Erin Widell is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network since 2011. She also has a longstanding association with Axial Financial Group, where she is involved in fixed insurance sales. 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, supported by a comprehensive platform of operations, technology, and investment management.

Michael Abdalla III is a financial advisor with Janney Montgomery Scott in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James & Associates and Wheeler & Taylor Insurance. Outside of finance, he has experience in the hospitality industry, including work at Lucky’s Ice Cream & Grill and Michaels Restaurant. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Ethan Deviveiros is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Fidelity Investments and the University of Rhode Island. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives using both affiliated and unaffiliated investment products.

Richard Howell is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, with 10 years of industry experience. He has been with Guardian Life since 2016 and is currently based in Needham, MA. Richard holds power of attorney for his spouse, Lori A Howell. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

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 prior roles include positions at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates 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 both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance operations.

Brendon Sailer is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Amazon. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm combines in-house and external strategists with technology-enabled tools to offer predominantly non-discretionary investment management through a large network of advisors.

Lauren Kuzmak Herrmann is a financial advisor at Guardian Life with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Fidelity Brokerage Services, Coldwell Banker Residential Brokerage, and State Street Global Markets, among other firms. Outside of finance, she was involved with Turbo CrossFIT for five years. Guardian Life’s Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Douglas Reiss is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities, LLC since 2021. Outside of advisory services, he is the owner of Reiss Capital LLC, a business established for a general agency contract. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Christopher Holton is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC for 11 years and Goldman Sachs Wealth Services for 6 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Scott Ford is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked at BNY Mellon Securities Corporation, Bank of America, Merrill, and Citigroup. Ford is based in Boston, MA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution services, catering to a broad range of client needs.

Lisa Richard is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, she was with New England Wealth Management for sixteen years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Clark Mc Mahon is a CFP® with six years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC. Prior to joining Kayne Anderson Rudnick in 2026, he held positions at Kestra Advisory Services, Commonwealth Financial Network, and several firms in the financial services sector. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach and integrates proprietary governance and sustainability assessments in its portfolio construction across a wide range of equity and fixed-income strategies.

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 Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Guardian Life Insurance Company and its affiliates since 2013. Outside of his advisory work, Schneider participates in the Bulfinch Group Charitable Foundation and serves on the Finance and Business Development Committee of Doc Wayne Youth Services, Inc. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and offers a variety of planning and consulting services tailored to client needs.

Ashley Woods is a financial advisor at Farther with 18 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory–based approach with proprietary model portfolios and algorithmic rebalancing, utilizing a range of investment vehicles including ETFs, mutual funds, and individual securities.

Alesandra Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and BlackRock Investments. She also dedicates a small portion of her time to fixed insurance sales. 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 $200 billion in client assets, offering a broad range of managed-account programs and advisory support services.

Brian Newbold is a financial advisor with Empower Advisory Group in Reading, MA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Empower Retirement since 2019 and was previously with John Hancock from 2010 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also manages ARCH Wealth Management LLC. Archambault serves as president of Boston 128 Companies and the Millbrook II Condo Trust Association and is involved in real estate development through Arch Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple platforms and affiliations.