Richard Poitras is a financial advisor at Guardian Life and Park Avenue Securities with over 57 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2016, he has been associated with both Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, employing advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.

Christopher Hovey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes positions at Commonwealth Financial Network since 2017, Ball Financial Services Company since 2016, Merrill from 2012 to 2016, and Transamerica Financial Advisors in 2010. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Li Li is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. In addition to advising, Li serves as treasurer for the Youth Empowerment Support Foundation, a nonprofit focused on youth leadership training, and teaches language classes at Andover Chinese School. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Brad Champion is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 13 years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to clients’ needs.

Shavar Lazarus is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Liberty Mutual. Prior to his advisory career, he served in the U.S. Army and spent several years at Bunker Hill Community College. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management within a fiduciary framework.

Robert Santamaria is a financial advisor at Beacon Pointe Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and WinterWyman. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to individual and institutional clients, utilizing a combination of asset-allocation modeling and third-party independent managers across both public and private asset classes.

Patrick Healy is a CFP® and Series 63 credentialed advisor with seven years of industry experience. He has been with Carson Wealth and its affiliated entity CWM, LLC since 2019, and previously worked at Northeast Planning Associates, Inc. and LPL Financial. Healy is also an insurance agent, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and offering tailored investment solutions for corporate, institutional, and high-net-worth clients.

Olivia Harrison is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Sensible Financial Planning and Management, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and offers portfolio management alongside performance reporting and plan-level analytics.

Dylan Greene is a CFP® with nine years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with oversight from an Investment Policy Committee, utilizing a range of investment vehicles and research approaches to meet client objectives.

Peter Crinella is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked previously at Northwestern Mutual and Petruzelli Financial Services. Outside of finance, he was involved with the Guildford Flames Hockey Club from 2022 to 2024. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led and model-based strategies, supported by proprietary and third-party platforms.

Neil Flaherty is a CFP® professional with 28 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023. Prior to that, he spent 22 years at TIAA and held roles at Cambridge Investment Research Advisors and The Foundry Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2016, with additional experience at LPL Financial since 2026. Outside of his advisory role, he was involved with Exceptional Estate Sales for three years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

Danya Abrams is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding eight years of industry experience. She previously worked at Horace Mann Investors, Inc. and Horace Mann Companies from 2014 to 2017 and operates Abrams Insurance and Financial Services LLC. In addition to her advisory work, Abrams serves as a color commentator for Boston College men's basketball radio broadcasts. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, and employs both long-term strategies and shorter-term trades for portfolio management.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Eric Ganeles is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Ferris Capital, LLC and FIDELITY Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Andrea Bates is a CFP®-certified financial advisor with 34 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Medford, MA. Her career includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, and she operated Bates Insurance Agency, Inc. for 17 years. She serves as secretary of the Medford Kiwanis Club and co-founded Retirebridge, focusing on retirement income planning strategies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Azadeh Ward is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. 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 over $200 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Margaret Dolan is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, she worked at Financial Planning Solutions, LLC and Rosenblum Silverman Sutton Sf Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and asset-allocation modeling across active and passive strategies.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.