Richard Lunetta II is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities since 2020 and has been affiliated with Guardian Life Insurance Company since 2015. Outside of his advisory role, he serves as an Education Coordinator for Business Network International. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

Jacob Battersby is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has one year of industry experience. His career includes roles at Atlantic Planning Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he assists with back-end support for his wife's online fitness coaching business. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Kelleher is a financial advisor at Breckinridge Capital Advisors Inc with 14 years at the firm and three years of industry experience. He holds a Series 65 credential and is based in Boston, MA. 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, and mutual funds. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Boris Lokshin is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Primerica Advisors and Park Avenue Securities, and has previously worked with Guardian Life Insurance Company, Berkshire Equity Sales, Inc., and Berkshire Life Insurance Company. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Rebecca Peterson is a financial advisor with Commonwealth Financial Network in Arlington, MA, holding the ChFC® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Commonwealth and Owings Financial Services since 2001. Outside of advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors with investment management, trading, compliance, and practice management services.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, Cetera Advisor Networks, Pangea Wealth, and John Hancock Funds. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Jeffrey Corey is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Claro Advisors LLC, Mutual Securities Inc, and Stifel Nicolaus & Co Inc. Outside of his advisory role, he operates as an independent insurance agent providing life, health, and variable insurance solutions. 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, utilizing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income while maintaining assets with third-party custodians.

David Richards is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 19 years of industry experience, including over 12 years with CRR Wealth Management, LLC, and more than 30 years as managing partner of CRR, LLP, a public accounting firm where he performs tax and consulting services. Richards is also a partner in Calculated Exit Partners, LLC, providing merger and acquisition advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisor-support platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Diego Bello is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding CPA credentials and five years of industry experience. He has been with Integrated Wealth Concepts since 2021 and also operates Diego A. Bello, CPA PC, which he has managed since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of customized portfolios and third-party asset managers while maintaining a long-term investment approach.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. 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, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Howard Nellhaus is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at VOYA Financial Advisors and Financial Horizons. Nellhaus also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Alan Zwicker is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial, LLC. He also provides administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm serves individual clients with investment recommendations and annual financial reviews while operating under a cost-and-expense-plus arrangement within the Schwab ecosystem.

Scott Smith is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Commonwealth since 2005 and was also associated with Beacon Investment Management, LLC for 15 years. In addition to advisory work, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Gabriel Vides is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work history includes roles at UBS Financial Services, JP Morgan Chase bank, J.P. Morgan Securities, Merrill, and Bank of America. 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 financial planning, portfolio management, and consulting services through multiple program structures, favoring non-discretionary recommendation-based relationships.

Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2022, she worked at Daintree Advisors LLC for 11 years. Shahian serves as a trustee and member of the finance committee at Gordon College and is also on the board and finance committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Nicholas Decelles is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and no prior industry experience. His work history includes roles at TD Bank since 2023 and prior positions in education and sports management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Richard Fingerman is a CFP® professional with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he worked for Financial Planning Solutions, LLC for 12 years. Outside of his advisory role, he has maintained a small rental real estate business since 1982. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm emphasizes manager selection through a proprietary due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Nicolas Souffrant Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior firms include Fidelity Investments, JPMorgan Chase Bank, and Citizens Securities. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors and high-net-worth individuals. The firm offers various services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily delivering non-discretionary recommendations.

Erin Babineau is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. Her work history includes roles at Blakely Financial, Raymond James Financial Services, and Lightship Wealth Strategies. Outside of financial advisory, she has operated Babineau CPA LLC and has experience working in a university budget and financial office. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.