Burt Freedman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as Vice President of Linas Hazadek Beth Israel Cemetery Corp., a nonprofit religious organization. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation alongside various investment vehicles, and acts as a qualified custodian with distinct features like commission-based advisory programs and non-discretionary asset management.

Zachary Volinsky is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at firms including Boston Light Financial and LPL Financial. Volinsky has experience in various roles outside financial advising, including positions at Dick's Sporting Goods and Camp Avoda. Focus Partners Wealth serves a diverse client base, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and a wide range of investment strategies.

Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine years at Raymond James & Associates. Janney Montgomery Scott LLC 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and various advisory programs.

Ronald Cooper Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Danvers, MA. He has been with New York Life since 2001 and leads The Cooper Fauteux Team since 2026. Outside of his advisory role, he owns Greyhorn LLC, a clothing company involved in product design and distribution. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a notable focus on retirement plan clients.

Lee Newman is a financial advisor at Guardian Life with two years of experience in the industry. He holds Series 65 and Series 63 licenses and has prior work experience with JF Hillebrand. Newman is based in Boston, MA. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

David Mc Cabe is a financial advisor with Corient, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Jennifer Kundrot is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at Financially in Tune, Salem Five Investment Services, Stumm Financial Services, and LPL Financial, LLC. Outside of her advisory work, she is a co-owner of a non-investment related real estate rental business in Belmont, MA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

John Ligget IV is a financial advisor at Corient in Boston, MA, holding a Series 65 designation with five years of industry experience. He previously worked at Penobscot Investment Management Company, Inc. and BNY Mellon (Pershing LLC). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Elizabeth Bivings is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has been involved with Artemis Financial Advisors LLC since 2007, where she continues to assist in transitioning the advisory business following an acquisition. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven, asset allocation approach utilizing both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Andrew Graham is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and previously worked at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily using non-discretionary recommendation-based advice.

James Taylor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth and The Savings Bank since 2000. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and operational services. The firm offers diverse investment solutions including discretionary model portfolios and personalized indexing options.

Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating 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 a range of brokerage and advisory services.

Dylan Chandler is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Voya, Dylan worked at Fidelity Investments for two years and has experience in manufacturing and event rentals. Voya Financial Advisors serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through multiple program structures with an emphasis on non-discretionary advice.

Fateh Sokkar is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has eight years of industry experience, including roles at Park Avenue Securities, Pioneer Financial Group, and New York Life Insurance Company. Sokkar has also worked in group insurance with Principal. He is affiliated with Park Avenue Securities LLC, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.

Jaymes Torok is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and 1 year of industry experience. His prior work history includes positions at Park Avenue Security, Guardian Life Insurance Company, and Marous Brothers Construction. VOYA Financial Advisors, Inc. serves a broad range of clients including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. 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 featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Paiva is a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Ernst & Young for several years. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and product relationships.