Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors and First Republic Bank. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering comprehensive wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, incorporating alternative investments and overlay strategies.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and over 22 years of industry experience. She has worked with New York Life and its affiliated entities since 2003 and operates JW Insurance & Financial Services, brokering group benefits and fixed insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with most assets managed on a non-discretionary basis.

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Cody Twombley is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Integrated Wealth Concepts and LPL Financial LLC, as well as positions at Babson College and the University System of New Hampshire. 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, family office and retirement plan advisory services, utilizing customized portfolios and a primarily long-term investment approach.

David Maher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Martone Financial Group since 2006. Outside of his advisory role, he is employed in property management for a family-owned business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including customized portfolios and third-party asset manager access, while providing operational and compliance support to affiliated advisors.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.

Jack Finch is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial, John Hancock, and Titan Roofing. Finch spent four years associated with Creighton University during his early career. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and affiliated entities in accounting, legal, and trust services.

Thuy Berman is a Series 66-registered financial advisor with Commonwealth Financial Network in Waltham, MA, where she has worked since 2003, totaling 23 years with the firm and 16 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Leona Barber is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at MML Investors Services and Fidelity Brokerage Services LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, and compliance support to affiliated advisors.

Jason Hastings is a CFP® and Series 65 licensed advisor with Hightower Advisors, based in Lexington, MA. He has 12 years of industry experience, including nine years at Lexington Wealth Management and seven years with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

Michel Scheinmann is a ChFC® credentialed advisor with over 23 years of industry experience. He has been with Primerica Advisors since 2016 and also maintains a role with Guardian Life. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, with a variety of proprietary and third-party investment programs.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Valis serves as a chapter president for Business Networking International and has delivered educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Alexander Figueiredo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions in the restaurant and hospitality sector. Outside of advising, he has worked as a bartender at Cassarino's Restaurant in Providence, RI. 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 roughly $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Janet Friedman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. Her prior experience includes roles at Financial Planning Solutions, LLC, Abaris Financial Group LLC, and CWM, LLC. She serves on investment committees and trusteeships for several community organizations, including West Concord Union Church and the Town of Concord, MA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on allocating across third-party independent managers using a proprietary “Focus List” and employs a formal manager due-diligence process alongside quantitative and qualitative performance monitoring.

George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Christopher Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding CFP® and Series 63 credentials and possessing 37 years of industry experience. He has worked with Eagle Strategies since 2000 and also serves as a financial planning partner at Atlantic Planning Group, LLC. His other activities include managing a family trust and investing in cryptocurrency. Eagle Strategies serves a diverse clientele, including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a large proportion of assets managed on a non-discretionary basis.

Kenneth Knopf is a CFP® professional with 28 years of industry experience, currently serving at Valic Financial Advisors since 2009. He also holds an agent position at Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm employs Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.