Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC based in Boston, MA, holding a Series 65 credential with two years of industry experience. His work history includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time spent as a professional with the Greenville Swamp Rabbits and as a student at Dartmouth College. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services including investment management, financial counseling, and family office support. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide network of affiliated service companies and product relationships.

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.

Hai Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with Eagle Strategies since 2025 and previously with Nylife Securities and New York Life Insurance Company since 2010. Outside of his advisory role, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

John Hays is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and 27 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 15 years and was associated with Greenwood Ventures, LLC. John is based in Waltham, MA. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Andrew Ross is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. Prior to joining Integrated Wealth Concepts in 2016, Ross worked at Lincoln Financial Advisors from 2014 to 2016. 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, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach.

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.

Peter McAvinn is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Eagle Strategies (New York Life) since 2004. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1995. Outside of his advisory role, he is president of The Julie Fund, a non-profit organization, and serves as treasurer for the Research Agencies Group, a LIMRA-based study group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

William O'Neil is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2022, with prior roles at Voya Financial Advisors and Santander Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering tailored financial reviews and investment recommendations using Schwab's asset allocation models and research tools, while leaving final trading decisions to clients.

Daniel Frankel is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously spent seven years with Lincoln Financial Advisors. Frankel is also involved with Ellis Insurance Agency, Inc., where he has been active since 2008. 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, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap options.

Martha Payne is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and LPL Financial since 2016. 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 primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach supplemented by shorter-term trades for rebalancing.

William Vigor is a financial advisor with TIAA-CREF who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans as well as trusts, estates, and small retirement plans. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Tyler Calder is a CFP® with 10 years of industry experience currently advising at Cerity Partners LLC. His prior roles include positions at Wilmington Trust/M&T Bank, TD Bank, and Bernstein Wealth Management. He is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

David Hanafin is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Northern Bank & Trust for 19 years and has been with Infinex Investments, Inc. for 13 years. Outside of advising, he serves as a liaison for property and casualty insurance at several insurance agencies affiliated with his prior banking roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a sizable non-discretionary asset base and distinctive service and distribution models.

Christina De Sario is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has been with Commonwealth since 2017 and previously worked at SimpliSafe, Inc. from 2015 to 2017. 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 provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Edward Silbert is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over three decades at Fidelity Brokerage Services, Inc., as well as roles at Pinnacle Private Wealth, LLC. Outside of his advisory work, he is involved in managing a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research-driven processes.

William Mcmillan is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2006. He is based in Waltham, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Securities Corporation and Bolton Global Capital for 20 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed 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.

Jeffrey Harrington is a CFP® professional based in Waltham, MA, with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years with Argent Wealth Management LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-manager approach that includes affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles to meet client needs.

Alexander Keller is a financial advisor with Corient in Boston, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and previously worked at Surevest Private Wealth, Ameriprise Financial Services, and New York Life Insurance. Keller has been with Corient and related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, employing risk management tools and alternative investments as appropriate.