Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, 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, utilizing customized portfolios and a mix of internal and third-party management strategies.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Richard Fingerman is a CFP® professional with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he worked for Financial Planning Solutions, LLC for 12 years. Outside of his advisory role, he has maintained a small rental real estate business since 1982. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm emphasizes manager selection through a proprietary due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Nicolas Souffrant Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, and Citizens Bank. VOYA Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Francis Mc Manus is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at TruAdvisors Financial, Downey Insurance Agency, and Guardian Life Insurance Company, among others. Outside of advising, he serves as a board member and ambassador for the Walpole Chamber of Commerce and is involved in organizing youth basketball tournaments through a nonprofit admissions role. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management via the CLASSIC Plus platform, retirement consulting, and specialized advisory services. The firm manages assets through both discretionary and non-discretionary arrangements and employs a range of analytical approaches, with additional services including model overlays, tax overlays, and access to third-party managers.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, trading, compliance, and practice-management support.

Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Justin Amico is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has worked at CIBC Private Wealth Management since 2007. CIBC Private Wealth Advisors offers a range of investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Nicolay Siclunov is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at PowerScore, Inc. for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Elisabeth Zimmerman is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously spent 36 years at O'Brien Wealth Partners LLC, where she was part of the firm through its transition and acquisition by Mercer. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and attractive returns through diversified asset allocation, utilizing mutual funds, ETFs, and selective use of interval and ESG-focused funds.

Mark Poitras is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Mark Fantasia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Voya, he worked at Merrill for two years and has held various roles including a position at Colbea Enterprises and involvement with the Arlington Boys and Girls Club. 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, and consulting services through multiple program structures, emphasizing predominantly non-discretionary advisory relationships.

Barry Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Guardian Life since 1995 and with Park Avenue Securities since 2022. Outside of advisory work, he is involved in reselling partial season tickets for the Boston Red Sox. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Samuel Matias is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining VOYA, he worked at Fidelity Investments for two years and has a background that includes several roles in education and community involvement. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a variety of financial planning and investment management services, often providing non-discretionary recommendations through multiple program structures.

Olurotimi Sulaiman is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Voya, Sulaiman worked at Fidelity Investments and has a diverse background that includes roles in healthcare and community organizations. Voya Financial Advisors serves a broad spectrum of clients, including individual investors, retirement plan sponsors, and institutional entities, offering financial planning, portfolio management, and consulting services through various program structures that emphasize non-discretionary advice.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Laura Gustafson is a financial advisor at Allworth Financial, L.P., with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Shorepoint Capital Partners LLC, SK Wealth Management, LLC, and Forbes Financial Planning. Gustafson also serves as an adjunct faculty member at Rhode Island College, lecturing at the graduate level. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.