Harold Lico is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Edward Jones Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset allocation models and internal research tools.

Alyssa Zimmerman is a financial advisor at Empower Advisory Group in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes roles at Empower Financial Services and Zim Consulting. She also has experience at Case Western Reserve University Career Center and The Blue Bench. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base across its enterprise structure.

Emily Mills is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. Her prior roles include seven years at Eaton Vance Distributors, Inc. and Eaton Vance Management, as well as four years at the University of New Hampshire. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a focus on tailored investment profiles, asset allocation, and access to alternative and private market solutions.

John Pagliuca is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at TIAA-CREF since 2025, following prior roles at TIAA and Boston Advisors, LLC. Pagliuca serves on the boards and finance committees of several nonprofit assisted living and nursing care facilities operated by the Carmelite Sisters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers model and customized portfolio management within a fiduciary framework while also advising a donor-advised fund sponsored by Charityvest.

Robert Markus Jr. is a financial advisor at Cerity Partners LLC in Boston, MA, with one year of industry experience. He holds a Series 65 designation and joined Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners serves a broad range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, with access to alternative and private market solutions for qualified clients.

Blake Stuart is a CFA® charterholder with over four years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has a prior work history at North American Management Corp spanning 13 years. Outside of his advisory role, Stuart serves as president and board member of North American Legacy Corp, a nonprofit organization. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Jeffrey La Cross is a CFP® and PFS™ with 11 years of industry experience. He is associated with Integrated Wealth Concepts LLC and has operated LaCross Financial Advisors since 2016. In addition to his advisory role, he works as a tax manager providing accounting, tax, and consulting services through LaCross Financial Advisors. Integrated Wealth Concepts LLC 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, primarily long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income.

Anne Kelly is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Putnam Investments Putnam Retail Management for 32 years and has held roles at Empower Retirement and First Republic. 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’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

David Beatty is a CFP® professional affiliated with Cerity Partners LLC, based in Boston, MA, with 29 years of industry experience. His prior roles include positions at First Trust Direct Indexing LP, Entwood Holdings LLC, Veriti Management LLC, Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Cerity Partners advises a diverse clientele, including high-net-worth individuals, families, trusts, foundations, endowments, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Stewart Staunton is a financial advisor at Rockefeller Financial LLC based in Boston, MA, holding a Series 66 designation with seven years of industry experience. He has worked within various entities of the Rockefeller organization since 2021 and previously held roles at Wells Fargo Clearing and Randstad Professionals. 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 a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Rocco is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding the ChFC® designation and Series 63 license. He has 14 years of industry experience and has worked with New York Life and its affiliated entities since 2012. In addition to his advisory role, he is engaged as a shareholder in NYLARC Holding Company Inc. and operates under the DBA Rocco Insurance and Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis, primarily within an integrated New York Life affiliate structure.

Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, 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 under an enhanced open architecture framework.

Jeffrey Covitz is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 65 and Series 63 credentials with eight years of industry experience. His prior roles include positions at Epg Incorporated and Stoneham Bank before joining Janney Montgomery Scott, where he has worked since 2020. Janney Montgomery Scott LLC is a large 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs with both in-house and third-party portfolio management.

Kevin Sanchez is a financial advisor at Allworth Financial, L.P. in Lynnfield, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Sachetta, LLC, Keenan Financial, and several other organizations. Sanchez has also worked in various capacities outside finance, including at Wesleyan University and in retail and service industries. Allworth Financial serves a broad client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, employing a blend of quantitative and qualitative analysis to deliver customized investment strategies.

Kimberly Flynn is a CFP® with 25 years of experience in the financial services industry. She is currently with Cerity Partners LLC and has held prior roles at firms including Carson Wealth, Prudential Insurance Company of America, and LPL Financial. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm focuses on customized wealth management solutions that combine proprietary investment processes with access to alternative and private market options for qualified clients.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior experience includes time as a college student and a year of unemployment before joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside a variety of investment vehicles.

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted at her branch location. 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 $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Jonathan Stuart is a CFP® professional with 17 years of experience in financial advisory roles. He is currently with Schwab Wealth Advisory, where he has worked since 2021, and previously held positions at Northwestern Mutual Investment Services and Windhaven Investment Management. Outside of his advisory career, he serves on the Board of Trustees for Worcester Academy, contributing to the school's strategic direction. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach involves tailored asset allocation and investment selection based on internal research tools, with client approval required for all trades.