Stephen High is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BlackRock, Merrill, Bank of America, and Commonwealth Financial Network. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies, primarily through non-discretionary client-approved relationships.

Benjamin Kachur is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans tailored to their goals and financial needs. He emphasizes understanding clients' priorities through attentive questioning and listening, using Fidelity's investment tools to construct and monitor financial plans. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024 before assuming his current role in 2024. His approach involves continuous progress monitoring and plan adjustments in response to changes in clients' situations and economic conditions. Outside of his professional work, Benjamin enjoys fishing, fitness, golf, running, and skiing.

Stephanie Mccann is a financial advisor with Commonwealth Financial Network in Waltham, MA. She holds the Series 66 designation and has 16 years of industry experience, having been with Commonwealth since 2005. 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 a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, trading, technology, and compliance infrastructure.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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 a range of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Robert Vallee is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Bank, NA and Santander Securities, LLC. 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 clients. The firm offers a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

James Henry Jr. is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time with the Greenville Swamp Rabbits and academic experience at Dartmouth College. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. 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.

Brooke Gordon is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she was affiliated with The Ayco Company, L.P. for several years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm’s advisory teams employ strategic and tactical allocation models and utilize a range of fee arrangements and platforms, leveraging proprietary and third-party analytics as well as integration across the broader Goldman Sachs ecosystem.

Michael Maida is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including AGIA and VALIC Financial Advisors. Outside of his advisory role, Maida has experience with non-securities insurance products as an agent. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates both in-house and external strategies through model portfolios and technology tools, offering a mix of discretionary and non-discretionary management tailored to client needs.

Hai Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with Eagle Strategies since 2025 and previously with Nylife Securities and New York Life Insurance Company since 2010. Outside of his advisory role, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Nancy Schwartz is a financial advisor with Guardian Life in Newtonville, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked exclusively with Guardian Life and its affiliate Park Avenue Securities throughout her career. Outside of her advisory role, she serves as a power of attorney for her parents. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions, with tailored client relationships that include financial planning and consulting services.

Andrew Ross is a CFP® professional with 18 years of experience in the financial services industry. He is affiliated with Integrated Wealth Concepts LLC and has previously worked with LPL Financial, Osaic FA, Inc., and Davinci Capital Management, Inc. 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 consulting services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Ari Stonehill is a financial advisor at Guardian Life with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and its subsidiaries since 1996. Outside of his advisory role, he occasionally sells insurance products not offered by Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships with a combination of discretionary management, model-based strategies, and access to insurance products and alternative investments.

Brian McGrath is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life since 2016. McGrath participates as a guest speaker at The Living Balance Sheet Foundations training sessions and is co-managing member of HUB Wealth Strategies, LLC, an entity focused on marketing and business team activities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of solutions including advisor-led discretionary management, model-based strategies, proprietary wrap programs, and third-party advisory platforms.

Peter McAvinn is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Eagle Strategies (New York Life) since 2004. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1995. Outside of his advisory role, he is president of The Julie Fund, a non-profit organization, and serves as treasurer for the Research Agencies Group, a LIMRA-based study group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

William O'Neil is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. His prior roles include positions at Voya Financial Advisors, Santander Securities, USAA Financial Planning Services, and TD Ameritrade. 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, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Daniel Frankel is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Frankel has been with Integrated Wealth Concepts and LPL Financial, LLC since 2016, and has worked with Ellis Insurance Agency, Inc. since 2008. 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach complemented by shorter-term trading for rebalancing and cash management.

Martha Payne is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach supplemented by shorter-term trades for rebalancing.

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.