Dequan Tian is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and concurrently serves as an independent contractor assisting clients with health insurance applications. Tian also has prior experience with World Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a variety of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® and Series 65 designations. Prior to joining Focus Partners Wealth in 2024, she worked at The Colony Group, LLC and GW & Wade, LLC, and earlier was employed by Deloitte & Touche, LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services, integrated reporting, and access to affiliated service companies beyond standard investment platforms.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer in 2023, she worked at Bloomingdale's for eight years and was involved in a pet concierge business. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles, acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors Corp and has operated his own CPA affiliate program through Peter McMahon, P.C. since 2002. 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 sponsors wrap-fee programs, utilizing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Rex Berger is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, The Colony Group, and Claro Advisors. Integrated Wealth Concepts 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 and other advisory services, employing customized portfolios with a primarily long-term approach and a range of model and wrap fee options.

Brian Dudley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of advisory work, he is a public notary and owns a separate business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. 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 with a focus on customized portfolios and a primarily long-term investment approach.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Kimberly Miles is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She previously worked at Cambridge Associates LLC for 14 years and Rockefeller Capital Management for four years. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Jack Patalano is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in community activities including a local campaign for city council and service at Lifespan (Newport Hospital). Jack also has experience in the restaurant industry through his work with Sardellas Italian Restaurant. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary relationships and multiple program structures.

Nicholas Forgione is a CFP® professional with two years of industry experience, currently an advisor at Allworth Financial, L.P. He has previously worked at Sachetta, LLC, CA Brandt, and Fidelity Investments, among other firms. Outside of finance, he has experience in the fitness industry and has held a position at Framingham State University. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Jeffrey Ryan is a financial advisor with Commonwealth Financial Network based in Danvers, MA. He holds the Series 63 designation and has one year of industry experience. His prior roles include positions at Beacon Benefits Advisor and several third-party administrator firms. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and support services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. 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, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.