Julie Sacchiero is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Mariner and previously spent 21 years at GW&K Investment Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational solutions for employer clients.

John Viola is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include eight years at John Hancock and ongoing involvement with Franklin Soccer School. Outside of financial services, he works as a sales associate at Home Depot. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and corporations, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Kyle Westfall is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Richard Hanson III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth Financial Network since 2015. 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, investment management, compliance, and practice management.

Tyler Small is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and various educational institutions, including the University of Massachusetts Amherst. Outside of finance, he has been involved with the Coyotes Lacrosse Club LLC. Voya Financial Advisors 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 offers a variety of financial planning and investment services through multiple program structures, emphasizing recommendation-based, non-discretionary advice.

Michael Klier Jr. is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Armory Group LLC and ROTH Capital Partners, as well as work in education and small business. Outside of finance, he has been involved with Petrel Fishing Charters. Voya Financial Advisors, Inc. serves a wide range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and offers services such as portfolio management, financial planning, and retirement consulting.

Anja Nickel is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at New York Life Insurance Company and its affiliates since 2014 and operates ABN Financial Strategies, LLC, through which she brokers non-registered insurance products. Nickel also serves as a board member of HR Alliance. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Mary Di Napoli is a financial advisor at Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Janney Montgomery Scott since 2002. 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, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Owen O'Brien is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for four years. 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 financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, primarily offering non-discretionary recommendations.

Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research.

Allison Dagostino is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Commonwealth in 2019, she worked at Coastal Capital Group, Inc. and LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers various managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is involved with Envisioning Access, a nonprofit charitable organization, where she serves on the finance committee. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains affiliated entities specializing in accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Benjamin Heikes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at The Mather Group, Financial Engines Advisors, Edelman Financial Services, Fidelity, and T. Rowe Price Advisory Services. Mariner serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and specialized tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and features integrated tax and accounting capabilities uncommon in large advisory enterprises.

John Milone is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Focus Partners Wealth since 2024. Prior to his current role, he completed four years at Union College and four years at Notre Dame High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing tools such as trend-following and options overlay strategies.

Beverly Rodrigue is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Her prior experience includes roles at North American Management Corp and Lake Street Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Salvatore Maniscalco Jr. is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds a Series 63 designation and has worked at Commonwealth Financial Network since 1993, with prior experience at Lexington Financial Group dating back to 1987. He is also president and sole owner of SJM Associates, Inc., and a 50% owner of an insurance agency at his branch location. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Margaret Kantrowitz is a financial advisor at TIAA-CREF with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Allspring Funds Management, Wells Fargo, Merrill, and the New England Center and Home for Veterans. Outside of advising, she works as an interior designer and serves as a trustee reviewing and awarding college scholarships at Avon High School. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.