Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

William Weydemeyer is a CFP® professional with 14 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at GWFS Equities, John Hancock, and Santander Securities. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Thomas Livingstone is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including two years at Fidelity Investments prior to joining Voya. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charities, and corporate clients through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, primarily managing assets on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, a wholly owned 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, consulting, and education services tailored to client needs.

Marshall Dodge is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2018, previously spending nine years with John Hancock. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Shannon Tivnan is a financial advisor at VOYA Financial Advisors, Inc. with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining VOYA, Shannon worked at Fidelity Investments for three years. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm employs a mix of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Erik Oleary is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at New York Life, Securian Financial Services, and SagePoint Financial. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Brian Lopez is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at CIBC World Markets Corp., Boston Private Wealth LLC, and Sentinel Securities, Inc. He serves as a trustee for the South Bedford Condominium Trust in Waltham, MA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing a combination of proprietary and external managers, and is notable for managing a high asset-to-advisor ratio and serving investment company clients.

Nicholas Rossi is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC in Needham, MA. He has worked at several firms including Northward Financial Group, Weston Securities Corporation, Washington Trust Advisors, and Ameriprise Financial Services. Outside of his advisory role, Mr. Rossi is an owner of Northward Financial Group and is also a licensed independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Ognjen Sosa is a financial advisor at Breckinridge Capital Advisors Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2007. Outside of his advisory role, he serves as an advisor to the technology startup Inspired Futures AI, LLC, providing guidance on growth strategy. Breckinridge Capital Advisors manages over $54 billion in client assets, offering separately managed fixed income and equity strategies, sub-advisory services, and investment management primarily through intermediaries. The firm combines top-down outlooks with bottom-up credit research and employs rules-based models, emphasizing tax-aware techniques executed through proprietary portfolio management systems.

Edward Valestin is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Boston, MA. His prior experience includes roles at JPMorgan Chase Bank, N.A., and JPMorgan Securities, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection guided by Charles Schwab & Co.’s proprietary models and research tools.

Daniel Galli is a CFP® and ChFC® with 40 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has previously worked with Goldman Sachs and PFE Advisors, Inc. Since 2002, he has also served as an instructor and guest lecturer at Boston University, delivering online educational webinars and updating course materials in retirement planning and employee benefits. Galli is the president of the Financial Planning Association as of 2025. 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 employs a variety of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers multiple program platforms supported by third-party technology and management.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Alkon & Levine PC for more than four decades. Levine is currently involved with Lga LLP as well. 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, and family office services, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income, while employing a long-term investment approach.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Amazon for six years and served in the U.S. Marine Corps for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within a long-term, tax- and fee-sensitive framework.

Natasha Esplin is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Voya in 2026, she worked at Wells Fargo Clearing Services for three years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients, delivering services through a large network of advisors and a product platform that includes both affiliated and unaffiliated investment products.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Steven Misdea is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Guardian Life since 2015 and also operates Misdea Financial and Insurance Services, focusing on insurance products. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.