Aimee Polley is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Sensible Financial Planning and Management, LLC and Journey Wealth Partners. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Janice Mc Garry is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial serves a diverse client base, offering financial and wealth planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to manage customized investment strategies across various asset classes and provides education through newsletters, podcasts, and seminars.

Christopher Holcombe is a CFP® professional with 12 years of industry experience. He is currently with Brown Advisory in Boston, MA, and previously worked at Highmount Capital from 2013 to 2017. Brown Advisory manages approximately $124.3 billion for a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and offers a range of discretionary portfolio management and advisory services.

Amy Scarborough is a financial advisor at TIAA‑CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA‑CREF since 2012. Outside of her advisory role, she is involved in real estate appraisal activities, assisting with home inspections, photography, and report preparation. 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 connected through TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management, offering both model and customized portfolios.

Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Paul Mckenna IV is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Boston, MA. He holds the CFP® designation and has 20 years of industry experience, including prior roles at Franklin Distributors LLC, ClearBridge Investments LLC, and Legg Mason & Co LLC. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs within model portfolios.

Leo Pandolfi is a financial advisor at Cerity Partners LLC based in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2025, he was self-employed and has held roles at the Fulbright Association and Boston College. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Brandon Garneau is a financial advisor at Beacon Pointe Advisors, LLC with a Series 66 credential and three years of industry experience. His prior roles include positions at Sensible Financial Planning And Management, LLC and Columbia Threadneedle Investments. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of active and passive strategies and utilizes a proprietary manager selection process alongside third-party managers to implement investment solutions.

Griffin Knowlton is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Inc. for 12 years before joining Rockefeller Financial in 2021. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside its investment management capabilities.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Kyle Anderson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has previously worked with AXA Advisors, LLC and holds roles with Penn Mutual Life Insurance Company alongside his current position. Anderson is a board member and treasurer of the New England Masters Skiing Foundation, a nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a combination of investment advice, custody, execution, and brokerage services.

Renata Schindler is a financial advisor with OSAIC Institutions, INC. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Her prior work includes roles at Watertown Savings Bank, Infinex Investments, Inc., Envision Bank, and Citizens Bank. Additionally, she serves as a public notary for Watertown Savings Bank clients. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure, including discretionary and non-discretionary options, and provides access to alternative investments and lending solutions.

Laura Mchugo is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The AYCO Company, L.P./Mercer Allied and John Hancock. 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 and portfolio management supported by integrated teams and proprietary analytical tools, leveraging the broader Goldman Sachs network to provide access to specialized wealth programs and alternative investments.

Kurt Schaefer is a financial advisor at TD Private Client Wealth LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Horace Mann Investors, Mass Mutual Investors Services, Metlife Securities, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody services through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Jed Kelly is a financial advisor with Oppenheimer in Boston, MA, holding a Series 63 designation and 15 years of industry experience. He has been with Oppenheimer since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Willie Ramirez is a financial advisor with Empower Advisory Group in Lawrence, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Gwfs Equities, Inc. since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Cigdem Sonmez is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has been with TIAA and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm combines point-in-time planning with ongoing discretionary portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Bruce Burgess is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JP Morgan Chase, Charles Schwab, and Beacon Pointe Advisors. In addition to his advisory role, he is an insurance agent involved in the sale of life and health insurance products. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, employing model portfolios overseen by an Investment Committee and offering tailored solutions including alternative investments and third-party sub-advisors.