Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also manages ARCH Wealth Management LLC. Archambault serves as president of Boston 128 Companies and the Millbrook II Condo Trust Association and is involved in real estate development through Arch Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple platforms and affiliations.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Securities America, Inc. and Coin Metrics Inc. John’s background includes roles at Bitooda Technologies and AB Quarters. Mariner serves a broad client base including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates in-house research with third-party strategies, while also providing specialized tax and administrative family office services.

Gracio Garcia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes long-term roles at Park Avenue Securities, Guardian Life Insurance Company, and involvement with the Gentle Giant Rowing Club. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary management and model-based strategies supported by proprietary programs and third-party platforms, with access to a range of insurance products and alternative investments.

Mark Paquin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 65 credential and 12 years of industry experience. He has worked as a CPA and accountant through his own firm, Mark P. Paquin, CPA, PC, since 2014 and with Sherman, Kelley & Assoc. PC since 2016. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a long-term approach, utilizing mutual funds, ETFs, equities, and fixed income, while overseeing third-party managers and custodians.

Mark Derby is a financial advisor with Focus Partners Wealth, LLC and holds 23 years of industry experience. He previously worked at The Colony Group, LLC for five years and ran Derby And Company Inc. for 32 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

John Bay is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held previous roles at firms including Kaizen Wealth Strategies, Spire Wealth Management, and NewEdge Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Stephen Kolano is a CFA® charterholder with four years of industry experience. He is currently with Integrated Wealth Concepts LLC, having previously worked at BNY Mellon for 20 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, employing customized portfolios and a combination of internal and third-party management.

Lloyd Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Kelly Financial Services and Santander Securities, as well as experience in behavioral health services. Outside of his advisory work, he performs psychiatric evaluations for individuals experiencing mental health crises. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Daniel Gilmore is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and previously worked at Granite Telecommunications and State Street Corporation. Gilmore has been with Commonwealth since 2021. 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, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

Matthew Chapman is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at Commonwealth Financial Network since 2017. Before joining Commonwealth, he spent a year at Norton Financial Services. He also participates as a focus panel member for Procter & Gamble's Gillette Razor. 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 roughly $213 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Michael Obrien is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at GWFS Equities, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance. Outside of his advisory work, he serves as Director at Large on the Board of Directors for the Chelmsford Pop Warner youth football and cheerleading organization and is involved in Corporate Limousine Services as a driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Sullivan is a financial advisor with Commonwealth Financial Network and holds the CFP® and ChFC® designations. He has 41 years of industry experience, including prior roles at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options alongside comprehensive back-office services.

Andrew Kingston is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. His prior work includes roles at Park Avenue Securities, The Bulfinch Group, Ustocktrade Securities, John Hancock, and Fidelity Brokerage Services LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a 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 and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Albert Smith Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at Infinex Investments, South Shore Bank, and Santander Securities, among others. Smith has worked with OSAIC Institutions, Inc. since 2001. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Ronald Halterman is a CFP® professional with 19 years of industry experience, currently affiliated with Private Advisor Group, LLC. He also owns Northward Financial Group, through which he operates a separate financial services practice. His prior experience includes over a decade at Weston Securities Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Juleby Hirsch is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Hirsch has been with TIAA-CREF since 2014. Outside of advising, Hirsch is the owner and manager of an LLC established to support a minor family member’s online affiliate marketing business, overseeing its financial and operational aspects. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jason Rollins is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities and The Bulfinch Group. Outside of his advisory role, he has experience with Boston Sports Card Exchange, LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, employing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Andrew Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at GWFS Equities, Keller Williams, Redfin Real Estate, Compass Real Estate, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions.