Brendon Sailer is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Amazon. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm combines in-house and external strategists with technology-enabled tools to offer predominantly non-discretionary investment management through a large network of advisors.

Lauren Kuzmak Herrmann is a financial advisor at Guardian Life with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Fidelity Brokerage Services, Coldwell Banker Residential Brokerage, and State Street Global Markets, among other firms. Outside of finance, she was involved with Turbo CrossFIT for five years. Guardian Life’s Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Douglas Reiss is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities, LLC since 2021. Outside of advisory services, he is the owner of Reiss Capital LLC, a business established for a general agency contract. 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 client needs.

Scott Ford is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked at BNY Mellon Securities Corporation, Bank of America, Merrill, and Citigroup. Ford is based in Boston, MA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution services, catering to a broad range of client needs.

Kevin Schneider is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Guardian Life Insurance Company and its affiliates since 2013. Outside of his advisory work, Schneider participates in the Bulfinch Group Charitable Foundation and serves on the Finance and Business Development Committee of Doc Wayne Youth Services, Inc. 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 variety of planning and consulting services tailored to client needs.

Ashley Woods is a financial advisor at Farther with 18 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory–based approach with proprietary model portfolios and algorithmic rebalancing, utilizing a range of investment vehicles including ETFs, mutual funds, and individual securities.

Gracio Garcia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes long-term roles at Park Avenue Securities, Guardian Life Insurance Company, and involvement with the Gentle Giant Rowing Club. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary management and model-based strategies supported by proprietary programs and third-party platforms, with access to a range of insurance products and alternative investments.

Jeremy Jenkins is a financial advisor at Breckinridge Capital Advisors Inc. based in Boston, MA, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked at Breckinridge since 2011 and has been affiliated with Suffolk University since 2005. 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, and mutual funds. The firm offers a range of fixed income and equity strategies and employs a combined top-down and bottom-up investment process supported by proprietary technology and a team-based portfolio management approach.

Mark Derby is a financial advisor with Focus Partners Wealth, LLC and holds 23 years of industry experience. He previously worked at The Colony Group, LLC for five years and ran Derby And Company Inc. for 32 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Joseph Beauchaine is a CFP® professional with 4 years of industry experience based in Boston, MA. He has been with CIBC Private Wealth Advisors, Inc. since 2004, totaling 22 years at the firm. Outside of his advisory role, he serves as a trustee for the Harriet K Choi 1998 Trust on a non-compensated basis. 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 combines an internal investment team and governance committees to deliver customized portfolio management solutions and offers services ranging from financial planning to coordinated Family Office support.

Alexi Sacco is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at SPIRE Securities, LLC, Spire Investment Partners, LLC, Oppenheimer, and UBS Financial Services. Outside of finance, Alexi performs as a musician at various venues in the greater Washington, DC area. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Thomas Weiss is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to joining Rockefeller, he worked at Cambridge Associates for three years. 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 offers portfolio management, financial planning, and consulting, along with brokerage and placement services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Andrew Kingston is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. His prior work includes roles at Park Avenue Securities, The Bulfinch Group, Ustocktrade Securities, John Hancock, and Fidelity Brokerage Services LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Michael Wilson is a financial advisor at Transamerica Retirement Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and Citizens Securities Inc. prior to his current roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed investment programs and educational services. The firm utilizes proprietary software and model asset allocations developed by Morningstar Investment Management to provide personalized retirement guidance and portfolio oversight.

Albert Smith Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at Infinex Investments, South Shore Bank, and Santander Securities, among others. Smith has worked with OSAIC Institutions, Inc. since 2001. 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 provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Ronald Halterman is a CFP® professional with 19 years of industry experience, currently affiliated with Private Advisor Group, LLC. He also owns Northward Financial Group, through which he operates a separate financial services practice. His prior experience includes over a decade at Weston Securities Corporation. 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 offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jason Rollins is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities and The Bulfinch Group. Outside of his advisory role, he has experience with Boston Sports Card Exchange, LLC. Park Avenue Securities LLC, a subsidiary of 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 both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Andrew Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at GWFS Equities, Keller Williams, Redfin Real Estate, Compass Real Estate, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions.

Brian Gazard is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and Northwestern Mutual, among others. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, using a combination of in-house and external strategies supported by technology-enabled tools.