William Vigor is a financial advisor with TIAA-CREF who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans as well as trusts, estates, and small retirement plans. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Tyler Calder is a CFP® with 10 years of industry experience, currently with Cerity Partners LLC in Boston, MA. He previously worked at Wilmington Trust / M&T Bank and TD Bank. Cerity Partners advises a diverse range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Jake Rozhansky is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His background includes roles in both insurance and real estate sectors, as well as prior work with sports organizations. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers 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 provides access to proprietary programs, third-party advisory solutions, and insurance products.

Dennis Miller is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has 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. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, using a combination of model portfolios, technology-enabled tools, and both discretionary and non-discretionary account management.

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. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments and various positions outside finance, such as at Boone Street Market Place and Pfizer. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and both discretionary and non-discretionary management approaches across a broad product shelf.

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.

Stacy Putnam is a financial advisor at TD Private Client Wealth LLC in Boston, MA, with 13 years of industry experience. She holds the Series 66 designation and has been with TD Bank and TD Private Client Wealth since 2012. Outside of her advisory role, she manages a seasonal Airbnb rental property with her husband. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party managers.

Gregory Williams is a financial advisor at Guardian Life with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife. He is based in Braintree, MA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary and model-based portfolio management, and access to proprietary and third-party investment solutions.

William Mcmillan is a CFA® charterholder with 12 years of industry experience. He has been with Commonwealth Financial Network since 2006. 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 hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jonathan Derby is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He previously worked at The Colony Group, LLC for five years and led Derby and Company Inc for 29 years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Giuseppe Feraco is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Prior to that, he worked at LPL Financial and Uvest Financial Services Group, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory and brokerage services, including a digital advisory program and a Managed Account program.

Erika Van Lingen is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Santander Bank, Santander Securities, Merrill, and Fidelity. VOYA Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver advisory solutions through both non-discretionary and discretionary account structures.

Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.

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 experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and previously worked at GW & Wade LLC and GW & Wade Asset Management Company. Outside of her advisory role, she has minimal involvement as an investment property owner. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Nicolas Spanos is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience, including prior work at Fidelity Investments. Outside of finance, he has been involved with the North River Yacht Club. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines technology-enabled tools and model portfolios to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Simon Heslop is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. for 11 years and earlier at Greystone Financial Advisors. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and educational programs, implementing customized investment strategies that combine quantitative and qualitative analysis.

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.