Alex Burns is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023. Outside of advisory work, he is also involved as a broker with Justworks, providing payroll and HR-related services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.

Gerard Frawley is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life Insurance Co Of America since 2008. Outside of advisory services, he is involved in the sale of long-term care, life insurance, disability insurance, and fixed annuities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and various investment advisory programs. The firm offers both discretionary and non-discretionary advisory solutions and integrates proprietary and third-party model portfolios.

Wei Lu is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he worked for Zebra Technological Corporation for 12 years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Robert Furlong is a financial advisor with Primerica Advisors in Needham, MA, holding a Series 66 designation and 11 years of industry experience. He has been associated with Park Avenue Securities since 2013 and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he participates in ProVisors, a professional community focused on collaboration and relationship building among trusted advisors. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management across various asset types.

Yu Que Wang is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Clarfeld Private Wealth, Citizens Securities, Inc., and Citizens Bank prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through a range of managed account programs.

Timothy Pilczak is a CFP® with 12 years of industry experience, currently serving as an advisor at Mercer Global Advisors since 2025. He previously worked at O’Brien Wealth Partners LLC, where he was employed from 2016 to 2025. Outside of financial advising, Pilczak owns and operates a commercial and charter fishing business in Weymouth, MA. O’Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm’s investment approach focuses on capital preservation and attractive returns through asset allocation, diversification, and due diligence on managers, with client education as a key component of its services.

Michael Hurley is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Hurley operates Fort Independence Financial & Insurance, where he brokers non-registered insurance products and sells New York Life products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gibbon is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Waltham, MA. He has six years of industry experience and has been associated with Bankers Life Securities, Inc. and Bankers Life Insurance Co. since 2013. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and consulting services, primarily focusing on individual clients and retirement plan participants.

Anthony Melo is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 license and two years of industry experience. He previously worked for Keurig Dr Pepper for ten years before transitioning to financial services. Melo operates under the DBA Fairway Group LLC for the purpose of selling New York Life products and services. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Ball is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at Ball Financial Services and Commonwealth Equity Services, Inc. since 1987. Outside of his advisory role, he is a corporator for Avidia Bank and co-owner of private entities involved in commercial real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management services, while offering a range of investment programs including discretionary model portfolios and personalized indexing options.

Jon Gonthier is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Integrated Wealth Concepts LLC and LPL Financial, LLC, positions he has held since 2018. His prior experience includes nearly a decade at State Street Global Markets and State Street Bank and Trust Co. Integrated Wealth Concepts LLC operates as an enterprise firm serving 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 family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Alaina Coscia is a financial advisor with Commonwealth Financial Network in Needham, MA. She holds a Series 65 designation and has experience in the financial industry dating back to 2018, including roles at Adviser Investments, LLC and Darrow Wealth Management. Prior to her advisory career, she worked in the healthcare sector at Logix Health. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michelle Hallenbeck is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 11 years of industry experience. She has been with Private Advisor Group and affiliated firms since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm uses a fiduciary-based model combining client goal assessment with portfolio management or manager selection, and employs a variety of investment strategies and technology platforms.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Peter Salkins is a CFP® with 25 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. His prior experience includes roles at Osaic FA, Inc., Osaic FS, Inc., and 1717 Capital Management Company. 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 customized portfolios with a primarily long-term investment approach.

Kenneth Davis is a ChFC® credentialed financial advisor with 45 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1977. Outside of his advisory role, he serves as treasurer of the Harold & Evelyn R. Davis Memorial Foundation, which funds activities related to music and the Sarasota, Florida area, and participates in community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services with a range of proprietary and third-party investment programs, combining model portfolios, alternative investments, and account-level lending solutions.

Austin Flajnik is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Coleman Web Design Agency and Interact Analysis, along with experience at several financial firms such as Purshe Kaplan Sterling Investments and Thrivent Advisor Network. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Cole Samson is a CFP® affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2026, he worked at several firms including The Investment Counsel Company and Heritage Financial Services. Outside of finance, he has a background as a collegiate football player at Bentley University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Peter Tziachris is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Inc., American Tower Corporation, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Margaret Benison is a financial advisor with Commonwealth Financial Network in Shrewsbury, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has operated Benison Financial Services since 1998 and is also affiliated with Commonwealth Equity Services, Inc. She is involved in fixed insurance sales through her DBA, Benison Financial Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and model portfolios, supporting advisors with operations, trading, technology, compliance, and practice management.