Kerri Wilkes is a CFP® professional with over 20 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at TD Bank N.A., Gregory Telge, and Northwestern Mutual Investment Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Lauren Cosulich is a financial advisor at Corient with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Summit Trail Advisors, LLC, Barclays Capital Inc., and Lehman Brothers Inc. Outside of her advisory role, she serves as secretary for CommunityWalk Inc., a consumer website mapping tool. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Kayleigh Harris is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2022, she held roles at Evofem Biosciences and Rippling, and spent four years in full-time education. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Timothy Schmidt is a financial advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including TD Ameritrade, Wainwright Investment Counsel, and Jantz Management LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based investment approach with globally diversified portfolios and employs a variety of investment vehicles, including low-cost ETFs, index funds, and separate account managers.

Daniel O'Neill III is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and SII. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mark Lapman is a CFA® charterholder with 17 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing pension assets for the Commonwealth of Massachusetts. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Matthew Vidal is a CFP® and CFA® currently with Corient in Boston, MA. He has experience spanning several firms, including FFT Wealth Management LLC and SCS Capital Management LLC, totaling over nine years in the industry. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

John Hellmuth is a CFP® with 43 years of industry experience, currently affiliated with Commonwealth Financial Network and T.A. Holland & Co. He has worked at Cetera Advisor Networks LLC from 2013 to 2021 before joining his current firms. Outside of advisory work, he is co-owner of T.A. Holland & Co. Insurance, LLC, which facilitates property and casualty insurance business, and owns CTL Capital Holdings, LLC, a non-investment related entity. Commonwealth Financial Network is a registered investment adviser that supports a nationwide network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Jason Phillips is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Janney Montgomery Scott for over 16 years, including his current tenure starting in 2026. Janney Montgomery Scott LLC 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Cynthia Goldberg is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and possessing 33 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Founders Financial Securities LLC and Transamerica Financial Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a variety of investment methods and technology platforms, often implementing strategies through third-party managers and managed account solutions.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials with 33 years of industry experience. Her prior experience includes twelve years at JPMorgan Chase Bank and J.P. Morgan Securities. Janney Montgomery Scott LLC 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, including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Michelle Guarino is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, NEIRG Wealth Management, LLC, New England Investment & Retirement Group, Inc., and BNY Mellon. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, external managers, and private funds.

Patrick Considine is a financial advisor at Integrated Wealth Concepts LLC in Newton, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial LLC, BNY Mellon Investment Servicing US Inc., and the Commonwealth of Massachusetts. Integrated Wealth Concepts 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, consulting, and family office services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Martin Scafidi is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has operated his own accounting and tax preparation firm, Martin J. Scafidi P.C., since 1989. He also serves as a board member and director of First Priority Credit Union. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers using fundamental and technical analysis along with modern portfolio theory.

Paul Garozzo is a CFP® professional with one year of experience at Focus Partners Wealth, LLC. He previously worked at Ouellette Wealth Advisory, LLC for three years and BNY Mellon Wealth Management for five years. Garozzo also has a background in academia from his time at Lasell University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm combines active and passive strategies within a long-term, tax- and fee-sensitive investment approach, offering discretionary and non-discretionary management, financial and tax planning, and access to private and registered pooled vehicles.

Ashley Weir is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. She has worked at Breckinridge since 2025 and previously spent nine years at Belle Haven Investments, LP. She holds Series 65 and Series 63 licenses. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment outlooks with fundamental research and rules-based models, emphasizing tax-aware strategies and proprietary portfolio management systems.

Robert Pelland is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPM Chase and Santander Securities, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing strategic and tactical asset allocation combined with investments from both affiliated and third-party sub-managers.

Joseph Ferrara is a financial advisor with GWN Securities Inc. in Winthrop, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with GWN Securities since 2015. Outside of his advisory role, Ferrara serves as chairman of the board for The 11 Foundation, a nonprofit organization. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Robert Trudo is a financial advisor with Valic Financial Advisors in Lawrence, MA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an agent with Agia, focusing on non-securities insurance products. Additionally, he is the owner of The Lake Mush LLC, an inactive entity with no current operations. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and overseeing approximately $26.4 billion in discretionary assets.