Neil Flaherty is a CFP® professional with 28 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023. Prior to that, he spent 22 years at TIAA and held roles at Cambridge Investment Research Advisors and The Foundry Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

Brian Radler is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth in various capacities since 2016. Outside of his advisory role, he was involved with Exceptional Estate Sales from 2017 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Danya Abrams is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. Prior to joining the firm, Abrams worked at Horace Mann Investors, Inc. and Horace Mann Companies for three years. In addition to advisory work, Abrams provides radio color commentary for Boston College's men's basketball team. Integrated Wealth Concepts serves a diverse client base, including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach combined with oversight of third-party managers.

Ezekiel Waisel is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at SHP Wealth Management, John Hancock, and Prudential. Outside of advisory work, he is involved in event networking through Schmooze N Booze and serves as CFO-owner of a vending machine business, BEZ Unlimited, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combined passive and active investment approach guided by an internal Investment Committee and supported by quantitative and fundamental research.

Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Suzanne Matheson is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2012 and has worked at TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Andrea Bates is a financial advisor with VOYA Financial Advisors, Inc., holding the CFP® designation and over 34 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously operated her own insurance agency for 17 years. Bates serves as secretary of the Medford Kiwanis Club and co-manages a retirement income planning venture called Retirebridge. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, and retirement plan sponsors. The firm offers a range of financial planning and investment management services through various program structures, primarily providing non-discretionary, recommendation-based advice.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

William Hall is a financial advisor with Money Concepts Capital Corp in Peabody, MA, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of experience with Money Concepts Capital Corp and over 40 years at R. A. Hall Co., a CPA firm. Outside of his advisory role, he serves as an officer and director of the charity BigEd.Org and is involved in consulting through Hall Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Christopher Twomey is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a co-trustee on several family trusts and is a corporator for Winchester Savings Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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, investment management, compliance, and practice-management support to affiliated advisors.

Steven Mcbee is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has worked at Empower Financial Services since 2015 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Margaret Dolan is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, she worked at Financial Planning Solutions, LLC and Rosenblum Silverman Sutton Sf Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and asset-allocation modeling across active and passive strategies.

Muhammed Kaleel is a financial advisor at Farther with 54 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Financial Securities Corporation and ownership of Kaleel Investment Advisors, LLC and The Kaleel Company, Inc., where he remains president. Outside of advisory services, he is involved in insurance sales and ownership through The Kaleel Company Insurance Agency, Inc. and Lion Street. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across ETFs, mutual funds, equities, fixed income, and independent managers.

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Eric Carey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, based in Waltham, MA, and has two years of industry experience. His career history includes roles at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, equities, and fixed income, combining an enterprise operating scale with a menu of model and wrap options directly sponsored by the firm.

Nicholas Gaskell is a CFA® charterholder with six years of industry experience, currently serving at Corient in Boston, MA. His work history includes roles at Eaton Vance WaterOak Advisors and Crestwood Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party managers and customized asset allocation.