James Scally is a CFP® with 26 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 29 years. He serves as a trustee for a corporate retirement plan. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Angela Musi is a financial advisor with Integrated Wealth Concepts LLC and holds CPA credentials. She has 37 years of experience as a CPA through her own firm and has been with Integrated Wealth Concepts since 2025. Outside of advising, she owns a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with a long-term approach and sponsors various wrap-fee programs, combining enterprise scale with model and wrap options.

Martin Lowenthal is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. His other business activities include insurance services outside of Guardian Life. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features such as lending solutions and tax harvesting.

Alexander Martin is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Corient in Boston, MA. He has prior experience at Eaton Vance WaterOak Advisors, where he worked for fourteen years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that incorporates both in-house and third-party strategies, with continuous portfolio monitoring and risk management.

Owen Berry is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for American Portfolios Financial Services, Inc. for 12 years. Berry is also the owner of Libra Financial Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction while offering managed model portfolios and multiple program structures.

Conrad Pensavalle Jr. is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Commonwealth since 2007 and also works with Axial Financial Group since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources, while offering multiple program structures and discretionary model portfolios.

Deborah Fair is a Series 66-licensed financial advisor with Commonwealth Financial Network, bringing 19 years of industry experience. She joined Commonwealth in 2017 after a year at Merrill. Outside of her advisory role, she works as a group fitness instructor at Lifetime Athletic Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Thomas Anderson is a CFA® charterholder and Series 63 registered advisor with 11 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2023. Prior to that, he spent nine years at SVB Wealth LLC (formerly Boston Private Wealth LLC). CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves customized portfolio management supported by an internal investment team, multiple governance committees, and a combination of proprietary and external strategies, including options hedges and structured notes.

Kathleen Kuhn is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Kelsey Thomas is a financial advisor with Commonwealth Financial Network based in Waltham, MA, holding a Series 66 designation and with seven years of industry experience. She has worked primarily at Commonwealth Financial Network since 2017, with a brief tenure at Canaccord Genuity LLC. Outside of her advisory role, she operates a dog sitting and walking business in Arlington, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting advisors in implementing customized investment portfolios for individual and institutional clients.

Wesley Pratt is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. Wesley has also been involved with several maritime and yacht clubs, as well as university positions. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution, utilizing both model portfolios and third-party strategies.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes also serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Pettine is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 12 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Pettine volunteers as a swim coach for the Easton Special Olympics. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

Andrew Betts is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes prior roles at Purshe Kaplan Sterling Investments, Bickling Financial Services, Inc., and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.

Christin Kneeland is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Bernard Sandford is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Coburn & Meredith Inc for nine years and has been with Integrated Wealth Concepts and LPL Financial since 2021. Integrated Wealth Concepts 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, consulting, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Brandon Doherty is a financial advisor with Valic Financial Advisors in Wakefield, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investment. Outside of advising, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Fadi Khoury is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Commonwealth Financial Network since 2001. 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 offers a variety of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Preston Wong is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Wong attended Northeastern University from 2020 to 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 variety of specialized investment programs and financial services.