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.

Brendan Richardson is a financial advisor at William Blair in Boston, MA, holding a Series 66 designation. He has been with William Blair since 2025 and has one year of industry experience. Prior to joining William Blair, he worked at College Hype Screenprint and Embroidery and has additional work experience outside the financial industry. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients, offering active, research-driven investment management and financial planning. The firm manages approximately $64 billion in assets and provides access to proprietary investment models, sub-advisory services, and private fund opportunities.

Lauren Desforge is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, a nonprofit providing financial advice to low-income families. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using client-specific investment profiles combined with quantitative screening, manager selection, and access to alternative and private market solutions.

Brian Franford is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Advisory Services, Daniel J. Galli & Associates, and COMPASS Wealth 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 over $212 billion in client assets. The firm provides a broad advisor-support platform with managed-account programs, access to third-party asset managers, and custodial services.

Bryan Rutledge is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth 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 offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Francis Burgoyne II is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 1995. In addition to his advisory role, Burgoyne also trains and manages insurance agents through his position as a Unit Field Trainer at Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a variety of securities.

Qing Yang is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC, Wells Fargo Clearing, and Morgan Stanley. Mercer Global Advisors serves individuals, families, and various institutions by providing investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other investment vehicles, while also offering specialized programs and integrated service platforms.

Alexander Gross is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. His prior roles include a decade at Daintree Advisors LLC and six years at Calibre Advisory Services Inc. Gross holds a Series 65 license and is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions.

Barbara Cummings is a financial advisor at William Blair with Series 65 and Series 63 credentials and 23 years of industry experience. She has been with William Blair & Company since 2015, based in Boston, MA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Samuel Dunn is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Fidelity Investments and has experience outside of finance, including roles at Dunn Detailing and YMCA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of advisors using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. 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 wide range of clients 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.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, holding a Series 65 designation. He has been in the financial industry since 2021, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within a long-term, tax- and fee-sensitive framework, supported by fundamental and quantitative analysis.

Mark Purcell is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2020, following prior roles at Royal Alliance Associates, Inc. and Jhfn Sii. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Tamas Gal is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Karyopharm Therapeutics and has academic experience at Suffolk University Law School and UMASS Boston. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked for Fidelity Investments for two years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Mark Haser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Artemis Financial Advisors for six years and has held positions at Kyruus and Athenahealth. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Evan Couture is a financial advisor at Breckinridge Capital Advisors Inc with eight years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, LLC, Allspring Funds Distributor, LLC, and T. Rowe Price. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down investment outlook with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Laura Keelon is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dawn Rimari is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2004. Outside of her advisory role, she presents financial literacy programs to charter schools in Lawrence, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including discretionary model portfolios and personalized investment options. The firm offers operational, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Jason Bertsch is a CFP® professional with 27 years of experience in the financial industry. He is currently with NewEdge Advisors, where he has worked since 2026, following a 14-year tenure at TIAA and TIAA-CREF. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence, technology integration, and a variety of program structures.