Kayleigh Harris is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. She has worked at Cerity Partners since 2022 and previously held positions at Evofem Biosciences and Rippling. Prior to entering the financial industry, she spent four years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative tools, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Cristina Delsol is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 credentials and 28 years of industry experience. Her career includes roles at TD Bank N.A., Fidelity Investments LLC, Nylife Securities LLC, New York Life Insurance Co, and ACF International Inc. She serves as a board member of the Medford Chamber of Commerce, attending monthly meetings and supporting local business interests. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from affiliated and third-party managers.

Samuel Nogueras is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Bank, and Citizens Securities. Before entering the financial sector, he worked in graphic design and media services. 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 customers. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers, offering clients portfolio management, financial planning, and custody services.

Adam Hershman is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Securities Inc. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through recommendation-based, non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Daniel O'Neill III is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and SII. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mark Lapman is a CFA® charterholder with 17 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing pension assets for the Commonwealth of Massachusetts. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial 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 within an enhanced open architecture framework.

Michael Waldron is a CFP® and CFA® at Savant Wealth Management with 11 years of industry experience. He previously worked at Heritage Financial Services for 12 years before joining Savant. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting approximately $55.6 billion in assets under management.

Jared Ravech is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. Prior to joining Savant, he worked at Heritage Financial Services and Integrated Financial Partners. His background also includes several years in education before entering the financial advisory field. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a range of wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.

John Hellmuth is a CFP® with 43 years of industry experience, currently affiliated with Commonwealth Financial Network and T.A. Holland & Co. He has worked at Cetera Advisor Networks LLC from 2013 to 2021 before joining his current firms. Outside of advisory work, he is co-owner of T.A. Holland & Co. Insurance, LLC, which facilitates property and casualty insurance business, and owns CTL Capital Holdings, LLC, a non-investment related entity. Commonwealth Financial Network is a registered investment adviser that supports a nationwide network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Sandro Gelfusa is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Savior Wealth, Morgan Stanley, and UBS Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technological support.

Timothy Demeritt is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. His prior experience includes work with Osaic FA, Inc. from 2008 to 2016. He is based in Franklin, MA. 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, and family office services, employing a long-term investment approach combined with targeted shorter-term trading and oversight of third-party asset managers.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials with 33 years of industry experience. Her prior experience includes twelve years at JPMorgan Chase Bank and J.P. Morgan Securities. 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, estates, and institutional clients, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Patrick Considine is a financial advisor at Integrated Wealth Concepts LLC in Newton, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial LLC, BNY Mellon Investment Servicing US Inc., and the Commonwealth of Massachusetts. 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, consulting, and family office services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Ashley Weir is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. She previously worked at Belle Haven Investments, LP for nine years before joining Breckinridge in 2025. She holds Series 63 and Series 65 designations. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management for individual, high‑net-worth, and institutional clients. The firm combines top‑down investment outlooks with fundamental research and rules‑based models, emphasizing tax‑aware techniques and proprietary portfolio management systems.

Robert Pelland is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPM Chase and Santander Securities, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing strategic and tactical asset allocation combined with investments from both affiliated and third-party sub-managers.

Meagan Rogers is a CFP® and CFA® with eight years of industry experience. She is currently with Allworth Financial, L.P. and has previous experience at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and incorporates technology to manage held-away employer retirement accounts without requiring client login credentials.

Oliver Scholle Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Commonwealth since 2015, including his current tenure starting in 2018, and also works with Harvest Wealth Management. Outside of advising, he is a co-owner of Brooks Point, LLC, an entity involved in managing residential real estate in Fishers Island, NY. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, technology, and compliance support to affiliated advisors.

Harold Lico is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Edward Jones Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset allocation models and internal research tools.

Mitchell Day is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Voya, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and he served in the U.S. Air Force for six years and the New Hampshire Air National Guard. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of financial services including planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary client relationships delivered through multiple program structures.

Alyssa Zimmerman is a financial advisor with Empower Advisory Group in Boston, MA. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior roles include positions at Empower Financial Services, Zim Consulting, and career center work at Case Western Reserve University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, featuring point-in-time financial plans and optional managed accounts.