Allison Gaines is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Gaines Deluca CPA LLC, a CPA firm. Her prior work includes four years at Samet & Company PC and four years at Blum Shapiro & Company PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

John Corron is a CFP® professional with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Morpheus Family Wealth and has previously worked at Monument Group Wealth Advisors, Abaris Financial Group LLC, CWM, LLC, Northwestern Mutual, and Putnam Investments. 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 custom portfolio solutions and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Yoon Hi King is a financial advisor with Guardian Life and holds a Series 66 designation. She has five years of industry experience, including roles at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she serves as co-trustee of the Andrew D. King Trust. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Rachel Zibrak is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She has previously worked at The Colony Group, LLC, Derby And Company, Inc., Rinet Company, LLC, and New England Private Wealth Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Richard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He has worked at Commonwealth Financial Network since 2018 and previously spent six years with Jhfn Sii. Since 2026, he has also been associated with LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Jesse Pawlowski is a financial advisor at TIAA-CREF with four years of industry experience and holds a Series 66 designation. He previously worked at Empower Advisory Group and Equitable Advisors, LLC. Outside of his advisory career, he works as a freelance AI training specialist. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with existing relationships through TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012, and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hanstad provides investment advisory services primarily through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Stephen Breton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2006. 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 custom and model portfolio solutions, while providing operational, trading, technology, and compliance support to its affiliated advisors.

Connor Mc Lenithan is a financial advisor with Empower Advisory Group in Brighton, MA. He holds Series 63 and Series 65 registrations and has five years of industry experience. His prior work includes roles at GWFS Equities, Maloney Properties, Hannaford Brothers Inc., and the University of Vermont. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and are delivered within Empower’s administrative and recordkeeping platforms.

Jonathan Barnett is a CFP® professional at Guardian Life with five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory work, he serves as a power of attorney and healthcare proxy for a family member. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions using both discretionary and model-based strategies supported by proprietary programs and third-party platforms.

Richard Paine Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at both firms since 2013 and is engaged in occasional life, disability, and long-term care insurance business outside of Guardian. 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 offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, including access to insurance products and alternative investments.

Rachael Crosby is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and having 10 years of industry experience. She has been with Commonwealth since 2015 and previously worked at LPL Financial LLC beginning in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, offering a mix of investment options and portfolio implementation strategies.

Lydia Asaf is a financial advisor at Guardian Life with nine years of industry experience and holds Series 63 and Series 66 licenses. Her career includes roles at BlackRock, Barclays Capital, Liberty Mutual Investments, and Zyon Capital Partners LLC. She serves on the boards of Girls on the Run Worcester County and Newton Wellesley Hospital and is an executive member of the Parent Teacher Organization at Memorial Spaulding Elementary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary wrap programs tailored to client needs.

Adam Willis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC, GW & Wade, LLC, Trust Advisory Group, Ltd., and Table Rock Infrastructure Partners. His background also includes involvement in a U.S. Senate election and a role at UMass Amherst. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Stephen Marsters is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and KP Law, PC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christopher Stuart is a CFA® charterholder with 16 years of industry experience. He is currently with Allworth Financial, L.P. and has held prior roles at Shorepoint Capital Partners LLC, Commonwealth Financial Network, and Columbia Management Investment Advisers, LLC. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized portfolios spanning equities, fixed income, ETFs, and privately offered investments, while offering various model and specialist strategies.

Anthony Dibattista is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Commonwealth Financial since 2003. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Casparriello is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at GWFS Equities, Putnam Investments, John Hancock Financial, and the University of Massachusetts Lowell. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently an advisor at Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets Inc., AssetMark, Inc., and Deloitte Consulting, LLP. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms and discretionary portfolio management.

Amy Lampert is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2011 and previously operated The Lampert Advisory Group for 18 years. Outside of her advisory roles, Amy serves as a FINRA arbitrator, provides organizational consulting and executive coaching, teaches at Brookline High School’s Community and Adult Education program, and is a trustee of the Brookline Symphony Orchestra. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including specialized insurance products and alternative investments.