Olivia Harrison is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Sensible Financial Planning And Management, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach supported by proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Dylan Greene is a CFP® with eight years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his role at Sequoia, he is also a Client Relationship Manager and Financial Planner at Affinia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Peter Crinella is a financial advisor with Guardian Life in Northborough, MA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Robert Roy. Outside of finance, he was involved with the Guildford Flames Hockey Club for two years. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual, corporate, and institutional clients with brokerage, financial planning, and retirement consulting services, offering a range of advisory programs that include both proprietary and third-party investment strategies.

Neil Flaherty is a CFP® with 28 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at Cambridge Investment Research Advisors, The Foundry Financial Group, and TIAA-CREF. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth in various capacities since 2016. Outside of his advisory role, he was involved with Exceptional Estate Sales from 2017 to 2020. 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 $213 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Danya Abrams is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. Prior to joining the firm, Abrams worked at Horace Mann Investors, Inc. and Horace Mann Companies for three years. In addition to advisory work, Abrams provides radio color commentary for Boston College's men's basketball team. Integrated Wealth Concepts serves a diverse client base, including individuals, 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 a primarily long-term investment approach combined with oversight of third-party managers.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Fabrice Montissol is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2021 and has experience in education with Boston Public Schools and Davis Leadership Academy. Eagle Strategies serves a diverse client base, including individual and institutional investors, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Ganeles is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Ferris Capital, LLC and FIDELITY Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Andrea Bates is a CFP® professional with 33 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2020. Her prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as operating the Bates Insurance Agency, Inc. She is active in her community as the secretary of the Medford Kiwanis Club and co-manages Retirebridge, a retirement income planning venture. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a combination of model portfolios, manager-driven strategies, and both discretionary and non-discretionary investment programs, supported by an extensive affiliate ecosystem and broker-dealer platform.

Azadeh Ward is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 license and nine years of industry experience. Her prior work includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice-management services while offering a range of discretionary model portfolios and customized investment solutions.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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 range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Margaret Dolan is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, she worked at Financial Planning Solutions, LLC and Rosenblum Silverman Sutton Sf Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and asset-allocation modeling across active and passive strategies.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Eric Carey is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. 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, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Mark Driscoll is a financial advisor with Focus Advisor Solutions, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fidelity Brokerage Services and Envestnet, Inc. Outside of his advisory work, he is a sports official, refereeing youth, high school, and college sports. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Anna Liu is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also works with Transamerica Retirement Solutions and World Financial Group. Liu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Hirokazu Onuma is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the ChFC® and Series 63 designations and has 15 years of industry experience. Prior to his current role, he was an educator at the Japanese Language School of Greater Boston, a nonprofit that serves the local Japanese community. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Nicholas Botelho is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 5 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance infrastructure.

Stephen Faberman is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including 14 years at Lincoln Financial Advisors Corp and 9 years with Integrated Wealth Concepts and LPL Financial. Outside of his advisory roles, he is a partner in a golf-related business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, individual equities, and fixed income.