Debra Brede is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at Focus Partners since 2024. Prior to this, she spent over 30 years at D.K. Brede Investment Management Company, Inc. and Commonwealth Financial Network. Outside of her advisory work, she serves on the finance committee at Newton Wellesley Hospital and holds trustee and board roles with Agape A.I.D.S. Orphan Care and Boston Rescue Mission. Focus Partners serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kamryn Person is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held positions at Citizens Bank, Fifth Third Bank, and Bank of America. Outside of finance, Kamryn has been self-employed as a professional singer and band leader since 2007 and performs regularly at Off The Rails, a concert venue and restaurant. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, supporting clients with financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

John Bevilacqua is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 51 years of industry experience. He has been associated with Capital Management Partners, LLC since 1996 and Commonwealth Equity Services, Inc. since 1990. Bevilacqua serves as a trustee on real estate trusts and is president and owner of a private entity, Bfa Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Louis Glantz is a financial advisor at Commonwealth Financial Network with 11 years of industry experience and holds a Series 66 designation. He has worked at Commonwealth Financial Network since 2010, with a brief concurrent affiliation at Vision Wealth Partners starting in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.

Randall Franco is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held positions in a variety of industries including construction, security services, and retail. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and access to third-party money managers, with a focus on non-discretionary advisory relationships and a range of program structures.

Sophia Cross is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to her current role, she was associated with Keenan Financial and has a background that includes full-time education and various professional experiences. Sophia is also a licensed insurance agent and occasionally offers commissionable insurance products alongside her advisory services. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary arrangements and a variety of program structures.

Matthew Sugden is a financial advisor with Commonwealth Financial Network in Waltham, Massachusetts. He holds a Series 66 designation and has 21 years of industry experience. He has worked with Commonwealth since 2004 and joined LPL Financial LLC in 2026. 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 range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing roughly $212.7 billion in client assets.

Wei Xue is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. Wei has held roles at several firms including OpenWin Financial & Insurance Services LLC, Golden Summit Insurance & Financial Center Inc., and New York Life Insurance Co. Additionally, Wei is a notary public of Massachusetts and operates as an insurance broker for non-registered products. Eagle Strategies serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a range of programs such as fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to meet client and plan sponsor objectives.

Joseph Buckley is a CFP® with 26 years of industry experience, currently serving at OSAIC Institutions, Inc. He has held positions at Brookline Bank, Infinex Investments, LPL Financial, and People's United Advisors, with a significant tenure at People's Securities, Inc. His career spans both advisory and financial services roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing third-party promoters and subadvisory relationships.

Gracie Le Du is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. She has one year of industry experience and has previously worked at firms including Morgan Stanley and Lululemon. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures.

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with access to diversified investment vehicles.

William Montague is a CFP® and CFA® charterholder with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Cynosure Group, SVB, Bay State Financial, Northwestern Mutual Life Insurance Company, Falcon Investment Advisors, Citizens Financial Group, and Boston Private. Focus Partners serves individual, high-net-worth, family office, corporate, and institutional clients, offering wealth management, financial planning, and retirement plan consulting among other services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with fundamental and quantitative analysis.

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.

Christopher Wakeman is a financial advisor with Commonwealth Financial Network and Lignum Wealth Management, holding a Series 66 credential and 22 years of industry experience. He has been with both firms since 2013. Outside of his advisory work, he serves as a member of the Boxford Town Finance Committee, where he participates in reviewing and approving the town budget. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

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 Series 65-licensed financial advisor with one year of industry experience, currently with Integrated Wealth Concepts LLC. Prior to joining Integrated Wealth Concepts, 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 customized portfolios with a primarily long-term investment approach.

Shaquille Johnson is a financial advisor at VOYA Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Voya since 2018, including a period at Voya Financial Partners, LLC, and previously worked at Best Buy and STCC. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based arrangements alongside multiple program structures.