Matthew Condon is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2001. Outside of his advisory role, Condon is a board member and trustee of the Old Gold Rugby Club, where he helps oversee youth and high school rugby programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and offers a range of investment and retirement plan consulting services.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth 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 investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a variety of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Kevyn Mosele is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at NYLife Securities LLC, New York Life Insurance Company, Salem Five Bank, and Citizens Bank. Mosele also owned and operated a remodeling business for two years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations within an integrated New York Life affiliate structure.

Adelaide Magee is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and previously at O'Brien Wealth Partners LLC and Merrill Lynch. Before entering the financial industry, she spent several years in full-time education. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and diversification in its investment approach, utilizing mutual funds, ETFs, and occasionally interval funds and ESG-focused strategies.

Wesley Mariere is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2018 and previously worked at MML Distributors LLC and Massachusetts Mutual Life Insurance Company. Outside of finance, Mariere works as a voice actor and has experience driving for ride-sharing services Uber and Lyft. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Frederick Kelley is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jason Bolduc is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth and co-owning Granite Capital Advisors, LLC, he worked at Fidelity Investments, Cetera Investment Services, and Bank of New Hampshire. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

William Terry III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 63 designation and has 29 years of industry experience. He has been with Eagle Strategies since 2012 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1996. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations that address client objectives and Plan Sponsor criteria.

Andrew Simpter is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 65 designations with 24 years of industry experience. He has previously worked at LPL Financial, Cetera Advisors LLC, and other firms. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios and a range of model and wrap-fee program options.

Kerri Wilkes is a CFP® professional with over 20 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Matthew Brightman is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 credentials. He has 19 years of industry experience and has worked at Eagle Strategies since 2019, with prior roles at Nylife Securities, Inc. and Nylife Insurance Company dating back to 2006. Outside of advisory work, he is a silent partner in a clothing company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Erin Rainwater is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Commonwealth Financial Network since 2007, with a brief tenure at Fidelity Investments from 2023 to 2024. 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 support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Timothy Schmidt is a financial advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TD Ameritrade and Wainwright Investment Counsel. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate account managers, and alternative investments.

Danny Douangchith is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Empower Financial since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jason Phillips is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Janney Montgomery Scott for over 16 years, including his current tenure starting in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Cynthia Goldberg is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 33 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2012. Her outside activities include involvement with Joseph Klein Associates LLC, where she provides financial planning and consulting for hourly fees. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Kristine Moore is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. She has worked at TIAA-CREF and affiliated entities since 2014, with prior roles at NewEdge Advisors and Radiant Wealth from 2022 to 2024. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, and it serves as adviser to a donor-advised fund while operating within a vertically integrated structure.

Linda Lemaster is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding six years of industry experience. Her career includes roles at Avantax Advisory Services, Cetera, and Donnelly-Boland Tax Services, LLC. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and a range of investment options.

Leudson Veloz is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of advisory work, he is involved as a silent partner in an e-commerce business and provides contract assistance for a family-owned HVAC mechanical company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering a range of financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2010 to 2022. She has been with Janney Montgomery Scott since 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.