Debra Brede is a Series 63 licensed financial advisor with 41 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at GW & Wade, D.K. Brede Investment Management Company, and Commonwealth Financial Network. Outside of her advisory role, she serves on the finance committee of Newton Wellesley Hospital and holds trustee and board positions with nonprofit organizations including Agape A.I.D.S. Orphan Care and Boston Rescue Mission. 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 alongside private and registered funds.

Kevin Pitts is a financial advisor at EP Wealth Advisors in Norwood, MA, holding a Series 65 designation. He has experience working in education and retail prior to joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and various investment strategies, including fundamental and technical analysis, options, and alternative investments.

Kamryn Person is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held positions at Citizens Bank, Fifth Third Bank, and Bank of America. Outside of finance, Kamryn has been self-employed as a professional singer and band leader since 2007 and performs regularly at Off The Rails, a concert venue and restaurant. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, supporting clients with financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

John Bevilacqua is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 51 years of industry experience. He has been associated with Capital Management Partners, LLC since 1996 and Commonwealth Equity Services, Inc. since 1990. Bevilacqua serves as a trustee on real estate trusts and is president and owner of a private entity, Bfa Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Charles Bean III is a financial advisor with Savant Wealth Management in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including 30 years at Heritage Financial Services prior to joining Savant in 2026. He also serves as a trustee for a family trust in a non-investment-related capacity. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated entities offering legal, accounting, and trust services.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.

Randall Franco is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held positions in a variety of industries including construction, security services, and retail. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and access to third-party money managers, with a focus on non-discretionary advisory relationships and a range of program structures.

Ashley Lareau is a CFP® professional with six years of industry experience. She is currently with Allworth Financial, L.P. and previously worked for Shorepoint Capital Partners LLC for 14 years. 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 strategies, including core-satellite, pure-index, and specialized approaches such as Buffered Equity ETFs and options-based overlays, and uses both discretionary and non-discretionary management.

Sophia Cross is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to her current role, she was associated with Keenan Financial and has a background that includes full-time education and various professional experiences. Sophia is also a licensed insurance agent and occasionally offers commissionable insurance products alongside her advisory services. Voya Financial Advisors, Inc. 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 provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary arrangements and a variety of program structures.

Matthew Sugden is a financial advisor with Commonwealth Financial Network in Natick, MA. He holds a Series 66 designation and has 20 years of industry experience, including over two decades at Commonwealth since 2004. 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 back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Wei Xue is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. Wei has held roles at several firms including OpenWin Financial & Insurance Services LLC, Golden Summit Insurance & Financial Center Inc., and New York Life Insurance Co. Additionally, Wei is a notary public of Massachusetts and operates as an insurance broker for non-registered products. Eagle Strategies serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a range of programs such as fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to meet client and plan sponsor objectives.

Joseph Buckley is a financial advisor at OSAIC Institutions, Inc. in Lexington, MA, holding the CFP® designation and Series 63 license with 26 years of industry experience. His prior experience includes roles at Brookline Bank, Infinex Investments, LPL Financial, People's United Advisors, and People's Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and various co-advisory and wrap program arrangements.

Gracie Le Du is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. She has one year of industry experience and has previously worked at firms including Morgan Stanley and Lululemon. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures.

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with access to diversified investment vehicles.

William Montague is a CFP® and CFA® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at The Cynosure Group, SVB, Bay State Financial, Northwestern Mutual Life Insurance Company, Falcon Investment Advisors, Citizens Financial Group, and Boston Private. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management, financial counseling, and investment services, using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with a broad platform of affiliated service companies and product relationships.

Karl Baumann is a financial advisor with Integrated Wealth Concepts LLC, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. He has worked with Lincoln Financial Advisors and has been involved with his own firm, Baumann & Company, Inc., as well as Baumann & Baumann CPAs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

David Dorgan is a financial advisor with Commonwealth Financial Network, holding nine years of industry experience. He has a background in healthcare, currently working at Partners Healthcare / Mass General Hospital since 2004. 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 range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jenny Hallstrom is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 credentials and three years of industry experience. Her work history includes multiple roles at Guardian Life and Park Avenue Securities, as well as The Bulfinch Group. She is also a commissioned Notary Public, supporting her team at The Bulfinch Group. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Christopher Wakeman is a financial advisor with Commonwealth Financial Network and Lignum Wealth Management, holding a Series 66 credential and 22 years of industry experience. He has been with both firms since 2013. Outside of his advisory work, he serves as a member of the Boxford Town Finance Committee, where he participates in reviewing and approving the town budget. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Eagle Strategies since 2023 and has longstanding ties to New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he is a member of the Satuit Boat Club, a nonprofit organization in Scituate, MA. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a variety of advisory services such as financial planning, investment management, and retirement plan consulting, with a focus on tailored recommendations and predominantly non-discretionary asset management.