Dennis Doble is a CFP® professional with 24 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2023 and previously spent 13 years with Doble Lebranti Financial Group and Commonwealth Financial Network. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Evan Horton is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with New York Life Insurance Co and related entities since 2011. Outside of his advisory work, he volunteers as a flag football coach for six-year-olds in the Town of Lexington's Recreation & Community Programs. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis, operating within an integrated structure alongside New York Life affiliates.

Avery Dwyer is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at EP Wealth Advisors, Resolute Financial, Riverview Capital Advisers, Jobletics, and ILLUME. Integrated Wealth Concepts LLC 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, family office, and retirement advisory services, employing primarily long-term strategies with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Richard Allred is a CFP®, CFA®, and Series 66-designated financial advisor with 20 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Core Wealth Advisory since 2021. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm provides comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody and clearing services.

Christopher Mackey is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at the Bulfinch Group and ThousandEeys among other firms. Guardian Life’s subsidiary, Park Avenue Securities, serves a range of clients including individuals, pension plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.

Jill Fopiano is a CFP® and CFA® with 16 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and was previously with O'Brien Wealth Partners LLC for 13 years. Jill serves as a co-trustee on a client trust, approving distributions to beneficiaries. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, and specialized investment vehicles.

Robert Fantozzi is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Oppenheimer since 2018 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies to meet client objectives.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., TD Private Client Wealth LLC, and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

Alexander Mac Isaac is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at SageView Advisory Group, Sandy Cove Advisors, Bank of New York Mellon, and Quantech Services Inc. His career includes six years at Bank of New York Mellon prior to transitioning into advisory roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Lori Deane is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Focus Partners Wealth, LLC since 2025 and previously worked at The Colony Group, LLC for 14 years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing enhanced open architecture, and offers a broad spectrum of wealth management, advisory, and fiduciary services.

Stephany Fiadjoe is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017, and previously worked at PRUCO Securities LLC and Prudential Insurance Co of America. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including proprietary and third-party model portfolios, and provides services such as securities-based lending and donor-advised funds.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. 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, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Michael Borzi is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at The Colony Group, Open Text Corp, Bryant University, KPMG, and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that combines fundamental and quantitative analysis, external manager selection, and a range of investment strategies across equities, fixed income, alternatives, and overlay sleeves.

Ella Pelton is a Series 65-licensed advisor with Hightower Advisors, bringing less than one year of industry experience. Her prior work includes roles at Morgan Stanley and several non-financial positions, including at Robek's Fresh Juices, Playa Bowls, and Blue Hills Ski Area. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of portfolio management and consulting services supported by proprietary research and operational features.

Brandon Zatopek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2011. 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, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Nicholas Peters is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Primerica Advisors and has previously worked at Guardian Life Insurance Company of America, Fallon Custom Homes, Group Design Build, and Park Avenue Securities. Outside of his advisory role, he is involved in an insurance business separate from Guardian. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

James Scally is a CFP® with 26 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 29 years. He serves as a trustee for a corporate retirement plan. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Angela Musi is a financial advisor with Integrated Wealth Concepts LLC and holds CPA credentials. She has 37 years of experience as a CPA through her own firm and has been with Integrated Wealth Concepts since 2025. Outside of advising, she owns a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with a long-term approach and sponsors various wrap-fee programs, combining enterprise scale with model and wrap options.

Martin Lowenthal is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. His other business activities include insurance services outside of Guardian Life. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features such as lending solutions and tax harvesting.