Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors and First Republic Bank. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering comprehensive wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, incorporating alternative investments and overlay strategies.

David Maher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Martone Financial Group since 2006. Outside of his advisory role, he is employed in property management for a family-owned business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including customized portfolios and third-party asset manager access, while providing operational and compliance support to affiliated advisors.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.

Andrew Breare is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures with an emphasis on non-discretionary, recommendation-based advice.

Amy Pasquarelli is a financial advisor at Osaic Institutions, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Brookline Bank, LPL Financial, Peoples United Advisors, and People's Securities. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Jeffrey Boyer is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding 14 years of industry experience. He has been associated with Boyer & Company PC since 1992. 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 support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

Curtis Browne is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services LLC, John Hancock, and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, often providing non-discretionary recommendations that require client approval.

Lindsay Hellmuth is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is currently with Commonwealth Financial Network and T.A. Holland & Co, having previously worked at Cetera Advisor Networks. Her outside business activities include fixed insurance sales conducted at her branch location. 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 back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Catherine Farago is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been involved with Principal Life Insurance Company since 2014, as well as operating C.A.S. Wealth Resources since 2011. Outside of her advisory role, she holds an outside sales position focused on the sale and service of fixed and life insurance products, annuities, disability insurance, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kole Kelly is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Voya Financial Advisors, Inc. in Boston, having previously worked at Manulife John Hancock Brokerage Services, John Hancock, and Eaton Vance. Prior to his financial career, he was affiliated with Oakley Country Club for nine years. 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 offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary client relationships.

John Akoury is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked with these firms since 2014 and holds a Series 66 license. Outside of his primary advisory roles, he is involved in offering insurance products apart from those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies and offers a hybrid digital advisory solution called VestWise™.

Mackenzie Howe is a financial advisor at Oppenheimer with five years of industry experience and holds a Series 66 designation. She has worked at Oppenheimer in two separate periods, totaling five years, and also spent time at Morgan Stanley and Boston Partners. Outside of her advisory role, she coaches lacrosse with Granite State Elite Lacrosse in Milford, New Hampshire. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies across programs and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Kenneth Knopf is a CFP® professional with 28 years of industry experience, currently serving at Valic Financial Advisors since 2009. He also holds an agent position at Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm employs Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Aimee Korch is a financial advisor at Breckinridge Capital Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at Breckinridge since 2018. Prior to that, she was employed by BlackRock Investments, LLC from 2016 to 2018. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kevin Radavich is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLife Securities LLC and New York Life Insurance Company, among other roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management.

John Dorso is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including U.S. Bank, Ameriprise Financial Services, and TD Ameritrade. Outside of his advisory work, he serves as an adjunct professor at Salem State University, teaching courses in accounting and corporate finance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans, Empower Premier IRA holders, and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Callie Maloney is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2022, she held roles at the Babson Center for Global Commerce and the Sewanee Center for Speaking and Listening. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies.

Nune Khachatiran is a CPA and financial advisor with Integrated Wealth Concepts LLC, bringing 14 years of experience through her ongoing role as president of her own CPA firm since 2012. She joined Integrated Wealth Concepts in 2024. In addition to her advisory work, she leads a separate accounting practice. Integrated Wealth Concepts serves a range of clients 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, managing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a combination of internal management and third-party sub-advisers.

Theresa Bedard is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Mercer Global Advisors and Lion Street Financial, as well as Raymond James Financial Services and McGee Wealth Management. Outside of her advisory work, she has experience as a Taskrabbit contractor. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, and nonprofit organizations. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Nicholas Fortier is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at Twelve Points Wealth Management and Bowdoin College, as well as work in the public school system in Winchester. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, with a focus on recommendation-based, non-discretionary advice.