Kawtar Slaoui is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016, serving in various roles within the organization. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Duke Duncan is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Standish Management and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Lynn Kaplan is a CFP® with 45 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency throughout her career. Kaplan serves as a Managing General Agent for fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides a range of advisory services through various program options.

Shannon Brennan is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. She has been with Commonwealth since 2000 and has also been affiliated with CAIP since 1995. Outside of her advisory work, Brennan serves as a Certified Program Instructor for New Hampshire's Impaired Driver Intervention Program. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, enabling advisors to tailor client portfolios with discretionary investment options and distinct program structures.

Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at OSAIC, Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. She also serves as an employee at The Kaleel Company, Inc., assisting with insurance clients and client service. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary models and algorithmic rebalancing across a range of securities while incorporating AI tools alongside advisor judgment.

Michael Merrigan is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Focus Partners Wealth, The Colony Group, GW & Wade LLC, and KPMG in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory services.

Sadie Holdridge is a CFP® and Series 66-licensed advisor at Corient with 16 years of industry experience. She previously spent 10 years with Breeds Hill Capital before joining Corient in 2025. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Jamie Degiso is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at various firms including Santander Securities, LLC, Santander Bank, NA, Cetera Advisors LLC, and Investors Capital Corporation. His current role began in 2025 at TD Bank N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm constructs portfolios using a blend of strategic and tactical asset allocation with both affiliated and third-party investment sub-managers.

Beltran Maroto Tobias is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Boston, MA. He has experience working at several firms including The Colony Group and Focus Partners Wealth. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed income, and offers a variety of model and wrap-fee programs.

Eric Haase is a CFA® charterholder with ten years of industry experience, currently serving as an advisor at Breckinridge Capital Advisors Inc since 2016 in Boston, MA. He has worked exclusively with Breckinridge during his professional career. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm integrates top-down outlooks with bottom-up credit research and employs tax-aware portfolio techniques, managing over $54 billion in client assets.

Ryan Wilkinson is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Commonwealth Financial Network since 2018. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Paul Saganey is a CFP® with 39 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Waltham, MA. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, he is the owner of InTouch Innovations, a financial marketing company serving advisors, small businesses, and charitable organizations, and he is also an author. 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 long-term investment approach complemented by shorter-term adjustments.

William Swenson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with TIAA-CREF since 2005. Swenson serves on the Investment Committee for the New England Innocence Project, which focuses on issues related to wrongful incarceration and criminal justice reform in the New England states. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios under a fiduciary standard.

Christopher Duffy is a CFP® with 26 years of industry experience, currently affiliated with Lincoln Investment since 2012. He is also president of Capital Analysts of New England, a wealth management firm, and serves as a vice chair of planned giving on the board of trustees for the South Shore Hospital Charitable Foundation. Additionally, he holds a role drafting estate planning legal documents with a local law firm. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches through its Investment Management & Research team.

Karen Eames is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. She has been with William Blair & Company since 2015. 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 investment approach across equities, fixed income, and alternative strategies, supporting proprietary models and access to private funds and co-investment opportunities.

Rachel Holbrook is a CFP®-certified financial advisor with nine years of industry experience, currently with Corient in Boston, MA. Her prior roles include positions at Merrill, Bank of America, and UBS Financial Services. She serves on the Investment Committee for Women's Lunch Place, a nonprofit supporting women facing hunger and homelessness in Boston. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools and alternative investment options.

Coley Odonnell is a financial advisor with Commonwealth Financial Network in Hingham, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at Boston Wealth Strategies, MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. 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 around $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Avery Dwyer is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at EP Wealth Advisors, Resolute Financial, Riverview Capital Advisers, Jobletics, and ILLUME. Integrated Wealth Concepts LLC 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, family office, and retirement advisory services, employing primarily long-term strategies with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Richard Allred is a CFP®, CFA®, and Series 66-designated financial advisor with 20 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Core Wealth Advisory since 2021. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm provides comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody and clearing services.

Christopher Mackey is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at the Bulfinch Group and ThousandEeys among other firms. Guardian Life’s subsidiary, Park Avenue Securities, serves a range of clients including individuals, pension plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.