Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Ezekiel Waisel is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at SHP Wealth Management, John Hancock, and Prudential. Outside of advisory work, he is involved in event networking through Schmooze N Booze and serves as CFO-owner of a vending machine business, BEZ Unlimited, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combined passive and active investment approach guided by an internal Investment Committee and supported by quantitative and fundamental research.

Marc Charette is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His career includes roles at Charles Schwab & Co. Inc., PFSI Investments Inc., and Primerica Financial Services. Outside of finance, he works as a weekend shift supervisor at Young Pharmaceuticals and is involved in a music consulting business as a drummer. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers in its portfolio construction and offers services including ongoing portfolio management, financial planning, and custody through third-party custodians.

Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for 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 in its financial planning approach.

Andrea Bates is a CFP®-certified financial advisor with 34 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Medford, MA. Her career includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, and she operated Bates Insurance Agency, Inc. for 17 years. She serves as secretary of the Medford Kiwanis Club and co-founded Retirebridge, focusing on retirement income planning strategies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

William Hall is a financial advisor with Money Concepts Capital Corp in Peabody, MA, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of experience with Money Concepts Capital Corp and over 40 years at R. A. Hall Co., a CPA firm. Outside of his advisory role, he serves as an officer and director of the charity BigEd.Org and is involved in consulting through Hall Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Christopher Twomey is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2007. Twomey serves as co-trustee on several family trusts and is a corporator for Winchester Savings Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

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.

Muhammed Kaleel is a financial advisor at Farther with over 55 years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at Lincoln Financial Securities Corporation, OSAIC, and has owned Kaleel Investment Advisors, LLC and The Kaleel Company, Inc. Outside of advisory work, he serves as president of The Kaleel Company Insurance Agency, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equity, fixed income, and independent managers.

Nicholas Gaskell is a CFA® charterholder with six years of industry experience, currently serving at Corient in Boston, MA. His work history includes roles at Eaton Vance WaterOak Advisors and Crestwood Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party managers and customized asset allocation.

Guthrie Cook is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Cetera Investment Advisors LLC, Northwestern Mutual Investment Services LLC, and New York Life. Outside of his advisory role, Cook serves as a board member and co-chair of the nonprofit North Park Main Street, where he helps organize community events and engage with local business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm provides a combination of advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a supervisory framework.

Bryan Olson is a CFA® charterholder with 27 years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory, where he has worked since 2018. His prior experience includes roles at Windhaven Investment Management and ThomasPartners, Inc. Outside of his advisory work, Olson serves on the investment committee for Weber State University, overseeing the university endowment’s adherence to governance policies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s standardized asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and Rockefeller Capital Management. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, offering a range of discretionary and non-discretionary solutions including direct portfolio management, third-party managers, and customized managed account services.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for 12 years before joining Rockefeller Financial in 2023. 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 offers a 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.

Peter Vargas is a financial advisor at Empower Advisory Group with a Series 66 designation and over eight years of industry experience. His prior work history includes roles at MML Investors Services LLC and Target. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Andreane Bolduc is a CFA® charterholder at Savant Wealth Management with four years of industry experience. Prior to joining Savant in 2026, she worked at Heritage Financial Services, LLC for eight years and Wellington Management for two years. She also has a background that includes time at Northeastern University. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based, model-driven asset allocation and actively managed strategies.

Stephen Carson is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997 and has also operated under the DBA Axial Financial Group, where he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a wide range of managed-account programs, third-party asset manager access, and custodial services, serving both individual and institutional clients.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at Nuveen Securities, Nuveen Asset Management, Columbia Management Investment Advisers, and Bofa Advisors. Robbins serves as a trustee for a condominium association in Boston. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s offerings include model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.