Nancy Zhai is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to her financial advisory role, she held positions at Brandeis University International Business School and Brandeis University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans administered by TIAA. The firm offers a range of advisory services including customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Flynn Mcdonnell is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2018, previously spending two years at FTI Consulting. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kimberly Mckown is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a ChFC® designation and Series 63 license. She has 39 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. Mckown also owns McKown Insurance and Financial Services and serves on the board of the European Mission Society, which supports church planting and expansion in New England, the Mid-Atlantic, and Europe. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Redfearn is a financial advisor with Eagle Strategies (NY Life) based in Reading, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been involved with New York Life Insurance Company and its affiliated entities since 1982 and operates Redfearn Financial & Insurance Services LLC since 2008. Outside of his advisory roles, he serves as a volunteer auditor of financial records for the First Baptist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types, including fee-based advice and retirement plan consulting, with a strong emphasis on tailoring recommendations to client objectives and managing a majority of assets on a non-discretionary basis.

Chad Di Lisio is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial and Merrill. Outside of advisory work, he provides administrative support to Integrated Wealth Concepts, an independent investment advisor firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors under various firm d/b/a names. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Patricia Rusu is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and RBC Capital Markets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, and automated investing platforms, focusing on client financial needs, risk tolerance, and diversified asset allocation.

Thomas Valeo is a financial advisor with Oppenheimer in Newburyport, MA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with investment management, consulting, retirement services, and private-fund management, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Sawyer Rothmann is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. His prior work includes roles at Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including high-net-worth individuals, families, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Josh Dreseris is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and 16 years of industry experience. He has worked previously at BNY Mellon Advisors, Inc., BNY Mellon Securities Corp., Pershing LLC, and Lockwood Advisors, Inc. Since 2025, he has been with CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Charlie Kantor is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he held various roles in education and tutoring, including positions at the University of Vermont and YMCA Camp Chingachgook. 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 range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Howard Gerrin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Integrated Wealth Concepts and affiliated LPL Financial since 2016. Integrated Wealth Concepts 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, consulting, and family office services, employing a primarily long-term approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

Sean Roche is a Series 66-licensed financial advisor with Commonwealth Financial Network in Waltham, MA, where he has worked for 13 years. He has a total of nine years of industry experience. 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 a broad client base. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Stephanie Rice is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. She has previously worked at ShorePoint Advisor Group and Blakely Financial, and has experience in educational roles at Mitchell School and Old Post Road School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Lianne Castelli is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, LLC and Lincoln Financial Advisors. Outside of her advisory role, she is involved in pet sitting as a home-based activity. Integrated Wealth Concepts 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, and consulting, using primarily mutual funds, ETFs, equities, and fixed income in customized portfolios with a long-term investment approach.

Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory.

Ian Cole is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside diversified strategies and affiliated service offerings.

Antoinette Russell is a financial advisor at Corient with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Eaton Vance WaterOak Advisors from 2010 to 2022. Russell has also been associated with CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and customized asset allocation.

Amy Cinelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Commonwealth since 2013. 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 hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a range of managed-account programs, third-party asset manager access, and back-office support while offering various investment options including mutual funds, ETFs, and personalized indexing.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has worked at GWFS Equities, Inc. since 2016 and was self-employed for one year prior. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, serving a large participant base with point-in-time planning and managed account solutions.

Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.