Justin Demartin is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and other firms. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a preference for non-discretionary client recommendations.

Matthew Ellsworth is affiliated with Commonwealth Financial Network and holds experience as a Tax Preparer and Tax Account Manager at Jay T. Lind, CPA, PC since 2008. Although he has no industry experience as a financial advisor, his background includes providing CPA services for over 18 years. 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, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Mark Ragucci is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JMP Securities LLC, Citizens Capital Market, and Citizens Securities, Inc. He is based in Westwood, MA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. 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, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income.

John Murray is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at G.W. & Wade Asset Management Company, Inc. for 22 years and The Colony Group, LLC for two years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering a mix of active and passive investment strategies within an “enhanced open architecture” framework. The firm provides comprehensive financial planning and access to private funds while maintaining several atypical relationships through affiliated entities and legacy strategies.

Robert Markus Jr. is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 credential. He joined Cerity Partners in 2024 after completing ten years of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm offers investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jared Bishop is a Series 65-licensed financial advisor with Schwab Wealth Advisory in Chestnut Hill, MA. He joined the firm in 2025 and has prior experience at Charles Schwab, Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Jared has a legal background with several years at law firms before transitioning to financial advising. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on proprietary research and standard models, with client authorization required for all trades.

Blake Stuart is a CFA® charterholder with over four years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has a prior work history at North American Management Corp spanning 13 years. Outside of his advisory role, Stuart serves as president and board member of North American Legacy Corp, a nonprofit organization. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Maxwell Grafton is a CFP® professional at Voya Financial Advisors, Inc. with six years of industry experience. He has previously worked at Fidelity Investments, Merrill, Presidio, General Security, and Fiduciary Investment Advisors. Earlier in his career, he was associated with Spanky's Clam Shack and Seaside Saloon and attended Fairfield University. Voya Financial Advisors 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 financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a significant focus on non-discretionary advisory relationships.

Robert Hitchcock is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Centaurus Financial since 2000. Outside of his advisory role, he is involved with the Estate Planning Team to represent and market deferred sales trust services and owns The Thorndike Company, LLC, overseeing its operations and marketing. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a blend of fundamental and technical investment analysis.

Brian Gioscio is a CFP® professional at CWM, LLC with eight years of industry experience. His prior work includes roles at Boston Retirement Group, John Hancock, and Concord Wealth Management. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach that integrates in-house investment committees, third-party sub-advisors, and customized investment tools.

Ryan Campbell is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and The Bulfinch Group. Outside of his advisory work, he serves as head coach for a high school freshman hockey team. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Anne Kelly is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Putnam Investments Putnam Retail Management for 32 years and has held roles at Empower Retirement and First Republic. 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Timothy Winn is a CFP® with nine years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years at Heritage Financial Services. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.

David Beatty is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. He is currently with Cerity Partners LLC and has held prior roles at First Trust Direct Indexing LP, Entwood Holdings LLC, Veriti Management LLC, and Daintree Advisors LLC. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a broad set of affiliated capabilities.

Stewart Staunton is a financial advisor at Rockefeller Financial LLC based in Boston, MA, holding a Series 66 designation with seven years of industry experience. He has worked within various entities of the Rockefeller organization since 2021 and previously held roles at Wells Fargo Clearing and Randstad Professionals. 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 a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Michael Graff is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2019. Prior to that, he was with Foundations Investment Advisors, LLC from 2015 to 2019. Outside of his advisory work, Graff is a certified Rider Coach with the Motorcycle Safety Foundation and teaches motorcycle riding instruction part-time during spring and summer months. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, including proprietary solutions, and offers discretionary portfolio management through a combination of internal teams and external sub-advisors.

Mark Mcgaunn is a CFP® and PFS™ credentialed advisor with over 21 years of experience. He is currently with Integrated Wealth Concepts LLC and has also been associated with LPL Financial and Mcgaunn & Schwadron, CPAs, LLC. Outside of advisory services, he is involved with Mcgaunn & Schwadron, CPAs, an independent CPA and investment advisory firm. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Jeffrey Covitz is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2020, following roles at Epg Incorporated and Stoneham Bank. Janney Montgomery Scott LLC is a large 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, corporate clients, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.

Mark Mahoney is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab & Co., ThomasPartners, Inc., and MFS Institutional Advisors Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s guidance is based on Schwab’s asset allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.