Andrew Mason is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and four years of industry experience. He has operated Andrew J Mason CPA since 1989. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients with approximately $212.7 billion in assets under management.

Weili Yu is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Yu worked at WFGIA and spent 17 years with Procter & Gamble. Yu is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Julie Sacchiero is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Mariner and previously spent 21 years at GW&K Investment Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational solutions for employer clients.

Kyle Westfall is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Tyler Small is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and held various positions at the University of Massachusetts Amherst and its President's Office. He is also involved with the Coyotes Lacrosse Club LLC. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage services. The firm utilizes a range of investment strategies including model portfolios and third-party managers, with a notable portion of assets managed on a non-discretionary basis.

Owen O'Brien is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Voya in 2026, he worked four years at Fidelity Investments. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary advisory accounts and commission-based product sales.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is involved with Envisioning Access, a nonprofit charitable organization, where she serves on the finance committee. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools.

Benjamin Heikes is a CFP® professional with 20 years of experience in the financial services industry. He currently works at Mariner and has held prior positions at The Mather Group, Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Fidelity Brokerage Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both in-house research and third-party managers, with notable capabilities in tax integration and administrative CFO services.

John Milone is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he was affiliated with Union College and Notre Dame High School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines various active and passive strategies.

Beverly Rodrigue is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Her prior experience includes roles at North American Management Corp and Lake Street Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Andressa Tsaparlis is a financial advisor at Breckinridge Capital Advisors Inc with 8 years at the firm and a total of 11 years of industry experience, including three years at JP Morgan. She holds the Series 65 designation and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee programs. The firm offers a range of fixed income and equity strategies and integrates a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and a team-based portfolio construction process.

Lauren Desforge is a financial advisor at Cerity Partners LLC with 27 years of industry experience. She holds the CFP®, PFS™, and Series 63 designations. Prior to joining Cerity Partners in 2022, she worked for Daintree Advisors LLC for ten years. Desforge serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, Inc., a nonprofit providing financial advice to low-income families. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional clients. The firm offers customized investment management, financial planning, and access to alternative and private-market investments, managing approximately $126.9 billion in client assets.

Alexander Gross is a CFP® with 22 years of experience in the financial industry. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously spent a decade at Daintree Advisors LLC. Gross holds the Series 65 designation and is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other entities. The firm offers customized portfolio management with a focus on diversified asset allocation and provides services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Justin Walsh is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, Cambridge Investment Research, and Northern Lights Distributors, among others. 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 composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Barbara Cummings is a financial advisor at William Blair with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with William Blair since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential. He has been in the industry for less than a year, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. 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.

Mark Purcell is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2020, following prior roles at Royal Alliance Associates, Inc. and Jhfn Sii. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 credentials and having one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products through a dual-registered advisory and broker-dealer platform. The firm delivers advice using model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Mark Haser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Artemis Financial Advisors for six years and has held positions at Kyruus and Athenahealth. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Evan Couture is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, Allspring Funds Distributor, and T. Rowe Price. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down investment committee outlook with fundamental credit research and systematic, tax-aware portfolio management techniques, managing over $54 billion in client assets as of December 31, 2025.