Ryan Campbell is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. Prior to his current role, he has worked in various positions including within hospitality and education sectors. He serves as the head coach for a high school freshman hockey team. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions, integrating discretionary and model-based strategies with access to insurance products and alternative investments.

Anne Kelly is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Putnam Investments Putnam Retail Management for 32 years and has held roles at Empower Retirement and First Republic. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Timothy Winn is a CFP® with nine years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years at Heritage Financial Services. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.

Stewart Staunton is a financial advisor at Rockefeller Financial LLC based in Boston, MA, holding a Series 66 designation with seven years of industry experience. He has worked within various entities of the Rockefeller organization since 2021 and previously held roles at Wells Fargo Clearing and Randstad Professionals. 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, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Michael Graff is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2019. Prior to that, he was with Foundations Investment Advisors, LLC from 2015 to 2019. Outside of his advisory work, Graff is a certified Rider Coach with the Motorcycle Safety Foundation and teaches motorcycle riding instruction part-time during spring and summer months. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, including proprietary solutions, and offers discretionary portfolio management through a combination of internal teams and external sub-advisors.

David Chapin is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2025 and previously spent 25 years with Corebridge Financial and AIG. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Mark Mcgaunn is a CFP® and PFS™ credentialed financial advisor with over 21 years of industry experience. He has worked at Integrated Wealth Concepts LLC since 2017 and has prior experience with LPL Financial and Mcgaunn & Schwadron, CPAs, LLC. Outside of his advisory work, he holds a passive ownership interest in Verticle Dental LLC. 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, family office, and retirement plan advisory services, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Mark Mahoney is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 63 licenses and has 22 years of industry experience. His prior roles include positions at Charles Schwab & Co., Charles Schwab Investment Advisory, Windhaven Investment Management, ThomasPartners, and MFS Institutional Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab’s asset allocation models and internal research tools, providing tailored recommendations without exercising discretionary trading authority.

Christopher Kheirallah is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, Merrill, and Dagher Financial LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products.

Jennifer Lafrance is a financial advisor with Commonwealth Financial Network and FrameWell Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at E3 Financial Planning for ten years. Outside of her advisory roles, she owns J LaFrance Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion over client portfolio construction and offering proprietary model portfolios.

Jose Estrada is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at Fidelity Investments for four years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment solutions through a large network of advisors.

Michael Kershaw is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with various Guardian Life entities since 2005 and joined Park Avenue Securities in 2022. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides customized financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms.

Francis Leonard is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with VOYA Financial Advisors since 2014. Leonard is also an independent insurance agent and partner in a financial services firm specializing in insurance and investment products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-centered investment solutions.

Tina Cicci is a financial advisor with Carson Wealth in Foxboro, MA, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at Cetera Wealth Services, LPL Financial, and DC Advisors. Outside of advisory work, she serves as head coach for youth cheerleading with Walpole Youth Football & Cheer. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, combining fundamental and technical analysis to support tailored investment solutions for corporate, institutional, and high-net-worth clients.

Adam Silvey is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at GW & Wade, LLC and The Colony Group, LLC. Outside of advising, he holds a part-time role as a payroll administration supervisor at Securitias USA. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Clifford Caplan is a CFP® with 45 years of industry experience, currently serving at Caplan Wealth Partners and Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. since 1981. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets through a mix of managed-account programs, third-party asset managers, and custodial services.

Michael Flynn is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has previous experience at Fidelity Investments. Outside of his advisory role, he is involved with the Dedham Country & Polo Club. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology tools to deliver both discretionary and non-discretionary management through a large network of investment adviser representatives.

Samara Wald is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds the Series 66 designation and has worked at several firms including TD Bank N.A., Cetera, and Pioneer Financial Group. Outside of her advisory role, she serves as an independent contractor for a pet care business. 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 constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

Allison Wooten is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, Wells Fargo Advisors, Truist Investment Services, and BB&T. In addition to her advisory role, Wooten provides administrative support to Integrated Financial Partners, an independent investment advisor firm. 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, using customized portfolios that combine internal management with third-party asset managers and custodians.

Colleen Richards is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Ameritas Investment Corp since 2012. In addition to her advisory role, Richards manages operational and client service tasks for Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to create customized portfolios.