Sarah Newell is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Hingham, MA. She is co-owner of Longtide Financial Partners, a private entity engaged in securities, advisory, and insurance business. Her career includes multiple tenures at Commonwealth Financial Network and Samuel Financial LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized indexing options, and various managed account solutions while supporting advisors with operations, compliance, and technology services.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Alexander Martin is a CFP® professional with four years of industry experience, currently serving at Corient in Boston, MA. He previously worked at Eaton Vance WaterOak Advisors from 2008 to 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions, continuous portfolio monitoring, and risk management tools to align investments with client objectives.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, a private entity involved in securities, advisory, and insurance business. 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 back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Thomas Anderson is a CFA® charterholder and Series 63 registered advisor with 11 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2023. Prior to that, he spent nine years at SVB Wealth LLC (formerly Boston Private Wealth LLC). CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves customized portfolio management supported by an internal investment team, multiple governance committees, and a combination of proprietary and external strategies, including options hedges and structured notes.

Kathleen Kuhn is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Wesley Pratt is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at Fidelity Investments. Voya Financial Advisors, Inc. is a large enterprise that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services, combining in-house and third-party strategies with technology-enabled tools, and operates with both advisory and broker-dealer capacities.

Bernard Sandford is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Coburn & Meredith Inc for nine years and has been with Integrated Wealth Concepts and LPL Financial since 2021. 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, consulting, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Eagle Strategies, he held positions at NYSecurities LLC, New York Life Insurance Company, Global Carbon Consulting, XP Asset Management, and Manulife Investment Management. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Bouvier is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott LLC. His background also includes roles in education and communications. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Christopher Seear is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and six years of industry experience. His career includes multiple roles within TD Bank and related entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. 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 that blends active and passive strategies through an enhanced open architecture framework.

Keith Mayer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has previously worked at Santander Securities, Santander Bank, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through proprietary and third-party financial planning methodologies.

Cole Di Rico is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has one year of industry experience, previously working at Merrill and several other firms. Outside of financial advising, he has worked in the hospitality industry performing hosting, serving, and bartending roles. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, managed account programs, and retirement-plan advisory services through a network of advisers using a combination of in-house and third-party strategists and technology-enabled tools.

Abigail Ingalls is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Breckinridge since 2015. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a range of fixed income and equity strategies supported by a combination of top-down macro outlooks and bottom-up fundamental research, with a distinctive operational structure as a certified B Corp and Massachusetts Benefit Corporation.

William Speciale is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Daintree Advisors LLC and Calibre Advisory Services Inc. He serves on the board of the Public Life Foundation of Owensboro, where he leads the Investment and Personnel committees. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Jonathan Howard is a CFP® professional currently with Corient in Boston, MA. He has 19 years of industry experience, primarily from his previous role at BNY Mellon before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, incorporating risk management tools and alternative investments where appropriate.

Matthew Gallagher is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Fidelity Investments and Universal Finance Corp. Outside of finance, he has worked in educational settings including Stoneham Public Schools and Bentley University. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a model-driven, policy-based investment approach combining in-house and external strategists and technology tools, and it operates both as a registered investment adviser and a broker-dealer.

Gary Mc Govern Jr. is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at Equinox Fitness for eight years. Outside of his advisory role, he is a member of the Boston Athletic Association running club. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of advisory and brokerage services supported by centralized portfolio management and in-house custody capabilities.