Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, Wells Fargo Clearing Services, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC, a vacation rental business. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm employs a blend of quantitative and qualitative analysis to create customized investment strategies across a variety of asset classes and offers specialized portfolios alongside model strategies.

Justin Jones is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and has worked at several firms including Brian James Financial Services, Inc. and Gwfs Equities, Inc. His experience spans various roles within investment advisory firms. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Samuel Mc Dermott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneDigital Investment Advisors, LLC and MFS Fund Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Priscilla Mahabali is a financial advisor at Commonwealth Financial Network with a Series 66 designation. She has been with Commonwealth since 2020 and has prior experience in staffing and salon management. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Berkley is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Berkley serves as an arbitrator for industry disputes, is a public notary, and holds leadership positions with local youth and high school athletics organizations in Sharon, Massachusetts. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm offers tailored portfolio management services and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Audrey Dickhudt is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and has been associated with Commonwealth since 2009. Outside of her advisory role, she is involved with The Greater Boston Glass Group in a non-investment capacity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Esposito is a financial advisor with Commonwealth Financial Network based in Georgetown, MA. He holds the CFP® designation and Series 63 license, with 44 years of industry experience. Since 2006, he has operated Esposito Financial Group, LLC alongside his role at Commonwealth. He also sells fixed insurance products as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational and compliance support to affiliated advisors.

Hakyun Morrissey is a financial advisor with TIAA-CREF in Waltham, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Morrissey has been with TIAA-CREF since 2007. In addition to advisory work, Morrissey serves on the advisory board of Final Matters LLC, an app focused on helping families manage and celebrate life’s milestones. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolio options, and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brandon Garneau is a financial advisor at Beacon Pointe Advisors, LLC with a Series 66 credential and three years of industry experience. His prior roles include positions at Sensible Financial Planning And Management, LLC and Columbia Threadneedle Investments. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of active and passive strategies and utilizes a proprietary manager selection process alongside third-party managers to implement investment solutions.

David Mccann is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers adviser support through managed-account programs, access to third-party asset managers, and custody and clearing services.

Ryan Huard is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Farther and previously held roles at Commonwealth Financial Network and Sentinel Securities. Outside of his advisory work, he is president and owner of Huard Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Kyle Anderson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has previously worked with AXA Advisors, LLC and holds roles with Penn Mutual Life Insurance Company alongside his current position. Anderson is a board member and treasurer of the New England Masters Skiing Foundation, a nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a combination of investment advice, custody, execution, and brokerage services.

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.

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.

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.