Michael Shtifter is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life since 2018. Prior to that, he was involved with OTD Marketing for seven years. Park Avenue Securities LLC, 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 tailored client solutions through both discretionary and non-discretionary management, combining proprietary programs and third-party platforms.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Nathan Upton is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 65 designation and previously worked at Salem Advisory Group and Wandby Landing. Outside of finance, he has experience in the fitness and hospitality sectors, including roles at Quest Fitness and The Lost Fire - Grill and Bar. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment solutions.

Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Elcock Sr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life since 1996 and its related entities since 1990. Outside of his advisory role, he serves as Vice Chair for the National PAC Committee of NAIFA, supporting fundraising efforts at the state level. Guardian Life, through its Park Avenue® Wealth Management division, 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 various planning and consulting services tailored to client needs.

Susan Miller is a CFP®, PFS™, and holds a Series 66 license with 24 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2019 and was previously with Aurora Financial Advisors, LLC from 2002 to 2019. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting 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.

Drew Inglesi is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network in Needham, MA. Prior to this, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 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.

Margaret Welborn is a financial advisor with Focus Partners Wealth, LLC in Wellesley, MA, holding a Series 66 designation and 14 years of industry experience. She previously worked at The Colony Group, LLC, GW & Wade, LLC, and GW & Wade Asset Management Company, LLC. Outside of her advisory role, she serves on the investment committee of Gaining Ground, a nonprofit organic farm. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive 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.

Dustin Cidorowich is a financial advisor at Commonwealth Financial Network with one year of industry experience. He has previously worked at Core Wealth Advisory and R.W. Roge & Company, Inc., and spent fourteen years at Electric Insurance Company. He holds Series 63 and Series 65 licenses. 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 provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Costello is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and previously worked at Pediatrics West P.C. for five years before joining Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Shane Coen is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, having worked at firms including Park Avenue Securities and O'Brien Wealth Partners, LLC. Coen’s background also includes roles outside finance, such as positions at Sigilon Therapeutics and Northeastern University. Park Avenue Securities, 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 offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Laurie Ingwersen is a CFP® with 26 years of industry experience currently with Allworth Financial, L.P. She has held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and The Harvest Group Wealth Management, LLC, among others. Allworth Financial serves individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative investment analysis and offers various model and specialist portfolio strategies.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive 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.

Robert Bodio Jr. is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company, Inc. from 1996 to 2024 before joining The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a 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.

Timothy Driscoll is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services, LLC and John Hancock Investment Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities and affiliated entities offering accounting, legal, and trust services.

Carlos Nano Jr. is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles beginning in 2024, he worked at Atlantis Auto City and IFRS - Farroupilha in various capacities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Peter Caplan is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network in Foxboro, MA. He has been with Commonwealth Equity Services, Inc. since 1999. Caplan is the managing member of Caplan Asset Management, LLC, an entity involved in securities and insurance business activities. 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 discretionary model portfolios and personalized investment options, while acting as a platform and operations provider for affiliated advisors.

David Sawan is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial for 16 years before joining Kestra Advisory and Kestra Investment Services in 2026. Outside of his advisory role, he is involved with PCF, Paper Courier, a non-investment related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Kenneth Garon is a CFP® with 19 years of industry experience, currently advising clients at Commonwealth Financial Network since 2023. He previously worked at Securities America Advisors and Investacorp Advisory Services. He is also the owner of Garon Financial, where he provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed account programs, access to third-party asset managers, and custody services.

Crystal Turner is a CFA® charterholder and Series 63 licensee with three years of industry experience. She has worked with Eagle Strategies (NY Life) since 2023 and has prior experience at Nylife Securities LLC, New York Life Insurance Company, Legacy Enterprises, and Loomis Sayles. Outside of her advisory role, she is an independent contractor with Volo Boston, a coed adult social sports league. 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 types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.