Evan Kaplan is a CFP® and CFA® with 10 years of industry experience. He currently works at Cerity Partners LLC and was previously with Daintree Advisors LLC. Evan serves as a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, Inc., reviewing candidates for the cooperative’s Board of Directors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Joseph Beauchaine is a CFP® professional with 4 years of industry experience based in Boston, MA. He has been with CIBC Private Wealth Advisors, Inc. since 2004, totaling 22 years at the firm. Outside of his advisory role, he serves as a trustee for the Harriet K Choi 1998 Trust on a non-compensated basis. 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 combines an internal investment team and governance committees to deliver customized portfolio management solutions and offers services ranging from financial planning to coordinated Family Office support.

Stephen Kolano is a CFA® charterholder with four years of industry experience. He is currently with Integrated Wealth Concepts LLC, having previously worked at BNY Mellon for 20 years. Integrated Wealth Concepts LLC 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, family office, and retirement advisory services, employing customized portfolios and a combination of internal and third-party management.

Alexi Sacco is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at SPIRE Securities, LLC, Spire Investment Partners, LLC, Oppenheimer, and UBS Financial Services. Outside of finance, Alexi performs as a musician at various venues in the greater Washington, DC area. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Lloyd Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Kelly Financial Services and Santander Securities, as well as experience in behavioral health services. Outside of his advisory work, he performs psychiatric evaluations for individuals experiencing mental health crises. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Thomas Weiss is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to joining Rockefeller, he worked at Cambridge Associates for three years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, along with brokerage and placement services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Cynthia Haddad is a CFP® with 33 years of industry experience and is currently with Sequoia Financial Group, L.L.C. She has held roles at several firms including LPL Financial and Purshe Kaplan Sterling Investments. Haddad also maintains responsibilities as Owner, COO, and Wealth Advisor at Affinia Financial Group and serves as an agent for fixed and traditional insurance products. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, supported by research and due diligence, and offers additional services such as trustee support and estate document preparation through third parties.

Daniel Gilmore is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and previously worked at Granite Telecommunications and State Street Corporation. Gilmore has been with Commonwealth since 2021. 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, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

Matthew Chapman is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at Commonwealth Financial Network since 2017. Before joining Commonwealth, he spent a year at Norton Financial Services. He also participates as a focus panel member for Procter & Gamble's Gillette Razor. 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 roughly $213 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Michael Obrien is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at GWFS Equities, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance. Outside of his advisory work, he serves as Director at Large on the Board of Directors for the Chelmsford Pop Warner youth football and cheerleading organization and is involved in Corporate Limousine Services as a driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Sullivan is a financial advisor with Commonwealth Financial Network and holds the CFP® and ChFC® designations. He has 41 years of industry experience, including prior roles at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options alongside comprehensive back-office services.

Andrew Kingston is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. His prior work includes roles at Park Avenue Securities, The Bulfinch Group, Ustocktrade Securities, John Hancock, and Fidelity Brokerage Services LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Albert Smith Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at Infinex Investments, South Shore Bank, and Santander Securities, among others. Smith has worked with OSAIC Institutions, Inc. since 2001. 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 provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Ronald Halterman is a CFP® professional with 19 years of industry experience, currently affiliated with Private Advisor Group, LLC. He also owns Northward Financial Group, through which he operates a separate financial services practice. His prior experience includes over a decade at Weston Securities Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Juleby Hirsch is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Hirsch has been with TIAA-CREF since 2014. Outside of advising, Hirsch is the owner and manager of an LLC established to support a minor family member’s online affiliate marketing business, overseeing its financial and operational aspects. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Christopher Audus is a CFP® with 16 years of industry experience. He has been with Oppenheimer & Co since 2011 and previously worked at Wells Fargo Clearing from 2009 to 2011. Based in Boston, MA, Audus holds a Series 66 license. 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 broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Sean Flynn is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, Flynn manages Flynn Investment, LLC, a commercial real estate entity. 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 discretionary model portfolios and customized solutions, supported by a comprehensive operations and technology platform.

Jason Rollins is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities and The Bulfinch Group. Outside of his advisory role, he has experience with Boston Sports Card Exchange, LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, employing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.