James Da Silva is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the Series 63 designation and previously worked at GW & Wade LLC and GW & Wade Asset Management Company for 14 and 13 years respectively before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Lawrence Martin is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2019, with prior experience at Morgan Stanley and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, 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.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts 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, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

William Weydemeyer is a CFP® professional with 14 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners 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 employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at GWFS Equities, John Hancock, and Santander Securities. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, a wholly owned 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.

Marshall Dodge is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2018, previously spending nine years with John Hancock. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Erik Oleary is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at New York Life, Securian Financial Services, and SagePoint Financial. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Nicholas Rossi is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC in Needham, MA. He has worked at several firms including Northward Financial Group, Weston Securities Corporation, Washington Trust Advisors, and Ameriprise Financial Services. Outside of his advisory role, Mr. Rossi is an owner of Northward Financial Group and is also a licensed independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Daniel Galli is a CFP® and ChFC® with 40 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has previously worked with Goldman Sachs and PFE Advisors, Inc. Since 2002, he has also served as an instructor and guest lecturer at Boston University, delivering online educational webinars and updating course materials in retirement planning and employee benefits. Galli is the president of the Financial Planning Association as of 2025. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers multiple program platforms supported by third-party technology and management.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Amazon for six years and served in the U.S. Marine Corps for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within a long-term, tax- and fee-sensitive framework.

Steven Misdea is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Guardian Life since 2015 and also operates Misdea Financial and Insurance Services, focusing on insurance products. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and 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, along with access to proprietary and third-party investment solutions.

Ryan Clancey is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, and Baker Tilly. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of 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.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

Carter Scheetz is a CFP® with 10 years of industry experience currently affiliated with Commonwealth Financial Network in Needham, MA. His prior roles include positions at Foreside Fund Services, LLC and One Charles Private Wealth. He also holds a Series 63 license and spends a portion of his time engaged in fixed insurance sales. 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 comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, while providing a variety of investment options and back-office services.

Heyden Acosta is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Advisory Group, Heyden worked at FNZ Trust Company and State Street Corporation. 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. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Bernard Gillis is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Rise Private Wealth Management and several organizations outside finance, such as The Cookie Monstah and Kingman Yacht Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary financial planning tools with managed account solutions, focusing on long-term portfolio returns and regular rebalancing within plan lineups selected by sponsors.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. 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 customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.