Sean Condon is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 credentials. He has 17 years of industry experience and has also operated Condon Financial & Insurance Services. Condon serves as a board member and treasurer for The Wilson House, an organization dedicated to preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable entities. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Erik Olson is a CFP® professional affiliated with Commonwealth Financial Network, based in Andover, MA, with 27 years of industry experience. He has been associated with Olson Financial Group and Commonwealth Financial Network since 2003. His other business activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Oliver is a CFP®, CFA®, and holds a Series 65 license with 30 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously held positions at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of finance, he serves on the Board of Managers for Barrell House Z, a craft brewery based in Weymouth, MA. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security approaches, with specialized offerings in alternative and private market solutions for qualified clients.

Michael Smith Vaughan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he held roles at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that includes quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Alexandra Goodson is a CFP®-certified financial advisor with seven years of industry experience, currently with Corient in Boston, MA. Her background includes roles at Aristotle Capital Management and RBC Capital Markets. She is also co-founder of Cloud-y Cleaner S-corp, a cleaning product manufacturing and distribution business. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Lori Ann Garside is a Series 66-licensed financial advisor at VALIC Financial Advisors with three years of industry experience. She previously worked at MainePERS for 27 years and currently holds a position as an agent at Agia, where she is involved with non-securities insurance products. VALIC Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Benjamin Kachur is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans tailored to their goals and financial needs. He emphasizes understanding clients' priorities through attentive questioning and listening, using Fidelity's investment tools to construct and monitor financial plans. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024 before assuming his current role in 2024. His approach involves continuous progress monitoring and plan adjustments in response to changes in clients' situations and economic conditions. Outside of his professional work, Benjamin enjoys fishing, fitness, golf, running, and skiing.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time with the Greenville Swamp Rabbits and academic experience at Dartmouth College. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brooke Gordon is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she was affiliated with The Ayco Company, L.P. for several years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm’s advisory teams employ strategic and tactical allocation models and utilize a range of fee arrangements and platforms, leveraging proprietary and third-party analytics as well as integration across the broader Goldman Sachs ecosystem.

Craig Eaton is a certified public accountant affiliated with Integrated Wealth Concepts LLC, where he has worked for three years. He has prior experience with Granite Peak Associates, Inc. and Moody, Famiglietti & Andronico, spanning over two decades. His professional background includes accounting alongside his financial advisory roles. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

William O'Neil is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. His prior roles include positions at Voya Financial Advisors, Santander Securities, USAA Financial Planning Services, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Tyler Calder is a CFP® with 10 years of industry experience, currently with Cerity Partners LLC in Boston, MA. He previously worked at Wilmington Trust / M&T Bank and TD Bank. Cerity Partners advises a diverse range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and direct security selection, and provides access to alternative and private market solutions for qualified clients.

David Hanafin is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Northern Bank & Trust for 19 years followed by over a decade at Infinex Investments, Inc. Hanafin is also involved in insurance-related activities, serving as a liaison for various insurance agencies connected to banking services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model that combines firm supervision with delegated account management.

Stacy Putnam is a financial advisor at TD Private Client Wealth LLC in Boston, MA, with 13 years of industry experience. She holds the Series 66 designation and has been with TD Bank and TD Private Client Wealth since 2012. Outside of her advisory role, she manages a seasonal Airbnb rental property with her husband. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party managers.

Edward Silbert is a CFP® professional with 43 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Pinnacle Private Wealth, LLC and Fidelity Brokerage Services, Inc. Outside of advising, he manages a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting through a large advisor network and a range of program options that combine passive and active investment strategies.

Karen Weinhold is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Andover, MA, with 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and has held roles at TD Bank, N.A. since 2005, totaling 18 years at the firm. 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 combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bolton Securities Corporation, Bolton Global Capital, and Wells Fargo Advisors. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management with both advisor- and firm-managed strategies, and access to third-party managers, supported by an in-house Investment Management & Research team.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.