Shalini Guglani is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and HSBC Securities (USA) INC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory options that have included a digital advisory program and a managed account program.

Darci Cloutier Ham is a financial advisor at Citizens Securities, Inc. with 8 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citizens Securities since 2021. Her prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Johnson & Hill Staffing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk tolerance.

Richard Suder is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Connor O'Toole is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. Outside of advising, he is involved in the hospitality industry as a bartender at O'Tooles Pub. Voya Financial Advisors, Inc. serves individual, institutional, and charitable clients by providing financial planning, portfolio management, and retirement advisory services through a large network of advisors. The firm uses model portfolios, investment policy statements, and technology-driven tools to support mostly non-discretionary client accounts.

Laura Mchugo is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The AYCO Company, L.P./Mercer Allied and John Hancock. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by integrated teams and proprietary analytical tools, leveraging the broader Goldman Sachs network to provide access to specialized wealth programs and alternative investments.

Seamus Mc Grath is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill before joining VOYA. Outside of advising, he works as a bartender at Providence Burger Bar. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm uses a combination of in-house and external strategists, technology tools, and model portfolios to manage primarily non-discretionary client relationships.

Joseph Stone is a financial advisor with Kestra Advisory in Hingham, MA, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has worked with Kestra Advisory since 2016 and has prior experience with Kestra Investment Services, LLC and Berkshire Life dating back to 1981. Stone is also the owner of MSW Investment Related, a business involved in consulting, insurance, and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, and serves large clients including sovereign wealth funds, reflecting a broad and complex range of capabilities.

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eaton Vance Distributors, Inc. and Eaton Vance Management spanning seven years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Madeleine Miller is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 66 designation and has one year of experience in the industry. Prior to joining VOYA, she worked at Digitas and has experience in various roles including teaching and local business operations. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services using a combination of in-house and external strategists alongside technology-enabled tools, operating with a mix of non-discretionary and discretionary account management.

Yan Katz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009 and serves on the board of the Bulfinch Charitable Foundation. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, tailored financial planning, and access to proprietary and third-party investment programs.

Anthony Gasbarro is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in entrepreneurial ventures such as Gasbarro Fitness. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm combines proprietary and third-party investment strategies supported by technology-enabled tools to deliver a mix of discretionary and non-discretionary account management.

Christopher Perry is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Sports Group, Inc. 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 combining strategic and tactical asset allocation using both affiliated and third-party sub-managers.

John Reeder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director and treasurer on condominium association boards and co-hosts a podcast interviewing CPAs about client assistance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers advisor-led discretionary management alongside model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Kevin Quilty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth Financial Network since 2010. Outside of advising, he is involved in fixed insurance sales as an agent and serves as a trustee for a family member’s account. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Patrick Evers is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both non-discretionary and limited discretionary investment management.

Alexia Teixeira is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Savant Wealth Management. She previously worked at Heritage Financial Services and Britt & Company CPA, and has a background that includes time at Bentley University and involvement with Vana Mart. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Tejas Borse is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and First Republic Investment Management. He has been with Commonwealth since 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Thomas Stephens is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Trinity, Ameritas Life Insurance Corp, Financial Resource Partners, and Ameritas Investment Corp. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to implement client recommendations, operating primarily through non-discretionary accounts with some discretionary management options.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, Lincoln Investment, and Equitable Advisors. Outside of his advisory work, he provides insurance services as an agent. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.