Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Outside of his advisory role, he is involved in horse racing as a passive owner of race horses and serves on the council of Glastonbury Abbey, a religious nonprofit. He is also a board member of the Mass Soldier's Legacy Fund and holds leadership roles in a private condominium association. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of firm-affiliated private and registered funds.

Nicholas Forgione is a CFP® professional with two years of industry experience, currently an advisor at Allworth Financial, L.P. He has previously worked at Sachetta, LLC, CA Brandt, and Fidelity Investments, among other firms. Outside of finance, he has experience in the fitness industry and has held a position at Framingham State University. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. 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, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.

Brad Capland is a Series 66-credentialed financial advisor with 26 years of industry experience. He is affiliated with Integrated Wealth Concepts LLC since 2016 and has prior experience at LPL Financial and MetLife Securities Inc. He also operates a CPA practice providing accounting and tax services for businesses, trusts, and individuals. 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, family office, and retirement plan advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income using primarily long-term strategies alongside tactical rebalancing.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. 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, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Robert Hannon is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at Nomura Securities International, Citizens Securities, and Income Research & Management. He is based in Waltham, MA. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and various investment vehicles.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.

Courtney Dunnells is a CFP® and Series 66 licensed advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Ameriprise, The Colony Group, Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Dunnells has also held various roles during her time at Bryant University. 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, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.

Christopher Helms is a CFP® professional with 14 years of industry experience. He currently works at Rockefeller Financial LLC and has prior experience with Columbia Management Investment Distributors Inc and several Cetera entities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

Jon Paul Karpf is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at LPL Financial and held various positions in education before entering the financial services field. Voya Financial Advisors serves individual and institutional clients, offering financial planning, portfolio management, and brokerage services. The firm provides advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary asset management and a combination of advisory and brokerage activities.

Michael Kenney is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Northeast Financial Network as well as the Wightman Tennis Center and Wellesley Public School/Bryant University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm combines strategic and tactical asset allocation with various fee structures and manages approximately $36.7 billion in assets as of December 31, 2025.

Tyler Rich is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, LLC, and PricewaterhouseCoopers LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of financial and fiduciary services.

Stephen Sykes is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Janney Montgomery Scott since 2023, previously serving at Raymond James & Associates and Henry V. Rabouin Inc. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Joel Roberts is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026, following prior roles at Brescor Wealth Advisory LLC, Aurora Management Services LLC, and J.P. Marvel Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Austin Howie is a Series 66-licensed financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2017 and previously worked at the Metrowest YMCA. 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 around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a variety of investment options.

David Appel is a ChFC® professional with 33 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior roles include positions at LPL Financial, Integrity Alliance, Lion Street Financial, Royal Alliance Associates, and Signator Investors. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach while incorporating shorter-term trades for rebalancing and cash management.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

Anthony Ragozine is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors in Boston, MA. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He also engages in offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.