Karl Baumann is a financial advisor with Integrated Wealth Concepts LLC, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. He has worked with Lincoln Financial Advisors and has been involved with his own firm, Baumann & Company, Inc., as well as Baumann & Baumann CPAs. Integrated Wealth Concepts LLC serves 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Jenny Hallstrom is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 credentials and three years of industry experience. Her work history includes multiple roles at Guardian Life and Park Avenue Securities, as well as The Bulfinch Group. She is also a commissioned Notary Public, supporting her team at The Bulfinch Group. Park Avenue Securities LLC, doing business 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 brokerage, financial planning, and retirement consulting services.

Mark Selvaggi is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with New York Life Insurance Company since 2014. Outside of his advisory work, he is a member of the Satuit boat club, a nonprofit organization. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, including fee-based advice and co-advisory relationships, and manages a substantial portion of assets on a non-discretionary basis.

John Foley is a financial advisor at Commonwealth Financial Network in Needham, MA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Commonwealth since 2013. In addition to his advisory role, he spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and multiple program structures, while providing operational and compliance support to affiliated advisors.

Patrick Mcguiness is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 12 years of industry experience. His career includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, Bank of America, Merrill, and Edward Jones. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party managers, providing ongoing portfolio management and financial planning support.

Bailey Fielding is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Integrated Wealth Concepts in 2025, Bailey worked at Dakota Wealth, LLC and Dakota Tax Services LLC. 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, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Shaquille Johnson is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Voya in 2018, he worked at Best Buy and STCC. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and third-party investment products with a focus on client-approved, non-discretionary relationships.

David Piccirilli is a CFP® professional with five years of industry experience. He is currently with Hightower Advisors since 2023 and previously worked at RSM US Wealth Management and RSM US LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering a variety of portfolio management and financial planning services supported by proprietary research and a broad network of affiliated and third-party managers.

Kawtar Slaoui is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016, serving in various roles within the organization. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Duke Duncan is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Standish Management and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Shannon Brennan is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. She has been with Commonwealth since 2000 and has also been affiliated with CAIP since 1995. Outside of her advisory work, Brennan serves as a Certified Program Instructor for New Hampshire's Impaired Driver Intervention Program. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, enabling advisors to tailor client portfolios with discretionary investment options and distinct program structures.

Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at OSAIC, Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. She also serves as an employee at The Kaleel Company, Inc., assisting with insurance clients and client service. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary models and algorithmic rebalancing across a range of securities while incorporating AI tools alongside advisor judgment.

Michael Merrigan is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Focus Partners Wealth, The Colony Group, GW & Wade LLC, and KPMG in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory services.

Sadie Holdridge is a CFP® and Series 66-licensed advisor at Corient with 16 years of industry experience. She previously spent 10 years with Breeds Hill Capital before joining Corient in 2025. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Jamie Degiso is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at various firms including Santander Securities, LLC, Santander Bank, NA, Cetera Advisors LLC, and Investors Capital Corporation. His current role began in 2025 at TD Bank N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm constructs portfolios using a blend of strategic and tactical asset allocation with both affiliated and third-party investment sub-managers.

Beltran Maroto Tobias is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Boston, MA. He has experience working at several firms including The Colony Group and Focus Partners Wealth. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed income, and offers a variety of model and wrap-fee programs.

Eric Haase is a CFA® charterholder with ten years of industry experience, currently serving as an advisor at Breckinridge Capital Advisors Inc since 2016 in Boston, MA. He has worked exclusively with Breckinridge during his professional career. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm integrates top-down outlooks with bottom-up credit research and employs tax-aware portfolio techniques, managing over $54 billion in client assets.

Ryan Wilkinson is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Commonwealth Financial Network since 2018. 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 offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Paul Saganey is a CFP® with 39 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Waltham, MA. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, he is the owner of InTouch Innovations, a financial marketing company serving advisors, small businesses, and charitable organizations, and he is also an author. 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, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach complemented by shorter-term adjustments.

William Swenson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with TIAA-CREF since 2005. Swenson serves on the Investment Committee for the New England Innocence Project, which focuses on issues related to wrongful incarceration and criminal justice reform in the New England states. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios under a fiduciary standard.