp Avoda. Focus Partners Wealth serves a diverse client base, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and a wide range of investment strategies.

Matthew Elsenbeck is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ferris Capital, LLC for 10 years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, and Merrill. She also serves as Director of Operations for Grandview Partners, managing client service functions and staff oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Elijah Zeh is a financial advisor with Eagle Strategies (New York Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he was involved in the hospitality sector, including work with Chocksett Inn and Restaurant and Liquors 44 Hadley. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Michael Hertz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2001. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services, including lending solutions and donor-advised funds.

Michael Kelly is a CFA® charterholder with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group and GMO LLC. Focus Partners Wealth, LLC serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients by providing investment management, financial counseling, family office services, retirement plan fiduciary services, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of strategies and affiliated service offerings.