Ethan Deviveiros is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Voya, he worked at Fidelity Investments and held positions in various industries including education and recreational services. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and corporate entities through financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated and third-party strategies, and offers both discretionary and non-discretionary account management.

Adam Crittenden is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Charles Schwab and Sagepoint Financial, Inc. He is currently affiliated with both Commonwealth Financial Network and Krueger Financial Services. 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 wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice management.

Richard Howell is a Series 66 licensed advisor with Primerica Advisors, where he has worked for 10 years. He also has experience at Park Avenue Securities and Guardian Life Insurance Company, each for 2 years. Outside of his advisory roles, he holds power of attorney for his spouse. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account services including lending solutions and donor-advised funds.

Christopher Indrisano is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His career includes roles at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Antonios Giakoumis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm provides tailored investment management through model or customized portfolios and acts as adviser to a donor-advised fund.

Abdullahi Mohamed is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Brendon Sailer is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Fidelity Investments and Amazon. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm provides advice through model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Lauren Kuzmak Herrmann is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of industry experience and previously worked at Fidelity Brokerage Services, State Street Global Markets, Thomson Reuters, and PNC Bank. Outside of financial services, she was involved with Turbo CrossFIT for five years. She is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Douglas Reiss is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has three years of industry experience. He has worked at Park Avenue Securities, LLC since 2021 and has been associated with The Guardian Life Insurance Co. of America since 2011. Outside of his advisory role, he is the owner of Reiss Capital LLC, a business entity established for a GA contract. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies along with financial planning and retirement-plan consulting.

Christopher Holton is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2015. He holds a Series 66 license and is based in Boston, MA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

Scott Ford is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies with oversight committees and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lisa Richard is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Commonwealth Financial Network since 2022 and previously worked at New England Wealth Management starting in 2010. 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Robert Burke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Savvi Financial LLC, E*TRADE Capital Management LLC, and StanCorp Equities, Inc. He has been with Commonwealth Financial Network since 2021. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Kevin Schneider is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the finance and business development committee at Doc Wayne Youth Services and participates in the Bulfinch Group Charitable Foundation's grant evaluation process. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Ashley Woods is a financial advisor at Farther with 17 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Alesandra Miller is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and BlackRock Investments LLC prior to her current roles at Commonwealth Financial Network and Axial Financial. 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 managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brian Newbold is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empower Retirement since 2019, following a nine-year tenure at John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Ashley Ott is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and 10 years of industry experience. She has been with Commonwealth since 2012 and is also the owner of Vantage Point Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services, including custom portfolios, third-party manager access, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Robert D'ambrosio is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney since 2002. Janney Montgomery Scott LLC is a 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 multiple advisory programs.

Gracio Garcia is a financial advisor with Primerica Advisors based in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, Garcia is involved with the Gentle Giant Rowing Club. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.