Brett Saide is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Financial Partners, LLC and Commonwealth Financial Network since 2016, and previously at IDS Life Insurance Company and American Express Financial Advisors. Outside of his advisory role, he is a long-term co-owner of Liquor Land. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Alex Burns is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023. Outside of his advisory role, he serves as a broker for Justworks, providing workforce administration services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions using both advisor-led discretionary strategies and model-based programs, supported by proprietary platforms and third-party providers.

Gerard Frawley is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Guardian Life and its related entity since 2008. In addition to his advisory role, he is involved in selling long-term care, life insurance, disability insurance, and fixed annuities. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

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 Guardian Life and holds a Series 66 designation. He has 12 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he is involved with ProVisors, a professional community for trusted advisors, and serves as executor of an estate. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party platforms, including a digital advisory solution.

Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

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 at Eagle Strategies (NY Life) with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with New York Life and its affiliated entities since 2017. Hurley owns and operates Fort Independence Financial & Insurance, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

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 financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with Guardian Life and its affiliated entities since 1977. Outside of his advisory role, he serves as treasurer of a family foundation that funds music and Sarasota, FL area activities and is involved with local community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs, third-party platforms, and digital advisory 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.