William Mcmillan is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2006. He is based in Waltham, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Jonathan Derby is a financial advisor with Focus Partners Wealth, LLC, based in Newton, MA, and has 22 years of industry experience. He has worked at The Colony Group, LLC since 2021 and previously operated Derby and Company Inc for nearly three decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Erika Van Lingen is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA, with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with VOYA Financial Advisors since 2014, including its enterprise entity since 2019. Prior to her current role, she was associated with Santander Bank, NA and Santander Securities, LLC during 2019. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through various program structures, emphasizing non-discretionary advisory relationships alongside its dual role as both an SEC-registered investment adviser and broker-dealer.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Securities Corporation and Bolton Global Capital for 20 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kelli Adams is a CFP® with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at GW & Wade LLC and GW & Wade Asset Management Company. Outside of her advisory role, she owns an investment property with minimal involvement. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Nicolas Spanos is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes positions at Fidelity Investments and Enterprise Mobility. Outside of finance, he has been involved with the North River Yacht Club. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary programs and combines SEC-registered investment advisory and broker-dealer functions.

Simon Heslop is a CFA® charterholder with 17 years of experience in the financial industry. He is currently an advisor at Allworth Financial, L.P. since 2025, having previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. from 2014 to 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Jeffrey Harrington is a CFP® professional based in Waltham, MA, with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years with Argent Wealth Management LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-manager approach that includes affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles to meet client needs.

Alexander Keller is a financial advisor with Corient in Boston, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and previously worked at Surevest Private Wealth, Ameriprise Financial Services, and New York Life Insurance. Keller has been with Corient and related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Marco Larocque is a financial advisor at William Blair in Boston, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair in 2025, he worked for nine years at Desjardins Global Asset Management. 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 various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Heather Martin is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Caitlin Cullerton is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds a Series 66 designation and has been affiliated with New York Life Insurance Company and its related entities since 2012. Outside of her advisory role, she volunteers teaching gospel at Blessed Trinity Church in Massachusetts. Eagle Strategies serves individual and institutional clients through a broad network of investment adviser representatives, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

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 at Voya Financial Advisors, Inc. based in Boston, MA, with one year of industry experience. His background includes roles at Fidelity Investments and the University of Rhode Island, as well as earlier positions in diverse fields such as landscaping and healthcare. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering services including financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary, recommendation-based relationships and operates both as an SEC-registered investment adviser and a broker-dealer.

Adam Crittenden is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Charles Schwab and Sagepoint Financial, Inc. He is currently affiliated with both Commonwealth Financial Network and Krueger Financial Services. 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, compliance, and practice management.

Richard Howell is a Series 66 licensed advisor with Primerica Advisors, where he has worked for 10 years. He also has experience at Park Avenue Securities and Guardian Life Insurance Company, each for 2 years. Outside of his advisory roles, he holds power of attorney for his spouse. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account services including lending solutions and donor-advised funds.

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 career includes roles at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing 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.