Edward Samp is a CFA® charterholder affiliated with Beacon Pointe Advisors, LLC, with 11 years of industry experience. He previously spent nine years with Sensible Financial Planning before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Taylor Orlando is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at LPL Financial, Charles Schwab Bank and Co., The Vanguard Group, and O'Neill and Associates. 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, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Michael Santo is a financial advisor with Empower Advisory Group in Framingham, MA, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. He has been with Empower Retirement since 2015 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and operates within Empower’s recordkeeping and administrative platforms.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

Ryan O’Toole is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at Wealth Planning Resources, LLC, The Country Club, Boston Financial, and B. Riley Financial, among others. He has also worked in education at Bentley University and Waltham Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services, serving both individual and institutional clients.

Lyman Jackson is a CFP® with 21 years of industry experience, currently advising at Beacon Pointe Advisors, LLC. He previously served at Financial Planning Solutions, LLC for 13 years and worked as an insurance producer for 16 years. Jackson is also involved in a non-investment business as the owner of Jackson Properties. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies supported by third-party managers and offers proprietary private funds alongside comprehensive performance reporting and participant education.

Eric Rosenberg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. from 1996 to 2024 before joining The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 services including portfolio management, financial counseling, and fiduciary consulting.

Evan Russell is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, having previously worked at Norton Financial Services from 2014 to 2017. 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 support services, including wealth management and retirement plan consulting, while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

John Deminico is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TD Bank N.A., Citizens Securities, Inc., and Saybrus Partners, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Kevin Garland is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2009. Garland is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide client base. The firm provides a comprehensive support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Giovanna Zaffina is a Series 66 licensed financial advisor with Commonwealth Financial Network, where she has worked since 2006. She has 25 years of industry experience. 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 individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 designations and bringing 29 years of industry experience. He has worked extensively within Capital Group and its affiliates since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

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.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Private Advisor Group and affiliated LPL Financial since 2013. Manis is involved with Brookfield Insurance Partners, providing insurance and annuity services. Private Advisor Group 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 a range of strategies and coordinating services through multiple custodians.

Ellen Duffy is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC. She also provides investment advice through Parkway Wealth Management, a business name she uses within the firm. Ms. Duffy has served on the Parkway YMCA Board of Directors since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

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.

John Agudelo is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at John Hancock Funds LLC and Manulife John Hancock Brokerage Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

William Taylor is a financial advisor with Empower Advisory Group in Grafton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Fidelity Investments Institutional Services Company, Inc. for 25 years and has been with GWFS Equities, Inc. since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base with a higher client-to-advisor workload than many peers.