Robert Furlong is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he is involved with ProVisors, a professional community for trusted advisors, and serves as executor of an estate. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party platforms, including a digital advisory solution.

Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Yu Que Wang is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Citizens Clarfeld Private Wealth, Citizens Securities, Inc., and Citizens Bank. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Timothy Pilczak is a CFP® with 12 years of industry experience, currently serving as an advisor at Mercer Global Advisors since 2025. He previously worked at O’Brien Wealth Partners LLC, where he was employed from 2016 to 2025. Outside of financial advising, Pilczak owns and operates a commercial and charter fishing business in Weymouth, MA. 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’s investment approach focuses on capital preservation and attractive returns through asset allocation, diversification, and due diligence on managers, with client education as a key component of its services.

Michael Hurley is a financial advisor at Eagle Strategies (NY Life) with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with New York Life and its affiliated entities since 2017. Hurley owns and operates Fort Independence Financial & Insurance, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

Thomas Sullivan is a CFP® with 45 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has a longstanding history at Penn Mutual dating back to 1977. In addition to his advisory role, he is involved in life insurance brokerage through Cornerstone Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of year-end 2025.

Michael Mc Gibbon is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Waltham, MA. He has six years of industry experience and has been associated with Bankers Life Securities, Inc. and Bankers Life Insurance Co. since 2013. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and consulting services, primarily focusing on individual clients and retirement plan participants.

Anthony Melo is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 license and two years of industry experience. He previously worked for Keurig Dr Pepper for ten years before transitioning to financial services. Melo operates under the DBA Fairway Group LLC for the purpose of selling New York Life products and services. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Ball is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at Ball Financial Services and Commonwealth Equity Services, Inc. since 1987. Outside of his advisory role, he is a corporator for Avidia Bank and co-owner of private entities involved in commercial real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management services, while offering a range of investment programs including discretionary model portfolios and personalized indexing options.

Jon Gonthier is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Integrated Wealth Concepts LLC and LPL Financial, LLC, positions he has held since 2018. His prior experience includes nearly a decade at State Street Global Markets and State Street Bank and Trust Co. Integrated Wealth Concepts LLC operates as an enterprise firm serving 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, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Alaina Coscia is a financial advisor with Commonwealth Financial Network in Needham, MA. She holds a Series 65 designation and has experience in the financial industry dating back to 2018, including roles at Adviser Investments, LLC and Darrow Wealth Management. Prior to her advisory career, she worked in the healthcare sector at Logix Health. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michelle Hallenbeck is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 11 years of industry experience. She has been with Private Advisor Group and affiliated firms since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm uses a fiduciary-based model combining client goal assessment with portfolio management or manager selection, and employs a variety of investment strategies and technology platforms.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Drew Balestrieri is a financial advisor with Valic Financial Advisors in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at AGIA, AmWINS Group Benefits, Enterprise Rent-A-Car, and Salve Regina University. Outside of financial advising, he is involved in the collectible market as an owner and seller of rare comic books. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology solutions.

Peter Salkins is a CFP® with 25 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2016. His prior experience includes roles at Osaic FA, Inc., Osaic FS, Inc., and 1717 Capital Management Company. 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, and family office services, employing customized portfolios with a primarily long-term investment approach.

Kenneth Davis is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with Guardian Life and its affiliated entities since 1977. Outside of his advisory role, he serves as treasurer of a family foundation that funds music and Sarasota, FL area activities and is involved with local community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs, third-party platforms, and digital advisory solutions.

Austin Flajnik is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Commonwealth, he worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Outside of financial services, he has experience in web design through Coleman Web Design Agency. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, and custody and clearing services.

Cole Samson is a CFP® affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2026, he worked at several firms including The Investment Counsel Company and Heritage Financial Services. Outside of finance, he has a background as a collegiate football player at Bentley University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Peter Tziachris is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Inc., American Tower Corporation, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Margaret Benison is a financial advisor with Commonwealth Financial Network in Shrewsbury, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has operated Benison Financial Services since 1998 and is also affiliated with Commonwealth Equity Services, Inc. She is involved in fixed insurance sales through her DBA, Benison Financial Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and model portfolios, supporting advisors with operations, trading, technology, compliance, and practice management.