Kevin Pitts is a financial advisor at EP Wealth Advisors in Norwood, MA, holding a Series 65 designation. He has experience working in education and retail prior to joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and various investment strategies, including fundamental and technical analysis, options, and alternative investments.

Kamryn Person is a financial advisor at Schwab Wealth Advisory, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held roles at Citizens Bank, Citizens Securities, and Charles Schwab & Co., Inc. Outside of finance, Kamryn is self-employed as a singer and band leader, performing with the concert venue Off The Rails since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has previously worked at LPL Financial, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Galego is involved in providing advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary and third-party platforms and employs a fiduciary-based advisory model utilizing a range of investment strategies and third-party managers.

Charles Bean III is a financial advisor with Savant Wealth Management in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including 30 years at Heritage Financial Services prior to joining Savant in 2026. He also serves as a trustee for a family trust in a non-investment-related capacity. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated entities offering legal, accounting, and trust services.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Outside of his advisory role, Morrissey serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies and manages both model and specialist portfolios.

Randall Franco is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at Fidelity Investments, Careerist, and various other companies. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a broad network of advisors.

Ashley Lareau is a CFP® professional with six years of industry experience. She has worked at Allworth Financial, L.P. since 2025 and spent 14 years at Shorepoint Capital Partners LLC prior to that. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies and offers education through newsletters, podcasts, and seminars.

Sophia Cross is an investment adviser representative at VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and has a background that includes full-time education and various other roles. In addition to her advisory role, she is a licensed insurance agent who occasionally offers insurance products to clients. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm combines in-house and external strategists with technology-enabled tools to support investment decisions, offering both discretionary and non-discretionary account management options.

Matthew Sugden is a financial advisor with Commonwealth Financial Network in Waltham, Massachusetts. He holds a Series 66 designation and has 21 years of industry experience. He has worked with Commonwealth since 2004 and joined LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing roughly $212.7 billion in client assets.

Wei Xue is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at New York Life Insurance Co., NYLIFE Securities LLC, Eagle Strategies, Golden Summit Insurance & Financial Center Inc., and OpenWin Financial & Insurance Services LLC. Wei Xue is also a notary public in Massachusetts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Joseph Buckley is a CFP® with 26 years of industry experience, currently serving at OSAIC Institutions, Inc. He has held positions at Brookline Bank, Infinex Investments, LPL Financial, and People's United Advisors, with a significant tenure at People's Securities, Inc. His career spans both advisory and financial services roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing third-party promoters and subadvisory relationships.

Gracie Le Du is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, she held roles at Lululemon, Morgan Stanley, Urban Outfitters, Marriott, and Victoria's Secret. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations across a large network of investment adviser representatives.

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with access to diversified investment vehicles.

William Montague is a CFP® and CFA® charterholder with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Cynosure Group, SVB, Bay State Financial, and other firms. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Karl Baumann is a financial advisor with Integrated Wealth Concepts LLC, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. He has worked with Lincoln Financial Advisors and has been involved with his own firm, Baumann & Company, Inc., as well as Baumann & Baumann CPAs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Jenny Hallstrom is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Guardian Life and Park Avenue Securities and previously was affiliated with The Bulfinch Group. Outside of her advisory role, she serves as a notary public. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a 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 and consulting services tailored to client needs.

John Foley is a financial advisor at Commonwealth Financial Network in Needham, MA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Commonwealth since 2013. In addition to his advisory role, he spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and multiple program structures, while providing operational and compliance support to affiliated advisors.

Patrick Mcguiness is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 12 years of industry experience. His career includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, Bank of America, Merrill, and Edward Jones. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party managers, providing ongoing portfolio management and financial planning support.

Bailey Fielding is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Integrated Wealth Concepts in 2025, Bailey worked at Dakota Wealth, LLC and Dakota Tax Services LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Shaquille Johnson is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Voya in 2018, he worked at Best Buy and STCC. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and third-party investment products with a focus on client-approved, non-discretionary relationships.