Sheri Hendricks is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. She holds Series 63 and Series 66 registrations and has 10 years of industry experience. Her career includes roles at firms such as MassMutual Life Insurance Company, LPL Financial LLC, and Prudential Insurance Company of America. Hendricks operates West of Center Financial, LLC, a business that offers New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and delivers most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Thompson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Boston Wealth Strategies, Sullivan Kreiss Financial, Excalibur Management, and Arciterra Companies. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers advisors discretion over client portfolios and manages discretionary model portfolios through its Investment Management and Research team.

Sammy Azzouz is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, Inc. for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Christopher Lund is a CFP® professional with 34 years of industry experience, currently serving at Carson Wealth. His career includes roles with firms such as Lincoln Investment and Capital Analysts Inc. Outside of advising, he engages in public speaking and serves as treasurer for a homeowners association in Killington, VT. Carson Wealth operates as an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors, offering discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach is guided by an Investment Committee that manages model portfolios and provides customized solutions including alternative investments and third-party sub-advisors.

Kerri Sullivan Kreiss is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including 20 years running her own firm, Sullivankreiss Financial, Inc., and currently co-owns Altara Wealth Inc., a private entity supporting securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Scott Brockman is a financial advisor at Farther with four years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at MDRN Capital LLC and Zacks Investment Research, among others. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Joanna Long is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Vantage Point Financial, LLC and Professional Staffing Group. 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, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Elizabeth Mara is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she spent eight years at Harvest Wealth Management. 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 broad adviser-support platform offering managed-account programs, access to third-party asset managers, and custody services.

Philip Crawford Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citizens Securities in two separate periods since 2015. He also has experience at Clarfeld beginning in 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

Neal Karelitz is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include the use of sophisticated modeling techniques without providing individual security recommendations in standalone planning.

James Wolfson is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 credentials and bringing 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MassMutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. He is also an insurance agent specializing in individual life, health, and group health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and offers a range of specialized planning programs.

Karim Attar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ financial goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Karim holds a Bachelor’s Degree from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. As a qualified Portfolio Manager, he provides both traditional advice and portfolio management services, including discretionary management of customized investment strategies that may involve individual securities, Merrill model portfolios, and third-party investment options. In addition to his professional work, Karim participates in community volunteer activities consistent with Merrill’s tradition of community service. He enjoys cooking, golfing, spending time with his family, and watching movies.

David Fivek is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials and with 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as Citigroup Global Markets since 2001. His other business activities include serving as a trustee in estate administration and investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Christian Crays is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at AXA Advisors, Northwestern Mutual, and First Home Mortgage. He also has experience working at Burtons Grill and Bar and has studied at Bridgewater State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and provides ERISA fiduciary services to qualified plans.

Raymond Jarvis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2008, including Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach supported by centralized operational and supervisory functions.

Tyson Lashley is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Ameriprise for 10 years before joining Raymond James Financial Services Advisors Inc. in 2025. Lashley is also involved with North Atlantic Investment Partners, LLC in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, with capabilities in municipal advisory and specialized retirement plan consulting.

Dale Lavelle Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at North Atlantic Investment Partners, Raymond James Financial Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Jaclyn Claus is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent four years at Boston Private Wealth LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Eugene Clark V is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2019. He also serves in the U.S. Air National Guard, a role he has held since 1999. Morgan Stanley Wealth Management provides advisory and brokerage services to both individuals and institutional clients, offering comprehensive financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of programs including tailored planning and estate strategies.