Michael Keblin is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential. He has worked at Integrated Wealth Concepts since 2026 and previously spent 20 years with the City of Newton. Integrated Wealth Concepts 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, family office services, and retirement plan advisory, utilizing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Derek Heaslip is a financial advisor with TIAA-CREF in Waltham, MA, holding a Series 66 credential and nine years of industry experience. He has been with TIAA-CREF since 2016 and has been associated with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary management using model or customized portfolios.

Justin Kumph is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Summit Financial Group Inc. Outside of advisory work, he is president of Kumph Capital LLC and serves as a presenter for retirement seminars through Passport to Retirement. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes centralized due diligence, technology tools, and multiple program structures to support advisor and client needs.

Oliver Scholle III is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Prior to joining Commonwealth, he served in the U.S. Navy from 2013 to 2021 and worked at Harvest Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

Edward Samp is a CFA® charterholder affiliated with Beacon Pointe Advisors, LLC, with 11 years of industry experience. He previously spent nine years with Sensible Financial Planning before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Taylor Orlando is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at LPL Financial, Charles Schwab Bank and Co., The Vanguard Group, and O'Neill and Associates. 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 offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Michael Santo is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Empower Retirement since 2015. Santo joined Empower Advisory Group in 2025. Empower Advisory Group primarily provides financial planning and investment management services to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated financial planning and managed account solutions connected to Empower’s recordkeeping and administrative platforms.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

Ryan O’Toole is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at Wealth Planning Resources, LLC, The Country Club, Boston Financial, and B. Riley Financial, among others. He has also worked in education at Bentley University and Waltham Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services, serving both individual and institutional clients.

Lyman Jackson is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously was with Financial Planning Solutions, LLC for 13 years. Outside of advising, he is involved in a non-investment business as the owner of Jackson Properties. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and retirement-plan services to individual, corporate, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Eric Rosenberg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked at G.W. & Wade, LLC and G. W. & Wade Asset Management Company, Inc. Prior to joining Focus Partners, he spent 28 years with these firms before moving to The Colony Group in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds.

Evan Russell is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, having previously worked at Norton Financial Services from 2014 to 2017. 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 support services, including wealth management and retirement plan consulting, while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Kevin Garland is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2009. Garland is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide client base. The firm provides a comprehensive support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Giovanna Zaffina is a Series 66 licensed financial advisor with Commonwealth Financial Network, where she has worked since 2006. She has 25 years of industry experience. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Merrill and multiple affiliates of Capital Group, where he has worked continuously since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Kevyn Mosele is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Salem Five Bank, and Citizens Bank. Outside of his advisory work, Mosele has engaged in insurance brokering activities with outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm emphasizes tailored recommendations through multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and previously with Fidelity from 2007 to 2013. Manis is involved with several investment-related activities, including operating under Blackstone Wealth Management and Blackstone Valley Wealth Management as part of his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that combines client goals with a range of investment strategies and third-party managers, supported by proprietary and external technology platforms.

Ellen Duffy is a CFP® professional affiliated with Private Advisor Group, LLC, with 13 years of industry experience. She has worked with Michael A. Schreiber & Associates since 2013 and has been associated with both Private Advisor Group and Parkway Wealth Management LLC since 2020. Duffy serves on the Parkway YMCA Board of Directors, a nonprofit focused on community health and well-being. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Adelaide Magee is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and previously at O'Brien Wealth Partners LLC and Merrill Lynch. Before entering the financial industry, she spent several years in full-time education. 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 emphasizes capital preservation and diversification in its investment approach, utilizing mutual funds, ETFs, and occasionally interval funds and ESG-focused strategies.