Jake Rozhansky is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and involvement with sports organizations such as The Kraft Group (New England Revolution II) and several Israeli basketball teams. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

David Hanafin is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes positions at Northern Bank & Trust and Infinex Investments, Inc. Hanafin also serves as a liaison for insurance-related activities connected to banking clients. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a variety of solutions including financial planning, ERISA plan services, access to alternative investments, and lending options, with a notable emphasis on predominantly non-discretionary assets managed by a large network of investment adviser representatives.

Dennis Miller is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Equitable Advisors, Token Metrics, Next Capital Tech, and Wellington Management. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services, including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based relationships.

Jennifer Watson is a financial advisor at Savant Wealth Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent 20 years at Heritage Financial Services, LLC. Watson joined Savant Wealth Management in 2026. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates.

Harrison Courville is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He has worked previously at Fidelity Investments and held various roles outside finance, including positions at Boone Street Market Place, Mobile Fencing Inc., and the University of Rhode Island. Voya Financial Advisors 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 a range of advisory services through multiple program structures, emphasizing recommendation-based, non-discretionary client relationships alongside traditional brokerage offerings.

Christina De Sario is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has been with Commonwealth since 2017 and previously worked at SimpliSafe, Inc. from 2015 to 2017. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Edward Silbert is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over three decades at Fidelity Brokerage Services, Inc., as well as roles at Pinnacle Private Wealth, LLC. Outside of his advisory work, he is involved in managing a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research-driven processes.

Gregory Williams is a financial advisor with Guardian Life and holds a Series 66 designation. He has 28 years of industry experience, including eight years at Mass Mutual Investors Services and sixteen years at Metlife Securities Inc. His current roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

William Mcmillan is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2006. He is based in Waltham, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Jonathan Derby is a financial advisor with Focus Partners Wealth, LLC, based in Newton, MA, and has 22 years of industry experience. He has worked at The Colony Group, LLC since 2021 and previously operated Derby and Company Inc for nearly three decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Giuseppe Feraco is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Citizens Securities since 2015 and also worked at Citizens Bank from 2015 to 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a business model that integrates bank, broker-dealer, and advisory functions.

Erika Van Lingen is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. She holds a Series 63 and Series 66 designation and has worked at Voya in various capacities since 2014, including her current role since 2019. Her prior experience includes roles at Santander Bank, NA and Santander Securities, LLC. Voya Financial Advisors, Inc. serves a diverse client base that includes individual investors, institutional clients, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with an emphasis on non-discretionary, recommendation-based advice.

Thomas Hoffman is a Series 63-registered financial advisor with Capital Analysts, where he has worked since 1985, accumulating 40 years of industry experience. He has also been affiliated with Lincoln Investment since 2012. Hoffman is a founding board member and treasurer of the South Shore Special Needs Athletic Partnership, a nonprofit supporting special needs individuals. Additionally, he holds various community roles, including involvement with youth football and local veterans’ organizations. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a variety of programs and custom portfolios. The firm’s investment decisions are guided by an in-house research team using proprietary screening processes and it maintains affiliations with Lincoln Investment and Pershing/BNY to enhance client service options.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Securities Corporation and Bolton Global Capital for 20 years. 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 advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services to mutual funds, 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.

Kelli Adams is a CFP® with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at GW & Wade LLC and GW & Wade Asset Management Company. Outside of her advisory role, she owns an investment property with minimal involvement. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Nicolas Spanos is a financial advisor at Voya Financial Advisors, Inc. located in Boston, MA. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Voya Financial Advisors, he held roles at Fidelity Investments and Enterprise Mobility. Outside of his advisory roles, he has been involved with the North River Yacht Club. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers a range of financial services including planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based advice delivered through various program structures.

Stanton Green is a financial advisor at Lincoln Investment with 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. He holds Series 63 and Series 65 credentials. 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 financial planning, ERISA retirement plan advice, and a range of managed portfolio options, utilizing both strategic and dynamic investment approaches.

Jeffrey Harrington is a CFP® professional based in Waltham, MA, with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years with Argent Wealth Management LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-manager approach that includes affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles to meet client needs.

Alexander Keller is a financial advisor with Corient in Boston, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and previously worked at Surevest Private Wealth, Ameriprise Financial Services, and New York Life Insurance. Keller has been with Corient and related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, employing risk management tools and alternative investments as appropriate.