Adam Willis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Colony Group, GW & Wade, Trust Advisory Group, Ltd., and Table Rock Infrastructure Partners. In 2018, he was involved in a US Senate election and also spent three years affiliated with UMass Amherst. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm follows an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Stephen Marsters is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and KP Law, PC. Focus Partners Wealth, LLC 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 retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Dylan Cantara is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of advising, he is a partner managing a basketball league called Embargo. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and multiple program structures, including wrap programs and third-party money manager access.

John Ciccone Sr. is a financial advisor with Commonwealth Financial Network in Boston, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Commonwealth Financial Network since 2006 and is also the president and sole owner of Capital Navigation Group, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, 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.

Rebecca Vautour is a financial advisor at William Blair with three years of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Alexandra Bauer is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and Sheeley & Partners Wealth Management. Outside of financial services, her background includes roles in hospitality and retail. 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 provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice mainly through non-discretionary, recommendation-based programs.

Christopher Stuart is a financial advisor with Allworth Financial, L.P., holding the CFA® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including roles at Shorepoint Capital Partners and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients, including high-net-worth individuals, trusts, and corporate entities. The firm offers customized portfolio management and financial planning services using a variety of model strategies and third-party sub-advisers, and it maintains specialized business divisions such as an Airline division and affiliated tax and brokerage practices.

Thomas Milne is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Integrated Financial Partners. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering a range of financial planning and portfolio management services through multiple program structures. The firm provides primarily non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Ariana Polk is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with 14 years of industry experience. She has been with Breckinridge since 2008. Breckinridge Capital Advisors manages over $50 billion across a diverse client base, offering fixed income and equity strategies with a focus on customization and tax-aware services. The firm combines top-down macro analysis with bottom-up research, employing rules-based models and proprietary technology to support portfolio construction and trading.

Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets and AssetMark, Inc. Valley has a background that includes consulting at Deloitte and a period of full-time education at Bentley University. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Amy Lampert is the principal of The Lampert Advisory Group with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, Lampert serves as a FINRA arbitrator, consults on organizational change and executive coaching, teaches courses at Brookline High School Community and Adult Education, and is a trustee of the Brookline Symphony Orchestra. The Lampert Advisory Group acts as an investment manager specializing in pooled investment vehicles and institutional accounts, utilizing alternative fee structures rather than percentage-of-assets-under-management fees. The firm maintains a compact operational profile with no individual clients or other advisors on record.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Duke Laflamme is a CFA® charterholder based in Boston, MA, with three years of industry experience. He has been with Corient and its affiliated entities since 2022, following a 24-year tenure at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

James Johnston is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has been associated with The Colony Group, LLC since 2016. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan 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.

James Gilloran is a CFP® with 10 years of experience in financial advising, currently with Corient in Boston, MA. His prior roles include positions at Eaton Vance WaterOak Advisors and Argent Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm offers specialized services through affiliated entities, including private fund advisory and trust services.

Hunter Shaughnessy is a financial advisor at Farther with a Series 65 credential and one year of industry experience. Prior to joining Farther, he held roles at SAP America and other organizations across various sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Rebekah Pennell is a CFP® professional with nine years of industry experience, currently serving at Creative Planning. Her prior work includes roles at Ferris Capital, Fidelity Brokerage Services, and Hillsdale College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Colony Group, Derby and Company, Ferris Capital, Siharum Advisors, and Kobren Insight Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jason Friday is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2017, he worked at Sii from 2015 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a managed account program, and is 100% owned by Citizens Bank, N.A.