Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. 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. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. 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 delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Libby Ricciardi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Commonwealth since 2012. 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 wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Pedro Rodriguez is a CFP®-certified financial advisor with 13 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. since 2022. Prior to this, he worked for Gwfs Equities, Inc. for seven years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and delivers financial plans and ongoing reviews through an interactive online platform.

Jason Hutchinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Lincoln Investment and Edward Jones. Outside of his financial advisory work, he is employed part-time in a non-investment role involving appointment scheduling. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital, LP. Outside of finance, she is a partial owner and general manager of a women's footwear business in Boston. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios across various asset classes.

James Beyloune is a financial advisor at Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Oppenheimer & Co., Inc. since 1994 and has worked at Fahnestock & Co. Inc. since 2003. He serves as trustee for the Beyloune Family Investment Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm’s approach includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.

Julie Ruane is a financial advisor with Commonwealth Financial Network, holding 19 years of industry experience. She has worked at the Massachusetts Bay Transportation Authority (MBTA) since 1987. 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 and operational support, enabling affiliated advisors to offer customized portfolio solutions and wealth management services.

Paul Beggan is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes long-term roles with Nylife Securities Inc. and N.Y. Life Insurance Co since 1985, along with tenures at The Incentive Group LLC and The Hilb Group of New England, LLC. Outside of his advisory role, he serves as a board member for the Stonehurst Village Condominium Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Judith Cranna is a CFA® charterholder based in Boston, MA, with three years of industry experience. She currently works at Corient, where she has been employed since 2022. Prior to Corient, she spent 15 years at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Sally Bowen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 34 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 21 years before joining T. Rowe Price in 2022. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and interactive online planning tools.

Stephen Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Ameritas in various capacities since 2006 and is also president of Boston 128 Companies Inc and Boston 128 Insurance Agency Inc, where he is involved in sales, training, and management. Outside of finance, he is an author of thriller fiction and writes under SLB Publishing LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, relying on model portfolios, third-party sub-advisers, and custom strategies, with a focus on client reviews and plan sponsor consulting.

Scott Fontaine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior career includes roles at True North Financial Partners, Ritchie Financial, and New York Life Insurance Company. He is also an insurance broker, managing outside insurance through various carriers. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly for retirement investors.

Dianne Webster is a CFP® professional with 29 years of industry experience, affiliated with Commonwealth Financial Network. She has been the president and owner of Integrated Financial Strategies, Inc., operating as Insight Financial Horizons, since 1999. Her career includes fixed insurance sales alongside her advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Dmitry Frenklakh is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2018 and at River Financial Group, LLC from 2019 to 2026. He is also engaged in insurance brokering for non-registered insurance products through outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Sherr is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been operating Sherr Financial since 2010. Outside of advisory work, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custodial services, supporting both discretionary and nondiscretionary portfolio management approaches.

Thomas Craig Jr. is a financial advisor with Commonwealth Financial Network based in Wilmington, MA, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at H.D. Vest Investment Securities, Inc. since 2001 and has been affiliated with Daneault Associates, Inc. since 1991. Outside of advisory work, he is involved with Rodman and Rodman, a CPA firm, where he works as an accountant. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and back-office support. The firm provides discretionary model portfolios and various customized investment solutions while supporting advisors with operations, technology, compliance, and practice management.

Daniel Lahiff Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2015 and was previously associated with Axial Benefits Group. His other business activities include fixed insurance sales. 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 discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.