Thomas Devol is a financial advisor at SPC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Parkland Securities since 2014 and Sigma Planning Corp since 2002. In addition to his advisory work, he operates an insurance brokerage through Devol Insurance & Financial Service, focusing on life, health, property, and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary management strategies.

Matthew Sliwa III is a CFP® and CFA® with 35 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2006, and also co-owns KSP Advisors, LLC, a real estate holding company. His background includes fixed insurance sales conducted alongside his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Nelson Ball is a ChFC®-designated financial advisor with 58 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has worked with Commonwealth Equity Services, Inc. since 1985. Outside of his advisory role, he is a member and partial owner of an entity created to own a branch office building. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Liam Greene is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and a brief tenure in moving and storage services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Roy is a financial advisor at Farther with seven years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including BNY Mellon, Acadiance, and Boston Private Wealth LLC. His career spans roles in wealth management and advisory services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining various asset classes and incorporating AI tools under internal review.

Matthew Najemy is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at LTG Capital LLC and has a background that includes roles in education and health-related organizations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio options implemented with low-cost ETFs, index funds, separate account managers, and private funds.

Lori Bateman is a financial advisor with Citizens Securities, Inc. in Westwood, MA. She holds a Series 66 designation and has three years of industry experience, including 18 years at Merrill. Outside of her advisory work, she owns and administrates Bateman Stables, a for-profit entity in Norton, Massachusetts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and managed account services while also functioning as a broker-dealer and insurance agency.

Zachary Volinsky is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Boston Light Financial and LPL Financial among other roles. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Matthew Elsenbeck is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ferris Capital, LLC for 10 years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, Merrill, and Federated Global Investment Management Corp. She also serves as Director of Operations for Grandview Partners, overseeing client service functions and staff management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Lucy Joseph is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. 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 offers a variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by robust operations, trading, technology, and compliance platforms.

Brian Glazer is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 15 years of industry experience. He has been with Commonwealth since 2012 and also operates a commercial carpet cleaning business, DFS, Inc. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, investment management, and compliance support. The firm offers a range of customizable portfolio solutions and operates as a platform provider to affiliated advisors.

Michael Hertz is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2001. Outside of his advisory role, he also sells various term and whole life insurance products and serves as a trustee of an irrevocable trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, proprietary programs, and third-party platforms, tailoring client relationships through a range of financial planning and consulting services.

Michael Kelly is a CFA® charterholder with two years of industry experience. He currently works at The Colony Group and was previously employed at GMO LLC for seven years. He is based in Wellesley, MA. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Andrew Guyton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at Guardian Life and its affiliates since 2013 and operates a marketing business under the brand "The Guyton Group." He also serves as a board member of the Veterans Count Seacoast Chapter and participates in charitable giving initiatives through the 1623 Foundation. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and integrated lending options.

Bruce Coughlin is a financial advisor with VOYA Financial Advisors, Inc. in Wellesley, MA, holding Series 63 and Series 65 designations and having 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also serves as president of Benefit Services Incorporated, a company involved in the sales and service of group employee benefits, including medical, dental, disability, life, and retirement products. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a range of investment strategies and technology-enabled tools across both affiliated and unaffiliated products.

Anpu Stephens is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, Stephens worked at TIAA-CREF from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brendan Spilsbury is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025. Prior to that, he worked at Sensible Financial Planning And Management, LLC for seven years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a disciplined approach using third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Cynthia Jeffries is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. She has been with Commonwealth since 2007. 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, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Elizabeth Bivings is a CFP® professional associated with Beacon Pointe Advisors, LLC, bringing 18 years of industry experience. She previously worked at Artemis Financial Advisors LLC for 17 years and continues to assist with transitioning its advisory business following an acquisition. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, providing wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.