Jennifer Kundrot is a CFP®-certified financial advisor with nine years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been associated with Financially in Tune, Salem Five Investment Services, and LPL Financial, LLC. Outside of her advisory role, she is a co-owner of a real estate rental business in Belmont, Massachusetts. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, employing both active and passive investment strategies across public and private asset classes.

Michael Hertz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2001. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services, including lending solutions and donor-advised funds.

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 Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and 13 years of industry experience. He has been associated with Guardian Life and Park Avenue Securities since 2013. Outside of his advisory role, Guyton is involved in charitable activities, serving on the board of the Veterans Count Seacoast Chapter and participating in local charitable giving groups. Park Avenue Securities LLC provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates proprietary and third-party model portfolios and offers a lower-fee hybrid digital advisory solution, serving a broad client base including high-net-worth individuals.

Bruce Coughlin is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Voya in 2014, he has also served as president of Benefits Services Incorporated since 1981, a company involved in the sales and service of group employee benefits programs. In addition to his advisory role, he acts as an independent insurance agent selling fixed insurance products. Voya Financial Advisors serves a broad client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary advice and a combination of advisory and broker-dealer services.

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® and holds a Series 65 license with 18 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has been involved with Artemis Financial Advisors LLC since 2007, where she continues to assist in transitioning the advisory business following an acquisition. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven, asset allocation approach utilizing both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Jonathan Neipris is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 11 years of industry experience. He has been with Commonwealth since 2014. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and back-office services.

Michael Mcdermott is a Series 66 licensed financial advisor with over 14 years of industry experience. He has been with Commonwealth Financial Network since 2011 and joined LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Evan Banks is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has a longstanding career at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee for family trusts. Park Avenue Securities LLC serves a diverse 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 model portfolios and third-party investment managers across discretionary and non-discretionary accounts.

John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. 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, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Michael Nichols is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding Series 66, 63, and 65 licenses with 11 years of industry experience. He has been with Eagle Strategies since 2018 and also affiliated with New York Life Insurance Company and Nylife Securities LLC since 2015. Outside of advising, Nichols volunteers with Family Promise Metrowest, a nonprofit focused on assisting families experiencing homelessness, and serves as Treasurer for the BNI Ultimate Success networking group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring advice to client objectives and maintains a significant portion of its assets under non-discretionary management within an integrated New York Life affiliate structure.

Zakeriah Nabulsi is a CFP® with 17 years of industry experience and is affiliated with Empower Advisory Group. She has worked at Great West Life & Annuity Insurance Company since 2008 and has been involved with the University of Massachusetts Lowell since 2004. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Stephanie Casey is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked with TIAA-CREF since 2018, following five years at Citizens Securities Inc. and overlapping tenure at Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and brokerage services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model including donor-advised fund services and combines point-in-time planning with ongoing discretionary portfolio management.

Zuleyka Feliz is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. She has been with Hornor Townsend & Kent since 2014 and also has experience with Penn Mutual Life Insurance Company dating back to 2013. Outside of her advisory role, she is an office administrator for an insurance brokerage and is proprietor of a realty business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored financial planning and investment management, utilizing third-party asset managers under a dual SEC-registered adviser and FINRA broker-dealer structure.

Daniel Lautenschlager is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has six years of industry experience, including prior roles at Citizens Financial Group and LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. 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 uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.