Bela Vonnak is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Empower, Bela held roles at Mutual of America, Sentry, Gardner Resources Consulting, and several technology companies including Meta and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Jennifer Shepley is a CFP® with 27 years of experience in the financial services industry. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked since 1997. Outside of her advisory role, she volunteers as an English teacher for immigrants in New Bedford, Massachusetts. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a wide range of clients, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary management strategies, access to proprietary and third-party advisory programs, and integrates insurance products and alternative investments through its connection with Guardian Life.

Jeffrey Feccia is a CFP® professional with eight years of industry experience, currently affiliated with Creative Planning. His prior roles include positions at Morgan Stanley and Eaton Vance Management. Outside of his advisory work, he is the sole proprietor of a holiday-themed agriculture business called Christmas Tree For Me. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure across a broad range of service offerings.

Benjamin Halpern is a Certified Financial Planner® with 25 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, MassMutual, TIAA, LPL Financial, and Cetera Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their planning approach.

Sangita Rousseau is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company since 2007. Rousseau serves on the board of The Bulfinch Group Charitable Foundation. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, businesses, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at GW & Wade LLC for three years and has a background that includes seven years at Square Cafe. Smyth holds a Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, providing both discretionary and non-discretionary management alongside financial planning and consulting services.

Andrea Stackland Winterer is a CFP® with 26 years of experience in the financial services industry. She has worked at Farther since 2025, following sixteen years at Commonwealth Financial Network and two years at Ameriprise. She is also owner of E3 Financial Planning, LLC, an insurance and financial planning business. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Donald Cohen is a financial advisor with Commonwealth Financial Network, holding 14 years of industry experience. He has been associated with Abrams Little-Gill Loberfeld PC since 1987. 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 provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has six years of industry experience and has worked at firms including LPL Financial LLC and Equitable Advisors, 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, using portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Christy Turner is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has worked at &PARTNERS since 2025, following nine years at Wells Fargo Clearing and six years at American Century Investment Management Inc. &PARTNERS serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

Thomas Harmon is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Park Avenue Securities and the Bulfinch Group. Harmon serves on the board of directors for The Bulfinch Group Charitable Foundation, focusing on fundraising and grant-making activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and 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 access to insurance products and alternative investments.

Kenzie Ferris is a Certified Financial Planner® at Savant Wealth Management with nine years of industry experience. She previously worked for Heritage Financial Services for sixteen years before joining Savant in 2026. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates supported by affiliated accounting, legal, and trust service entities.

Stephen Hollingsworth is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services Advisors Inc. for 15 years. Outside of his advisory work, he serves as treasurer of a high school football club and is an agent selling group life and disability insurance to law enforcement through Adele Financial Services, LLC. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integrated operational tools.

Sara Letourneau is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Her previous roles include positions at The Bulfinch Group, CareLink RI, and Woodard & Clark Tax & Wealth Advisors. Sara is involved with ASH/Innovative Underwriters in a limited capacity. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Mark Gudaitis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2008. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to deliver customized portfolio management, financial planning, and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Bryan Woodford is a financial advisor with Commonwealth Financial Network, holding five years of industry experience. He has worked at Commonwealth since 2020 and concurrently operates Woodford Law, PC, a law practice established in 2008. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios and distinct program structures.

Victoria Trotsky is a financial advisor with Rockefeller Financial LLC in Boston, MA, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Her prior roles include positions at Rockefeller & Co., Cambridge Associates, and currently Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a combination of discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides an integrated investment platform with access to equities, fixed income, alternatives, and customized managed account services.

Hao Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience at Profit Financial and WFGIA. Outside of his advisory role, he manages business expenses through a separate company and oversees rental property operations. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered investment adviser and broker-dealer with affiliated retirement and recordkeeping entities.

Patrick Caine is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked for Putnam Retail Management for 10 years and has been the owner of Somerville Collectibles, a sports card buying and selling business, since 2024. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers a broad range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines internal and external strategists with technology-enabled tools to deliver customized investment solutions through both non-discretionary and limited discretionary account management.