Christopher Roy is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at PUREfi Wealth, LLC, Acadiance, BNY Mellon, Boston Private Wealth LLC, Windrose Advisors LLC, and CBF Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, incorporating AI tools under internal review.

Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Michael Kelly is a CFA® charterholder with two years of industry experience. He currently works at The Colony Group and was previously employed at GMO LLC for seven years. He is based in Wellesley, MA. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Bruce Coughlin is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Voya in 2014, he has also served as president of Benefits Services Incorporated since 1981, a company involved in the sales and service of group employee benefits programs. In addition to his advisory role, he acts as an independent insurance agent selling fixed insurance products. Voya Financial Advisors serves a broad client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary advice and a combination of advisory and broker-dealer services.

Anpu Stephens is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, Stephens worked at TIAA-CREF from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brendan Spilsbury is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025. Prior to that, he worked at Sensible Financial Planning And Management, LLC for seven years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a disciplined approach using third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Cynthia Jeffries is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. She has been with Commonwealth since 2007. 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, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Jonathan Neipris is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 11 years of industry experience. He has been with Commonwealth since 2014. 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 around $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 back-office services.

Michael Mcdermott is a Series 66 licensed financial advisor with over 14 years of industry experience. He has been with Commonwealth Financial Network since 2011 and joined LPL Financial LLC in 2026. 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, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Michael Nichols is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding Series 66, 63, and 65 licenses with 11 years of industry experience. He has been with Eagle Strategies since 2018 and also affiliated with New York Life Insurance Company and Nylife Securities LLC since 2015. Outside of advising, Nichols volunteers with Family Promise Metrowest, a nonprofit focused on assisting families experiencing homelessness, and serves as Treasurer for the BNI Ultimate Success networking group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring advice to client objectives and maintains a significant portion of its assets under non-discretionary management within an integrated New York Life affiliate structure.

Zakeriah Nabulsi is a CFP® with 17 years of industry experience and is affiliated with Empower Advisory Group. She has worked at Great West Life & Annuity Insurance Company since 2008 and has been involved with the University of Massachusetts Lowell since 2004. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Zuleyka Feliz is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. She has been with Hornor Townsend & Kent since 2014 and also has experience with Penn Mutual Life Insurance Company dating back to 2013. Outside of her advisory role, she is an office administrator for an insurance brokerage and is proprietor of a realty business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored financial planning and investment management, utilizing third-party asset managers under a dual SEC-registered adviser and FINRA broker-dealer structure.

Daniel Lautenschlager is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has six years of industry experience, including prior roles at Citizens Financial Group and 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 provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as mutual funds, ETFs, and alternative investments.

James Leahey is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 26 years of industry experience. He has worked at Commonwealth since 2008 and previously was with Opus Investment Management, Inc. from 2004 to 2006. In 2026, he joined 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 managing over $210 billion in client assets. The firm offers a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Jonathan Maniscalco is a Series 66-licensed financial advisor with two years of industry experience. He is currently associated with Commonwealth Financial Network in Lexington, MA. His prior experience includes roles at Cetera, Lexington Financial Group, NOVA, and teaching positions at Clark University and the Bluedata International Institute. 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 hundreds of thousands of clients, managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Lauren Higgins is a CFP® with 15 years of industry experience. She has worked at O'Brien Wealth Partners LLC since 2006 and joined Mercer Global Advisors Inc. in 2025. 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, exchange-traded funds, and other strategies guided by an investment committee.

Ryan Conant is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc., Baystate Financial, and LPL Financial among others. 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, utilizing customized portfolios and a combination of internal and third-party management.

Timothy McMaster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years at the firm. He has six years of industry experience and previously worked at Bentley 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 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.