John Loehner is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Commonwealth Financial Network since 2003 and is the sole owner of Atlantic Wealth Strategies, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers customizable investment solutions and manages discretionary model portfolios through its Investment Management and Research team.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Thomas Livingstone is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including two years at Fidelity Investments prior to joining Voya. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charities, and corporate clients through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, primarily managing assets on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides 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 offers a range of financial planning, consulting, and education services tailored to client needs.

Nadia Sturgill is a financial advisor at Janney Montgomery Scott in Boston, MA, with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney since 2011. Janney Montgomery Scott LLC is a large, dually registered 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, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Jocelyn Dent is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having three years of industry experience. She has been with TD Bank and its affiliated entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers through platforms such as Envestnet, with a focus on percentage-of-AUM wrap fees and cross-border advisory services.

Shannon Tivnan is a financial advisor at VOYA Financial Advisors, Inc. with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining VOYA, Shannon worked at Fidelity Investments for three years. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm employs a mix of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Jennifer Stevens is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent seven years at The Colony Group, LLC and one year at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

Alexander Bodio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation. Based in Boston, MA, he has been with Focus Partners since 2022. Prior to joining the firm, he worked at Sacred Heart University and Thayer Academy. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ann Hayes is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 designations and 24 years of industry experience. Her career includes multiple tenures at Janney Montgomery Scott since 2018 and a prior role at Ameriprise Financial Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, retirement plans, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Dennis Nelson is a CFP®-certified financial advisor with 50 years of industry experience. He is currently with Lincoln Investment and previously worked at Edward Jones, Parkland Securities LLC, Sigma Planning Corp, and Denco Consulting Group. Nelson holds an emeritus trustee position at Doane University and serves as a non-public arbitrator for FINRA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and adaptive investment strategies.

Brian Lopez is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at CIBC World Markets Corp., Boston Private Wealth LLC, and Sentinel Securities, Inc. He serves as a trustee for the South Bedford Condominium Trust in Waltham, MA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing a combination of proprietary and external managers, and is notable for managing a high asset-to-advisor ratio and serving investment company clients.

Ognjen Sosa is a financial advisor at Breckinridge Capital Advisors Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2007. Outside of his advisory role, he serves as an advisor to the technology startup Inspired Futures AI, LLC, providing guidance on growth strategy. Breckinridge Capital Advisors manages over $54 billion in client assets, offering separately managed fixed income and equity strategies, sub-advisory services, and investment management primarily through intermediaries. The firm combines top-down outlooks with bottom-up credit research and employs rules-based models, emphasizing tax-aware techniques executed through proprietary portfolio management systems.

Lauren Ledger is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the CFP® certification and the Series 65 license. Prior to joining Focus Partners, she worked for Cooper Lapman Financial, LLC from 2016 to 2023 and The Colony Group, LLC from 2023 onward. Focus Partners 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, integrating fundamental and quantitative analysis alongside various specialized tools and legacy strategies.

Edward Valestin is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Boston, MA. His prior experience includes roles at JPMorgan Chase Bank, N.A., and JPMorgan Securities, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection guided by Charles Schwab & Co.’s proprietary models and research tools.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Alkon & Levine PC for more than four decades. Levine is currently involved with Lga LLP as well. 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, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income, while employing a long-term investment approach.

Natasha Esplin is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Voya in 2026, she worked at Wells Fargo Clearing Services for three years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients, delivering services through a large network of advisors and a product platform that includes both affiliated and unaffiliated investment products.

Jonathan Dunham is a CFP® professional with experience in financial advising since 2016. He has worked at Daintree Advisors LLC, Commonwealth Financial Network, and is currently with Cerity Partners LLC. Cerity Partners advises a diverse client base, including individuals, families, business entities, and institutional investors, offering customized wealth management services that integrate proprietary quantitative methods with third-party strategies and direct security selection. The firm also provides access to alternative and private market solutions and operates affiliated businesses that expand its in-house service offerings.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.