Antonios Giakoumis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm provides tailored investment management through model or customized portfolios and acts as adviser to a donor-advised fund.

Abdullahi Mohamed is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance operations.

Christopher Holton is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC for 11 years and Goldman Sachs Wealth Services for 6 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Lisa Richard is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, she was with New England Wealth Management for sixteen years. 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 about $212.7 billion in client assets. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Robert Burke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Savvi Financial LLC, E*TRADE Capital Management LLC, and StanCorp Equities, Inc. He has been with Commonwealth Financial Network since 2021. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Alesandra Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and BlackRock Investments. She also dedicates a small portion of her time to fixed insurance sales. 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 over $200 billion in client assets, offering a broad range of managed-account programs and advisory support services.

Brian Newbold is a financial advisor with Empower Advisory Group in Reading, MA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Empower Retirement since 2019 and was previously with John Hancock from 2010 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert D'ambrosio is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney since 2002. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Mark Paquin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 65 credential and 12 years of industry experience. He has worked as a CPA and accountant through his own firm, Mark P. Paquin, CPA, PC, since 2014 and with Sherman, Kelley & Assoc. PC since 2016. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a long-term approach, utilizing mutual funds, ETFs, equities, and fixed income, while overseeing third-party managers and custodians.

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.

Pamela Boardway is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 15 years of industry experience. She has worked at Commonwealth since 2018 and previously operated her own CPA firm, Pamela C. Boardway, CPA, PC, where she continues to perform tax and audit duties. Her prior experience includes roles at CETERA Financial Specialists LLC and Gauthier & Boardway, CPAs, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform offering advisory programs, investment management, technology, and practice-management support.

John Bay is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held previous roles at firms including Kaizen Wealth Strategies, Spire Wealth Management, and NewEdge Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Marilyn Sullivan is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having joined both firms in 2022. Her prior experience includes roles at Mountain One Investments Group, Commonwealth Financial Network, and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through proprietary managed portfolios and employs both affiliated and third-party sub-managers.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience. He currently works at Cerity Partners LLC and was previously with Daintree Advisors LLC. Evan serves as a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, Inc., reviewing candidates for the cooperative’s Board of Directors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Dempsey is a CFP® professional with 17 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He previously worked for The Financial Advisors, LLC for 18 years and is involved as treasurer of the Andover Trails Committee, a nonprofit focused on land and river trail conservation. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines active and passive investment strategies with due diligence on third-party managers and maintains proprietary private funds alongside interval fund advisory roles.

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.

Stephen Kolano is a CFA® charterholder with four years of industry experience. He is currently with Integrated Wealth Concepts LLC, having previously worked at BNY Mellon for 20 years. Integrated Wealth Concepts LLC 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, family office, and retirement advisory services, employing customized portfolios and a combination of internal and third-party management.

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.

Lloyd Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Kelly Financial Services and Santander Securities, as well as experience in behavioral health services. Outside of his advisory work, he performs psychiatric evaluations for individuals experiencing mental health crises. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

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.