Iman Farimani is a Series 65 licensed advisor with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining Focus Partners Wealth in 2024, Farimani worked at GW & Wade, LLC for three years and has held positions in both legal and academic settings, including with several law firms and Northeastern University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Elizabeth Hansen is a financial advisor with Empower Advisory Group holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Righthand Capital, UBS Financial Services, Merrill, and Morgan Stanley. She is based in Natick, MA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, offering integrated services aligned with Empower’s recordkeeping and administrative platforms.

Nathan Ballentine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life, and affiliated businesses dating back to 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles.

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.

Federico Berruto is a CFA® charterholder affiliated with Money Concepts Capital Corp and has prior experience at Harbourvest Partners, State Street Associates, GMO, and Rise North Capital. Although new to his current advisory role, he has a professional background spanning several years in the financial industry. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

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.

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.

Keith Gaffney is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2026, he spent 21 years at TIAA-CREF and TIAA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program structures that integrate in-house and third-party strategies supported by technology and centralized due diligence.

Towera Gondwe is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

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.

David McGuire is a financial advisor with Eagle Strategies (NY Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. McGuire is also the owner of McGuire and Wright Financial Group LLC and serves as a board member coaching young girls in youth softball. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with a majority of assets managed 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.

Peter Gagne is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network and Shadduck Financial Group during his career. He also spends part of his time engaged in fixed insurance sales. 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 a broad range of individual and institutional clients. The firm offers various managed-account programs, access to third-party asset managers, and custody/clearing services, supporting advisors with both internal and external portfolio management options.

Andrew Ross is a CERTIFIED FINANCIAL PLANNER™ with 18 years of experience in the financial services industry. He has worked at Integrated Wealth Concepts LLC since 2016 and has prior experience at LPL Financial, Osaic FA, Inc., and Davinci Capital Management. His outside activities include providing non-variable insurance services. Integrated Wealth Concepts LLC 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, with customized portfolios constructed primarily using mutual funds, ETFs, individual equities, and fixed income.

Matthew Valentine is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GW & Wade, State Street Global Advisors, Brighton House Associates, and Investors Capital Corp. Outside of advisory services, he is a licensed real estate broker and manages residential rental properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.