John Phelps is a financial advisor at Savant Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously led The Relaxing Retirement Coach, Inc. for 20 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

William Whitney III is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Bank of America, and Merrill. 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, and retirement plan advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Michael Barry is a financial advisor with Eagle Strategies (NY Life) based in Walpole, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Barry Financial, LLC since 2006 and has been affiliated with New York Life and its securities subsidiary since the early 1980s. Outside of advisory work, he is involved in insurance brokering and holds an officer-passive investor role in NYLARC Holding Company, Inc. Eagle Strategies serves 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 focused on tailoring recommendations to client goals and Plan Sponsor criteria, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.

Shalini Guglani is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and HSBC Securities (USA) INC. 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, with advisory options that have included a digital advisory program and a managed account program.

Renata Schindler is a financial advisor with OSAIC Institutions, INC. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Her prior work includes roles at Watertown Savings Bank, Infinex Investments, Inc., Envision Bank, and Citizens Bank. Additionally, she serves as a public notary for Watertown Savings Bank clients. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure, including discretionary and non-discretionary options, and provides access to alternative investments and lending solutions.

Darci Cloutier Ham is a financial advisor at Citizens Securities, Inc. with 8 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citizens Securities since 2021. Her prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Johnson & Hill Staffing. 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 tailored to client risk tolerance.

Richard Suder is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside multiple investment strategies, often implementing advice through third-party managers and TAMPs.

William Mack is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He has been with Commonwealth since 2016. 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 over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eaton Vance Distributors, Inc. and Eaton Vance Management spanning seven years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Russell Dolan is a financial advisor with Bankers Life Advisory Services, Inc. in Waltham, MA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Bankers Life Securities, Inc. since 2016 and has been with Bankers Life & Casualty since 1999. Outside of his advisory role, Dolan has an ownership interest in a winery, Napa Custom Crush LLC d/b/a The Caves at Soda Canyon. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Andrew Phillips is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds the Series 63 and Series 66 credentials and has 18 years of industry experience, including 10 years with Commonwealth. 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 provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Shaun Griffin is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Before joining Commonwealth Financial Network in 2020, he worked at JP Morgan Chase & Co, Mattress Firm, Cape & Islands Kitchens, and Northeast Interiors. 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 their individual and institutional clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Louis Orsatti is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at David Keefe and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis.

Matthew Stys is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2017. Prior to joining Commonwealth, he worked at Hampshire Country School for one year. 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 around $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Yan Katz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009 and serves on the board of the Bulfinch Charitable Foundation. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, tailored financial planning, and access to proprietary and third-party investment programs.

Christopher Perry is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Sports Group, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Miller is a financial advisor at Eagle Strategies (NY Life) with a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies and related New York Life affiliates in 2024, he worked for Optima Global Search for 23 years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

John Reeder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director and treasurer on condominium association boards and co-hosts a podcast interviewing CPAs about client assistance. Park Avenue Securities, a subsidiary of The 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 delivers advisor-led discretionary management alongside model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

David Smith is a financial advisor at TIAA-CREF with 15 years of industry experience and holds Series 63 and Series 66 designations. His prior roles include positions at Citizens Securities, Santander Bank and Securities, Strategic Advisers, and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.