Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. In addition to her advisory role, she provides client service for The Kaleel Company, Inc., supporting insurance clients. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools under internal oversight.

Michael Merrigan is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Focus Partners Wealth, The Colony Group, LLC, GW & Wade LLC, and KPMG in Boston. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with investment solutions that incorporate strategic and tactical asset allocation, manager selection, and a variety of investment vehicles.

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.

Michael Ross is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Hornor, Townsend & Kent and Cornerstone Financial Group/Penn Mutual since 1993. Outside of his advisory role, Ross is a co-owner of Cornerstone Financial Group, where he is involved in life, health, disability, and long-term care insurance sales, and serves as a trustee for family member trusts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Benjamin Brieger is a CFP® professional affiliated with Commonwealth Financial Network in Danvers, MA, with two years of industry experience. His background includes multiple roles at Commonwealth Financial Network and Sherr Financial Associates. Outside of finance, he has experience working in the retail and dining sectors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors nationwide, managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

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.

Karen Eames is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. She has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across equities, fixed income, and alternative strategies, supporting proprietary models and access to private funds and co-investment opportunities.

Rachel Holbrook is a CFP®-certified financial advisor with nine years of industry experience, currently with Corient in Boston, MA. Her prior roles include positions at Merrill, Bank of America, and UBS Financial Services. She serves on the Investment Committee for Women's Lunch Place, a nonprofit supporting women facing hunger and homelessness in Boston. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools and alternative investment options.

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.

Coley Odonnell is a financial advisor with Commonwealth Financial Network in Hingham, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at Boston Wealth Strategies, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

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.