Dennis Doble is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. Prior to joining NewEdge, he was with Doble Lebranti Financial Group and Commonwealth Financial Network for 13 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Avery Dwyer is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at EP Wealth Advisors, Resolute Financial, Riverview Capital Advisers, Jobletics, and ILLUME. Integrated Wealth Concepts LLC 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 advisory services, employing primarily long-term strategies with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Jill Fopiano is a CFP® and CFA® with 16 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and was previously with O'Brien Wealth Partners LLC for 13 years. Jill serves as a co-trustee on a client trust, approving distributions to beneficiaries. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, and specialized investment vehicles.

Robert Fantozzi is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018. Prior to that, he spent several years at Morgan Stanley and its affiliated entities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services delivered on both discretionary and non-discretionary bases, managing substantial assets across equity, balanced, and fixed-income portfolios.

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., TD Private Client Wealth LLC, and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

Donald Brusca is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Advisors Inc. He is based in Andover, MA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Stephany Fiadjoe is a CFP® professional with 19 years of experience in the financial industry. She is currently associated with Guardian Life and Park Avenue Securities, having previously worked at Prudential for over two decades. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Ella Pelton is a Series 65-licensed advisor with Hightower Advisors, bringing less than one year of industry experience. Her prior work includes roles at Morgan Stanley and several non-financial positions, including at Robek's Fresh Juices, Playa Bowls, and Blue Hills Ski Area. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of portfolio management and consulting services supported by proprietary research and operational features.

Brandon Zatopek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2011. 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 extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

James Scally is a CFP® with 26 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 29 years. He serves as a trustee for a corporate retirement plan. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Angela Musi is a financial advisor with Integrated Wealth Concepts LLC and holds CPA credentials. She has 37 years of experience as a CPA through her own firm and has been with Integrated Wealth Concepts since 2025. Outside of advising, she owns a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with a long-term approach and sponsors various wrap-fee programs, combining enterprise scale with model and wrap options.

Alexander Martin is a CFP® professional with four years of industry experience, currently serving at Corient in Boston, MA. He previously worked at Eaton Vance WaterOak Advisors from 2008 to 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions, continuous portfolio monitoring, and risk management tools to align investments with client objectives.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

Conrad Pensavalle Jr. is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Commonwealth since 2007 and also works with Axial Financial Group since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources, while offering multiple program structures and discretionary model portfolios.

Deborah Fair is a Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 19 years of industry experience. She joined Commonwealth in 2017 after a year at Merrill. Outside of her advisory role, she works as a group fitness instructor at Lifetime Athletic Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Thomas Anderson is a CFA® charterholder and Series 63 registered advisor with 11 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2023. Prior to that, he spent nine years at SVB Wealth LLC (formerly Boston Private Wealth LLC). CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves customized portfolio management supported by an internal investment team, multiple governance committees, and a combination of proprietary and external strategies, including options hedges and structured notes.