Clark Mc Mahon is a CFP® professional at Kayne Anderson Rudnick Investment Management, LLC with six years of industry experience. His prior roles include positions at Kestra Advisory Services, Commonwealth Financial Network, MineralTree, Vestmark, Invesco Distributors, and Eaton Vance. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its investment process across a broad 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 Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the finance and business development committee at Doc Wayne Youth Services and participates in the Bulfinch Group Charitable Foundation's grant evaluation process. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Ashley Woods is a financial advisor at Farther with 17 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Alesandra Miller is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and BlackRock Investments LLC prior to her current roles at Commonwealth Financial Network and Axial Financial. 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 managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brian Newbold is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empower Retirement since 2019, following a nine-year tenure at John Hancock. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also leads ARCH Wealth Management LLC as Managing Member. Outside of his advisory work, he serves as President of Boston 128 Companies and the Millbrook II Condo Trust Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory using model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual clients and plan sponsors.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America, Inc., Coin Metrics Inc, Bitooda Technologies, and AB Quarters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal team and an investment committee, with services that include tax integration, family office capabilities, and employer financial wellness tools.

Gracio Garcia is a financial advisor with Primerica Advisors based in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, Garcia is involved with the Gentle Giant Rowing Club. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Mark Paquin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 65 credential and 12 years of industry experience. He has worked as a CPA and accountant through his own firm, Mark P. Paquin, CPA, PC, since 2014 and with Sherman, Kelley & Assoc. PC since 2016. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios with a long-term approach, utilizing mutual funds, ETFs, equities, and fixed income, while overseeing third-party managers and custodians.

Jeremy Jenkins is a financial advisor at Breckinridge Capital Advisors Inc. based in Boston, MA, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked at Breckinridge since 2011 and has been affiliated with Suffolk University since 2005. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, and mutual funds. The firm offers a range of fixed income and equity strategies and employs a combined top-down and bottom-up investment process supported by proprietary technology and a team-based portfolio management approach.

Mark Derby is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He worked at Derby And Company Inc. for 32 years before joining The Colony Group, LLC in 2021. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Marilyn Sullivan is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having joined both firms in 2022. Her prior experience includes roles at Mountain One Investments Group, Commonwealth Financial Network, and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through proprietary managed portfolios and employs both affiliated and third-party sub-managers.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Daintree Advisors LLC for 10 years. He is a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, where he reviews qualifications of candidates for the cooperative’s Board of Directors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

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.

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, currently serving as an advisor at Sequoia Financial Group, L.L.C. She has held roles at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Haddad is also the owner and COO of Affinia Financial Group and an agent for fixed/traditional insurance products. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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.