Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine years at Raymond James & Associates. Janney Montgomery Scott LLC 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and various advisory programs.

Ronald Cooper Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Danvers, MA. He has been with New York Life since 2001 and leads The Cooper Fauteux Team since 2026. Outside of his advisory role, he owns Greyhorn LLC, a clothing company involved in product design and distribution. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a notable focus on retirement plan clients.

Lee Newman is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Guardian Life since 2018, including his current role beginning in 2024, and previously worked at JF Hillebrand. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

David Mc Cabe is a financial advisor with Corient in Boston, MA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His career includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, and Voyageur Asset Management. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and offering specialized private fund capabilities.

Jennifer Kundrot is a CFP®-certified financial advisor with nine years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been associated with Financially in Tune, Salem Five Investment Services, and LPL Financial, LLC. Outside of her advisory role, she is a co-owner of a real estate rental business in Belmont, Massachusetts. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, employing both active and passive investment strategies across public and private asset classes.

John Ligget IV is a financial advisor at Corient in Boston, MA, holding a Series 65 designation with five years of industry experience. He previously worked at Penobscot Investment Management Company, Inc. and BNY Mellon (Pershing LLC). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Elizabeth Bivings is a CFP® professional associated with Beacon Pointe Advisors, LLC, bringing 18 years of industry experience. She previously worked at Artemis Financial Advisors LLC for 17 years and continues to assist with transitioning its advisory business following an acquisition. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, providing wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Andrew Graham is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at LPL Financial, Mass Mutual Life Insurance Company, and Edward Jones. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

James Taylor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth and The Savings Bank since 2000. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and operational services. The firm offers diverse investment solutions including discretionary model portfolios and personalized indexing options.

Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Michael Buxbaum is a CFP® professional with 33 years of experience, currently serving at Commonwealth Financial Network since 2015. He holds the Series 63 designation and operates out of Gloucester, MA. Outside of his advisory role, he owns Mrb Companies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Dylan Chandler is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA with 2 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Outside of finance, he has experience in manufacturing and party rental businesses. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, retirement-plan advisory, and other services to individuals, institutional clients, and charitable organizations. The firm combines model allocations, technology tools, and a broad product shelf to deliver investment solutions through a large network of representatives.

Fateh Sokkar is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Pioneer Financial Group, and New York Life. He is also involved in group insurance activities with Principal. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a mix of proprietary and third-party investment strategies and a lower-fee hybrid digital advisory solution.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.

Jaymes Torok is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Security, Guardian Life Insurance Company, and The Ohio State University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and outside strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Paiva is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at Ernst & Young for a total of five years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Finney is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held roles at Overvue, Inc., Bleakley Financial Group, LPL Financial LLC, and other firms. He has worked primarily in the Boston, MA area. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes and offers comprehensive reporting and plan-level analytics.