Damien Autissier is a financial advisor with Money Concepts Capital Corp and holds a Series 65 designation. He has worked in the financial industry since 2023, including roles at Rise North Capital and Foundations Investment Advisors, LLC. Outside of advisory work, he is involved in insurance sales, assisting clients with retirement plan questions and insurance policy education. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs supported by third-party managers and service providers.

Richard May is a financial advisor with Eagle Strategies (New York Life) based in Peabody, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Eagle Building and Remodeling for nine years. He operates Dickinson Wealth Strategies, LLC, through which he sells insurance products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client needs, managing the majority of assets on a non-discretionary basis.

Connor Mc Lenithan is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at GWFS Equities for six years and has held various roles including at Maloney Properties and Hannaford Brothers Inc. He completed his education at the University of Vermont. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through integrated platforms with a focus on long-term portfolio returns and client savings rates.

Jonathan Barnett is a CFP® professional with five years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent ten years with Covalent Partners LLC and completed the Boston University Financial Planning Program before entering his advisory roles. Outside of his financial career, he serves as power of attorney and healthcare proxy for a family member. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs with both discretionary and non-discretionary options.

Richard Paine Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 registrations, with 39 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory work, he occasionally conducts life, disability, and long-term care insurance business independently. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary models and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Ryan Hart is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Hart is also involved in insurance brokering through outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets under management held on a non-discretionary basis.

Lydia Asaf is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her prior roles include positions at BlackRock, Liberty Mutual Investments, Barclays Capital, and Zyon Capital Partners. She serves as a board member for the nonprofit Girls on the Run Worcester County and is a board advisor to Newton Wellesley Hospital. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and advisory programs utilizing both proprietary and third-party model portfolios.

Adam Willis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Colony Group, GW & Wade, Trust Advisory Group, Ltd., and Table Rock Infrastructure Partners. In 2018, he was involved in a US Senate election and also spent three years affiliated with UMass Amherst. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm follows an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Stephen Marsters is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and KP Law, PC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Dylan Cantara is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of advising, he is a partner managing a basketball league called Embargo. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and multiple program structures, including wrap programs and third-party money manager access.

John Ciccone Sr. is a financial advisor with Commonwealth Financial Network in Boston, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Commonwealth Financial Network since 2006 and is also the president and sole owner of Capital Navigation Group, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Rebecca Vautour is a financial advisor at William Blair with three years of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. 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.

Alexandra Bauer is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and Sheeley & Partners Wealth Management. Outside of financial services, her background includes roles in hospitality and retail. 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 a range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice mainly through non-discretionary, recommendation-based programs.

Michael Casparriello is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at GWFS Equities, Putnam Investments, and John Hancock Financial. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Thomas Milne is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Integrated Financial Partners. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering a range of financial planning and portfolio management services through multiple program structures. The firm provides primarily non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Ariana Polk is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with 14 years of industry experience. She has been with Breckinridge since 2008. Breckinridge Capital Advisors manages over $50 billion across a diverse client base, offering fixed income and equity strategies with a focus on customization and tax-aware services. The firm combines top-down macro analysis with bottom-up research, employing rules-based models and proprietary technology to support portfolio construction and trading.

Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets and AssetMark, Inc. Valley has a background that includes consulting at Deloitte and a period of full-time education at Bentley University. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Amy Lampert is the principal of The Lampert Advisory Group with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, Lampert serves as a FINRA arbitrator, consults on organizational change and executive coaching, teaches courses at Brookline High School Community and Adult Education, and is a trustee of the Brookline Symphony Orchestra. The Lampert Advisory Group acts as an investment manager specializing in pooled investment vehicles and institutional accounts, utilizing alternative fee structures rather than percentage-of-assets-under-management fees. The firm maintains a compact operational profile with no individual clients or other advisors on record.

Duke Laflamme is a CFA® charterholder based in Boston, MA, with three years of industry experience. He has been with Corient and its affiliated entities since 2022, following a 24-year tenure at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.