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 also a member of the finance committee for Envisioning Access, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s recommendations are based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Frederick Baird is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Margaret Kantrowitz is a financial advisor at TIAA-CREF with 10 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo, and has experience with Merrill and the New England Center and Home for Veterans. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for a local high school. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Brendan Richardson is a financial advisor at William Blair in Boston, MA, holding a Series 66 designation. He has been with William Blair since 2025 and has one year of industry experience. Prior to joining William Blair, he worked at College Hype Screenprint and Embroidery and has additional work experience outside the financial industry. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients, offering active, research-driven investment management and financial planning. The firm manages approximately $64 billion in assets and provides access to proprietary investment models, sub-advisory services, and private fund opportunities.

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.

Brian Franford is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Advisory Services, Daniel J. Galli & Associates, and COMPASS Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform with managed-account programs, access to third-party asset managers, and custodial services.

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 Series 65 and Series 63 credentials and 23 years of industry experience. She has been with William Blair & Company since 2015, based in Boston, MA. 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 employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Samuel Dunn is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Fidelity Investments and has experience outside of finance, including roles at Dunn Detailing and YMCA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of advisors using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

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.

Tamas Gal is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Karyopharm Therapeutics and has academic experience at Suffolk University Law School and UMASS Boston. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked for Fidelity Investments for two years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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 eight years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, LLC, Allspring Funds Distributor, LLC, and T. Rowe Price. Breckinridge Capital Advisors offers 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 outlook with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Anthony Benoit is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2020, he worked at Hamilton Cornell Associates and New York Life Insurance. Outside of advisory services, he is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Shorepoint Capital Partners for 16 years, among other firms. He also serves as trustee for his family trust, managing investment decisions for his children’s trusts. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies across a broad range of asset classes.

Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held positions in education and various clubs in the Boston area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools and provides services primarily on a non-discretionary basis, with some discretionary management options.

Jordan Morris is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at Longtide Financial Partners, UBS Financial Services, and Darrow Wealth Management. Outside of his advisory work, he is involved in the restaurant industry as a bartender at Gustazo Cuban Kitchen & Bar in Waltham, MA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Stephen Petersen is a CFA® charterholder with 12 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, Inc., Prio Wealth Business Trust, Seaward Management entities, and Seaward Fiduciary Services LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors. The firm’s investment approach emphasizes customized wealth management through client-specific investment profiles, quantitative screening, and manager selection, offering access to both third-party strategies and direct security selection.