Marco Larocque is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked for nine years at Desjardins Global Asset Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides proprietary model portfolios and access to private funds through specialized programs.

Michael Abdalla III is a financial advisor with Janney Montgomery Scott in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James & Associates and Wheeler & Taylor Insurance. Outside of finance, he has experience in the hospitality industry, including work at Lucky’s Ice Cream & Grill and Michaels Restaurant. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Ethan Deviveiros is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with one year of industry experience. His background includes roles at Fidelity Investments and the University of Rhode Island, as well as earlier positions in diverse fields such as landscaping and healthcare. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering services including financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary, recommendation-based relationships and operates both as an SEC-registered investment adviser and a broker-dealer.

Richard Howell is a Series 66 licensed advisor with Primerica Advisors, where he has worked for 10 years. He also has experience at Park Avenue Securities and Guardian Life Insurance Company, each for 2 years. Outside of his advisory roles, he holds power of attorney for his spouse. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account services including lending solutions and donor-advised funds.

Brendon Sailer is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at Fidelity Investments and has held roles at Amazon and various other companies. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm typically provides non-discretionary recommendations and operates both as an SEC-registered investment adviser and a broker-dealer.

Lauren Kuzmak Herrmann is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of industry experience and previously worked at Fidelity Brokerage Services, State Street Global Markets, Thomson Reuters, and PNC Bank. Outside of financial services, she was involved with Turbo CrossFIT for five years. She is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Douglas Reiss is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has three years of industry experience. He has worked at Park Avenue Securities, LLC since 2021 and has been associated with The Guardian Life Insurance Co. of America since 2011. Outside of his advisory role, he is the owner of Reiss Capital LLC, a business entity established for a GA contract. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies along with financial planning and retirement-plan consulting.

Christopher Holton is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC for 11 years and Goldman Sachs Wealth Services for 6 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Scott Ford is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies with oversight committees and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Kevin Schneider is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the finance and business development committee at Doc Wayne Youth Services and participates in the Bulfinch Group Charitable Foundation's grant evaluation process. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Ashley Woods is a financial advisor at Farther with 17 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Tristan Munalem is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at LPL Financial, Boston Properties, and the Boston Red Sox. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers access to various managed account solutions, including its proprietary WealthSuite platform.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Ameritas Life Insurance and ARCH Wealth Management LLC. In addition to his advisory work, he serves as president of Boston 128 Companies and Millbrook II Condo Trust Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account solutions and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America, Inc., Coin Metrics Inc, Bitooda Technologies, and AB Quarters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal team and an investment committee, with services that include tax integration, family office capabilities, and employer financial wellness tools.

Gracio Garcia is a financial advisor with Primerica Advisors based in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, Garcia is involved with the Gentle Giant Rowing Club. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Jeremy Jenkins is a financial advisor at Breckinridge Capital Advisors Inc. based in Boston, MA, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked at Breckinridge since 2011 and has been affiliated with Suffolk University since 2005. 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, and mutual funds. The firm offers a range of fixed income and equity strategies and employs a combined top-down and bottom-up investment process supported by proprietary technology and a team-based portfolio management approach.

Mark Derby is a financial advisor with Focus Partners Wealth, LLC and holds 23 years of industry experience. He previously worked at The Colony Group, LLC for five years and ran Derby And Company Inc. for 32 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Marilyn Sullivan is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having joined both firms in 2022. Her prior experience includes roles at Mountain One Investments Group, Commonwealth Financial Network, and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through proprietary managed portfolios and employs both affiliated and third-party sub-managers.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Daintree Advisors LLC for 10 years. He is a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, where he reviews qualifications of candidates for the cooperative’s Board of Directors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

Joseph Beauchaine is a CFP® professional with 4 years of industry experience based in Boston, MA. He has been with CIBC Private Wealth Advisors, Inc. since 2004, totaling 22 years at the firm. Outside of his advisory role, he serves as a trustee for the Harriet K Choi 1998 Trust on a non-compensated basis. 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 combines an internal investment team and governance committees to deliver customized portfolio management solutions and offers services ranging from financial planning to coordinated Family Office support.