Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers 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 research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kelli Adams is a CFP® with 20 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and previously worked at GW & Wade LLC and GW & Wade Asset Management Company. Outside of her advisory role, she has minimal involvement as an investment property owner. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Nicolas Spanos is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience, including prior work at Fidelity Investments. Outside of finance, he has been involved with the North River Yacht Club. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines technology-enabled tools and model portfolios to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Simon Heslop is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. for 11 years and earlier at Greystone Financial Advisors. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and educational programs, implementing customized investment strategies that combine quantitative and qualitative analysis.

Alexander Keller is a financial advisor with Corient in Boston, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and previously worked at Surevest Private Wealth, Ameriprise Financial Services, and New York Life Insurance. Keller has been with Corient and related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Marco Larocque is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked for nine years at Desjardins Global Asset Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides proprietary model portfolios and access to private funds through specialized programs.

Michael Abdalla III is a financial advisor with Janney Montgomery Scott in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James & Associates and Wheeler & Taylor Insurance. Outside of finance, he has experience in the hospitality industry, including work at Lucky’s Ice Cream & Grill and Michaels Restaurant. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Ethan Deviveiros is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Fidelity Investments and the University of Rhode Island. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives using both affiliated and unaffiliated investment products.

Richard Howell is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, with 10 years of industry experience. He has been with Guardian Life since 2016 and is currently based in Needham, MA. Richard holds power of attorney for his spouse, Lori A Howell. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Brendon Sailer is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Amazon. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm combines in-house and external strategists with technology-enabled tools to offer predominantly non-discretionary investment management through a large network of advisors.

Lauren Kuzmak Herrmann is a financial advisor at Guardian Life with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Fidelity Brokerage Services, Coldwell Banker Residential Brokerage, and State Street Global Markets, among other firms. Outside of finance, she was involved with Turbo CrossFIT for five years. Guardian Life’s Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Douglas Reiss is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities, LLC since 2021. Outside of advisory services, he is the owner of Reiss Capital LLC, a business established for a general agency contract. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Christopher Holton is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC for 11 years and Goldman Sachs Wealth Services for 6 years. 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 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.

Scott Ford is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked at BNY Mellon Securities Corporation, Bank of America, Merrill, and Citigroup. Ford is based in Boston, MA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution services, catering to a broad range of client needs.

Kevin Schneider is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Guardian Life Insurance Company and its affiliates since 2013. Outside of his advisory work, Schneider participates in the Bulfinch Group Charitable Foundation and serves on the Finance and Business Development Committee of Doc Wayne Youth Services, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of planning and consulting services tailored to client needs.

Ashley Woods is a financial advisor at Farther with 18 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory–based approach with proprietary model portfolios and algorithmic rebalancing, utilizing a range of investment vehicles including ETFs, mutual funds, and individual securities.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also manages ARCH Wealth Management LLC. Archambault serves as president of Boston 128 Companies and the Millbrook II Condo Trust Association and is involved in real estate development through Arch Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple platforms and affiliations.

Gracio Garcia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes long-term roles at Park Avenue Securities, Guardian Life Insurance Company, and involvement with the Gentle Giant Rowing Club. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary management and model-based strategies supported by proprietary programs and third-party platforms, with access to a range of insurance products and alternative investments.

Jeremy Jenkins is a financial advisor at Breckinridge Capital Advisors Inc. based in Boston, MA, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked at Breckinridge since 2011 and has been affiliated with Suffolk University since 2005. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, and mutual funds. The firm offers a range of fixed income and equity strategies and employs a combined top-down and bottom-up investment process supported by proprietary technology and a team-based portfolio management approach.