Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

William Smiegal is a CFP® with 10 years of experience, currently working at The Colony Group, LLC since 2016. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm based in Boston, MA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, utilizing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Hanley is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. Outside of his advisory work, he owns a resort property rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Edward Evers is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc and Cantella & Co., Inc. In addition to his advisory role, he is also active as an insurance producer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Ngan Wedemeier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at Empower Financial Services since 2022 and previously held roles at Citizens Securities and Ameriprise Financial Services. Wedemeier was also involved with the Walton School PTO from 2010 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Donald Cohen is a financial advisor with Commonwealth Financial Network, holding 14 years of industry experience. He has been associated with Abrams Little-Gill Loberfeld PC since 1987. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Christy Turner is a CFA® charterholder with 22 years of industry experience. She is currently with &PARTNERS in Boston, where she has worked since 2025. Prior to joining &PARTNERS, she spent nine years at Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, combining fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Bruce Goodman is a financial advisor at Hightower Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Shepherd Financial Partners, Bickling Financial Services, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in selling and servicing life, health, and disability insurance. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diversified investment strategies.

Steven Rugo is a financial advisor with Empower Advisory Group in Wakefield, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at GWFS Equities, Inc. since 2018 and John Hancock Distributors, LLC from 2014 to 2018. Outside of investment-related activities, he owns and operates an investment property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Sullivan is a CFP® certificant based in Boston, MA, with 10 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has previously been associated with The Colony Group, Ballentine Partners, Citizens Securities, and Fidelity Brokerage Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio construction framework, utilizing both fundamental and quantitative analysis.

Kyle Neidhardt is a CFA® charterholder based in Boston, MA, with six years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years with Taylor Wealth Management Partners. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, complemented by integrated tax, accounting, and family office services.

Richard Robb is a CFP® with 40 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously spent ten years at Capital Management Partners and has been with Commonwealth Equity Services, Inc. since 1990. Outside of his advisory work, he serves as Board Chair of Tire Conversion Technologies Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ava Palazzolo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and based in Marblehead, MA. She has one year of industry experience, including roles at Commonwealth Financial Network and Blakely Financial. Her background also includes work in education and the pharmaceutical and food industries. 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 that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jacqueline Price is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation. She has worked at Cerity Partners since 2021, with prior experience at Putnam Investments and Grantham Mayo Van Otterloo & Co. Before entering the financial industry, she spent eight years in full-time education. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm employs a tailored asset-allocation approach with proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-market offerings and affiliated service units.

Matthew Conroy is a CFP® professional with 12 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years at Argent Wealth Management. Conroy also has over a decade of experience with Pillar Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Mark Gudaitis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2008. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to deliver customized portfolio management, financial planning, and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Matthew Almeida is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Mariner and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Citi Private Bank. Almeida is based in Boston, MA. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide discretionary, customized portfolios and also offers integrated tax, accounting, and family office services.

Lisa Cardinal is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at GWFS Equities, Inc. since 2012. Cardinal is also an independent associate of the Framingham State alumni association and serves frequently on one of their committees. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Stephen Armstrong is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Great West Life & Annuity Insurance Company since 2009. Outside of his advisory role, he works as a contract driver for Uber, DoorDash, and Lyft, typically outside normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, employing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time plans and offers optional managed account solutions.

Victoria Trotsky is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Rockefeller Capital Management, Rockefeller & Co., and Cambridge Associates. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.