Matthew Ryan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for nearly two decades. Focus Partners Wealth, LLC 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private and registered funds, and legacy programs from merged teams.

Daniel Tinsley is a financial advisor with Commonwealth Financial Network in Marlborough, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Commonwealth since 2016. Outside of advising, he serves as a corporator and ambassador for Bay State Savings Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Lindsy Owens is a CFP® professional with two years of industry experience. She is currently affiliated with Harvest Wealth Management, LLC and Commonwealth Financial Network, having previously worked for ThomasPartners, Inc. for ten years. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Myles Davis is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Eagle Strategies, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as an assistant coach for the Roxbury Latin Varsity Basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored solutions and offers a range of advisory programs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dillon Driscoll is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Financial Planning Solutions, LLC and Manganaro Building LLC, as well as work in education and local government. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager selection process using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Samuel Bohmiller is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Peter Leddy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Co, and Bulfinch Group since the early 2000s. Outside of his advisory roles, he is involved in selling insurance products beyond Guardian Life offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.

Jonathan Morrill is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Trindent Consulting and Procter & Gamble. Outside of finance, he owns Pi Design Boston, a small business specializing in custom embroidery services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored advice through various program types and works extensively with retirement plans and insurance-related products.

William O Malley Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he operates Patriot Tax Service, a CPA and tax preparation business. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

Cary Geller is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Austin Litvak is a CFP® and CFA® with eight years of industry experience. He is currently with Mercer Global Advisors and previously spent six years at O’Brien Wealth Partners LLC, along with prior roles at Boston Advisors, LLC and Fidelity Investments. O’Brien Wealth Partners LLC 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’s investment approach emphasizes capital preservation and attractive returns through diversified asset allocation, using mutual funds, ETFs, and occasionally interval funds, emerging markets, and ESG-focused investments.

Benjamin Mander is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Beacon Pointe, he held various roles at Boston College, Becket-Chimney Corners YMCA, and Grace Church School. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the Series 63 and Series 65 licenses and has 14 years of industry experience. Her career includes roles at Eagle Strategies since 2019 and Next Generation Wealth, LLC since 2016. Outside of advisory work, she is involved in several real estate ventures as an owner and partner. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, focusing primarily on non-discretionary assets and fiduciary responsibilities, particularly in retirement plan consulting.

Peter Cardoza is a financial advisor with Commonwealth Financial Network and CSR Financial Services, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Commonwealth since 1999 and CSR Financial Services since 2000. Outside of his advisory work, he serves as a Leo Club Advisor with the BVT Leo Club. Commonwealth Financial Network is a registered investment adviser supporting 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 and offering managed model portfolios and customized investment solutions.

Nathan Sullivan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license. He has recently entered the industry, beginning his advisory career in 2026. Prior to this, he held roles at Fidelity Investments and Eden Advisory Services, and has experience working in education and community recreation sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Michael Canfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at EverRise, James N Ball & Company, Inc., and Cuna Brokerage Services, Inc. He also engages in fixed insurance sales during a portion of his business hours. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Her career includes roles at Fairway Group LLC, Capital Edge Insurance & Financial Services, and New York Life Insurance Company. In addition to her advisory work, she is appointed as an insurance broker for non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Martin Gredinger is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Simches and Company since 2005 and has operated his own practice, Gredinger & Associates, since 1990. In addition to his advisory work, he owns and operates a small tax practice during tax season. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Spencer Plassman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, Plassman is the owner and operator of Genuine Audio Inc., a media-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending and donor-advised funds.

Marina Cekani is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Sensible Financial Planning and Management, LLC, as well as Wells Fargo Advisors and its related entities. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, employing a manager-driven investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.