Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and offers services such as portfolio management, financial planning, and retirement consulting.

Anja Nickel is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at New York Life Insurance Company and its affiliates since 2014 and operates ABN Financial Strategies, LLC, through which she brokers non-registered insurance products. Nickel also serves as a board member of HR Alliance. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Owen O'Brien is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, typically offering recommendation-based advice through multiple program structures.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is involved with Envisioning Access, a nonprofit charitable organization, where she serves on the finance committee. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools.

Shauna Kehrmeyer is a financial advisor at Capital Analysts with seven years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts, Lincoln Investment LLC, Infinex Investments, and Equitable Bank. Outside of her advisory role, she serves as Director of Client Services at Triple V, Inc. dba Marshall Wealth Management, assisting with client services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management and uses an in-house investment management team with proprietary screening tools to support its portfolios.

Benjamin Heikes is a CFP® professional with 20 years of experience in the financial services industry. He currently works at Mariner and has held prior positions at The Mather Group, Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Fidelity Brokerage Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both in-house research and third-party managers, with notable capabilities in tax integration and administrative CFO services.

John Milone is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he was affiliated with Union College and Notre Dame High School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines various active and passive strategies.

Frederick Baird is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment products and services.

Beverly Rodrigue is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Her prior experience includes roles at North American Management Corp and Lake Street Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Andressa Tsaparlis is a financial advisor at Breckinridge Capital Advisors Inc with 8 years at the firm and a total of 11 years of industry experience, including three years at JP Morgan. She holds the Series 65 designation and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee programs. The firm offers a range of fixed income and equity strategies and integrates a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and a team-based portfolio construction process.

Lauren Desforge is a financial advisor at Cerity Partners LLC with 27 years of industry experience. She holds the CFP®, PFS™, and Series 63 designations. Prior to joining Cerity Partners in 2022, she worked for Daintree Advisors LLC for ten years. Desforge serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, Inc., a nonprofit providing financial advice to low-income families. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional clients. The firm offers customized investment management, financial planning, and access to alternative and private-market investments, managing approximately $126.9 billion in client assets.

Brian Franford is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Daniel J. Galli & Associates, COMPASS Wealth Management, and Lincoln Investment. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Francis Burgoyne II is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 1995. In addition to his advisory role, Burgoyne also trains and manages insurance agents through his position as a Unit Field Trainer at Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a variety of securities.

Qing Yang is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. O'Brien Wealth Partners LLC 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 and model portfolios guided by an investment committee, with implementation primarily via mutual funds and ETFs.

Alexander Gross is a CFP® with 22 years of experience in the financial industry. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously spent a decade at Daintree Advisors LLC. Gross holds the Series 65 designation and is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other entities. The firm offers customized portfolio management with a focus on diversified asset allocation and provides services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Barbara Cummings is a financial advisor at William Blair with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with William Blair since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential. He has been in the industry for less than a year, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services.

Mark Purcell is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2020, following prior roles at Royal Alliance Associates, Inc. and Jhfn Sii. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based relationships.

Mark Haser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Artemis Financial Advisors for six years and has held positions at Kyruus and Athenahealth. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.