Matthew Burnett is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Boston, MA. He has held positions at The Vanguard Group and Charles Schwab & Co., Inc. prior to his current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit of Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Cassidy King is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base including 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 services, and retirement plan advisory, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Derek Heaslip is a financial advisor with TIAA-CREF in Waltham, MA, holding a Series 66 credential and nine years of industry experience. He has been with TIAA-CREF since 2016 and has been associated with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary management using model or customized portfolios.

Andrew Gurski is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Edward Samp is a CFA® charterholder affiliated with Beacon Pointe Advisors, LLC, with 11 years of industry experience. He previously spent nine years with Sensible Financial Planning before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Taylor Orlando is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at LPL Financial, Charles Schwab Bank and Co., The Vanguard Group, and O'Neill and Associates. 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 portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Gary Domoracki is a financial advisor with Oppenheimer in Boston, MA, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He previously worked at Stifel from 2015 to 2020 before joining Oppenheimer in 2020. He has been writing a book titled *Family Office Essentials—How to Prevent Family Wealth Destruction* over the past decade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including portfolio management and financial planning. The firm employs a varied investment approach tailored by program and advisor, combining strategic and tactical asset allocation and manager selection across equity, balanced, and fixed income strategies.

Ryan O’Toole is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at Wealth Planning Resources, LLC, The Country Club, Boston Financial, and B. Riley Financial, among others. He has also worked in education at Bentley University and Waltham Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services, serving both individual and institutional clients.

Lyman Jackson is a CFP® with 21 years of industry experience, currently advising at Beacon Pointe Advisors, LLC. He previously served at Financial Planning Solutions, LLC for 13 years and worked as an insurance producer for 16 years. Jackson is also involved in a non-investment business as the owner of Jackson Properties. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies supported by third-party managers and offers proprietary private funds alongside comprehensive performance reporting and participant education.

Kevin Connors is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and 6 years at Ameriprise Financial Services, LLC. He co-owns Ironsides Operational Support LLC, a legal entity used for practice management, where he assists with management and strategic decisions. 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, consulting, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management with a long-term investment approach.

Matthew Gordon is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies and offers a range of financial and fiduciary services, including portfolio management, tax compliance, and family office support.

Alexandra Rooney is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at GWFS Equities, Inc. for five years before joining her current firm. Outside of her advisory role, she has experience in promotional activities through her work with Dope Promotions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and annual portfolio rebalancing, operating within the framework set by plan sponsors.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio strategies.

Jonathan De Jesus is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Evan Russell is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, having previously worked at Norton Financial Services from 2014 to 2017. 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 support services, including wealth management and retirement plan consulting, while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in energy and transportation sectors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Richard Snelley is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth and its affiliated Axial Financial Group since 2006. In addition to his advisory work, he serves as a trustee for a trust outside of his 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services, and offers a diverse range of investment options.

Giovanna Zaffina is a Series 66 licensed financial advisor with Commonwealth Financial Network, where she has worked since 2006. She has 25 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. 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.

Matthew Condon is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2001. Outside of his advisory roles, he serves as a board member and trustee for a local rugby club, overseeing youth programs and alumni relations. Hornor, Townsend & Kent provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment solutions through a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary assets.