Tyler Calder is a CFP® with 10 years of industry experience, currently with Cerity Partners LLC in Boston, MA. He previously worked at Wilmington Trust / M&T Bank and TD Bank. Cerity Partners advises a diverse range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and direct security selection, and provides access to alternative and private market solutions for qualified clients.

David Hanafin is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Northern Bank & Trust for 19 years followed by over a decade at Infinex Investments, Inc. Hanafin is also involved in insurance-related activities, serving as a liaison for various insurance agencies connected to banking services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model that combines firm supervision with delegated account management.

Christina De Sario is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has been with Commonwealth since 2017 and previously worked at SimpliSafe, Inc. from 2015 to 2017. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stacy Putnam is a financial advisor at TD Private Client Wealth LLC in Boston, MA, with 13 years of industry experience. She holds the Series 66 designation and has been with TD Bank and TD Private Client Wealth since 2012. Outside of her advisory role, she manages a seasonal Airbnb rental property with her husband. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party managers.

Edward Silbert is a CFP® professional with 43 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Pinnacle Private Wealth, LLC and Fidelity Brokerage Services, Inc. Outside of advising, he manages a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting through a large advisor network and a range of program options that combine passive and active investment strategies.

William Mcmillan is a CFA® charterholder with 12 years of industry experience. He has been with Commonwealth Financial Network since 2006. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Karen Weinhold is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Andover, MA, with 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and has held roles at TD Bank, N.A. since 2005, totaling 18 years at the firm. 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 clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bolton Securities Corporation, Bolton Global Capital, and Wells Fargo Advisors. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management with both advisor- and firm-managed strategies, and access to third-party managers, supported by an in-house Investment Management & Research team.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Simon Heslop is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. for 11 years and earlier at Greystone Financial Advisors. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and educational programs, implementing customized investment strategies that combine quantitative and qualitative analysis.

Jeffrey Harrington is a CFP® professional based in Waltham, MA, with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years with Argent Wealth Management LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-manager approach that includes affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles to meet client needs.

Alexander Keller is a financial advisor with Corient in Boston, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and previously worked at Surevest Private Wealth, Ameriprise Financial Services, and New York Life Insurance. Keller has been with Corient and related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Marco Larocque is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked for nine years at Desjardins Global Asset Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides proprietary model portfolios and access to private funds through specialized programs.

Heather Martin is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Marybeth Breed is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 12 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options.

Caitlin Cullerton is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds a Series 66 designation and has been affiliated with New York Life Insurance Company and its related entities since 2012. Outside of her advisory role, she volunteers teaching gospel at Blessed Trinity Church in Massachusetts. Eagle Strategies serves individual and institutional clients through a broad network of investment adviser representatives, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Erin Widell is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network since 2011. She also has a longstanding association with Axial Financial Group, where she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform of operations, technology, and investment management.

Michael Abdalla III is a financial advisor with Janney Montgomery Scott in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James & Associates and Wheeler & Taylor Insurance. Outside of finance, he has experience in the hospitality industry, including work at Lucky’s Ice Cream & Grill and Michaels Restaurant. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Michael Edwards is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor with Hightower Advisors and previously worked at Municrest Investment Management Company, LLC and Boston Hill Advisors, Inc. Outside of his advisory role, he serves as an editor for the New Hampshire sections of an internet-based magazine focused on outdoor sports. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a manager selection and multi-manager approach that includes both affiliated and third-party managers across various investment vehicles.

Christopher Indrisano is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.