Michael Elcock Sr. is a financial advisor with Primerica Advisors in Needham, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has a longstanding background in the insurance industry, including roles at Guardian Life Insurance Company of America and Phoenix Mutual Life Insurance Company. He serves as Vice Chair for the National PAC Committee of NAIFA, a political action committee raising funds through state NAIFA leadership. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial and retirement planning. The firm offers a variety of investment programs and platforms, managing accounts through proprietary and third-party portfolios with discretionary and non-discretionary options.

Susan Miller is a CFP® and PFS™ with 23 years of industry experience. She has been with Focus Partners Wealth, LLC since 2019 and previously worked at Aurora Financial Advisors, LLC for 17 years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies and managing a range of private and registered funds.

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 at Focus Partners Wealth, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Welborn serves on the investment committee of Gaining Ground, a nonprofit organic farm endowment. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term 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.

Greta Ferguson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working in various roles including at Mercer Global Advisors, Murraysmith, Inc., and educational institutions such as Boston College and Oregon Episcopal School. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and various implementation options.

Shane Coen is a financial advisor with Primerica Advisors, holding a Series 66 designation and currently based in Needham, MA. He has held roles at Park Avenue Securities, Guardian Life Insurance Company, and several other firms since 2021. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and account-level solutions. The firm manages approximately $15 billion in assets and employs over 1,900 investment adviser representatives.

Jon Paul Mc Bride is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at The Colony Group, LLC, Adviser Investments, Daintree Advisors LLC, and North American Management Corp. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Jianhua Yao is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. Outside of advising, he works as a research scientist in pharmaceutical research. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs alongside an integrated retirement plan ecosystem.

Robert Bodio Jr. is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and 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 provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Hebert is a financial advisor at Mariner Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 19 years and First National Advisors LLC for 28 years. Hebert also serves as a Notary Public for the State of Massachusetts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services, including specialized CFO capabilities and a Financial Wellness Platform for employers.

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.

Brennan Moore is a CFA® charterholder with 18 years of industry experience, currently serving at Kestra Advisory since 2018. He also holds roles at Kestra Investment Services, LLC and NFP Retirement, focusing on retirement plan analysis and investment reviews for corporate retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves various client types, including sovereign wealth funds.

Suzanne Conran is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Lincoln Investment since 2010 and has concurrent experience with Aag Securities, Inc. and Horizon Financial Group. Outside of advisory roles, she is involved in providing fixed annuity products and insurance quotes, including term life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor- and firm-managed model portfolios, using a blend of strategic and tactical investment approaches overseen by an Investment Management & Research team.

William Bestgen Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including two separate tenures at Commonwealth totaling over three decades and ownership of Bestgen Wealth Management, LLC. Outside of advisory work, he serves as a trustee for a corporate retirement plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering access to discretionary model portfolios and multiple program structures.

Roderick Macdonald is a CFP® with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked for The Colony Group, LLC for ten years. Outside of advisory work, he is an owner, officer, and director of several companies involved in investment real estate, dedicating 5-10 hours weekly to these activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, employing a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Jeffrey Craig is a Certified Financial Planner® with 20 years of industry experience. He has been with The Colony Group, LLC since 2003. He holds the Series 66 license and is based in Hingham, MA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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.

Benjamin Magoun is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and Fitzwilliam Financial since 2007. He has also been associated with Strategic Financial Alliance since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of adviser platforms including managed-account programs, third-party asset manager access, and comprehensive custodial and clearing services.