John Cislo is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, TIAA-CREF, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Vincent Vicidomini is a financial advisor at Mesirow Financial Investment Management, Inc. with 21 years of industry experience. He has been with Mesirow Financial since 2014 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm integrates proprietary private investment products with third-party managers, employs quantitative and qualitative due diligence, and offers access to affiliated feeder funds investing in institutional real estate and private equity.

Patrick Arey is a financial advisor with Empower Advisory Group in Halifax, MA, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Foreside Financial Services, Legal & General Investment Management America, and Virtus Investment Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jerome Sullivan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining TD, he worked at Financial Focus Asset Management and Apple Corp. Outside of advising, he is involved as a travel advisor with Collette Vacations. 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 investors. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Terry Griffith is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked for UBS Financial Services for 10 years. Griffith serves as an officer and director on the board of the Masonic Education & Charitable Trust, which oversees investment consultant decisions for a non-profit organization. Independent Financial Group provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with passive and active investment exposures.

Kallie Rosenbach is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. Prior to her current role, she worked in hospitality and education, including positions at Tavern on The Wharf and Umass Amherst. Outside of advising, she is also active as a real estate agent with Keller Williams. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Attar Chalif is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, MA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Rockland Trust Company and Fisher Agencies of American Income Life. Outside of his advisory role, he serves as a board member and chapter leader for Networking Group USA, where he hosts meetings and supports members in building professional connections. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of programs tailored to client objectives, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Mayer Jr. is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Ameriprise Financial Services, Inc. Mayer is also involved in a CPA affiliate program through T.G. MAYER, P.C. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Margaret Pierce is a CFP®-designated financial advisor with over 31 years of industry experience. She is currently with PlanMember Securities Corporation and has previously worked at Kestra Investment Services, Newport Group, and Dailyaccess Corporation. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Brook Thompson is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Cetera Advisors Networks. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, using proprietary programs and third-party platforms, with tailored client relationships that may include financial planning, consulting, and access to insurance products and alternative investments.

Russell Cullivan is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Voya since 2014. In addition to his advisory role, he operates as an independent insurance agent, focusing on fixed insurance products, and serves as a referral partner for energy supplier companies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model portfolios supported by both internal and external strategists, offering a broad range of affiliated and unaffiliated investment products.

Kathleen Auth is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Bank of America Private Bank since 2019 and was previously employed at Bank of America from 2010 to 2019. She is a member of the fundraising committee for the Campaign for Catholic Schools, charged with raising $25 million for teacher funding. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Matthew Clifford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, LLC for nine years and has additional experience with Putnam Investments and North Star Resource Group. Outside of finance, Clifford was involved with Clifford Construction and has a background that includes working at Merrimack College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Mullen is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Candice Travis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at institutions including Santander Bank and Citizens Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with a focus on eligible strategies and ESG considerations.

Kelli Hampton is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Merrill from 2013 to 2021 before joining Mass Mutual in 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals.

Zachary Moss is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at Harvard Extension School and George Washington University, as well as involvement with community organizations such as the Belmont Youth Basketball Association. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Nearman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Investors Security Company, Inc. Nearman is also involved in nonprofit work as founder, president, and executive director of The Great Blizzards of Massachusetts Special Hockey and serves on the boards of the American Red Cross and Special Hockey International. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Dean Sylvester is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Lighthouse Investment Group, Inc. and Commonwealth Financial Network over two decades before joining LPL Financial and Lighthouse Investment South Shore in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Seth Smith is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Smith is also involved with Physicians Planning Group and Sterling Physician Planning, focusing on providing financial planning and insurance advice to clients. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.