Brad Bestgen is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Commonwealth since 2008 and operates Bestgen Wealth Management, LLC, which he founded in 2014. Outside of advisory work, he is involved in Medicare product referrals through a business called E Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Janine Beal is a financial advisor with Empower Advisory Group in Scituate, MA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for nine years before joining Empower Retirement in 2020. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions through Empower’s recordkeeping and administrative platforms.

John Ligget IV is a financial advisor at Corient in Boston, MA, holding a Series 65 designation with five years of industry experience. He previously worked at Penobscot Investment Management Company, Inc. and BNY Mellon (Pershing LLC). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Elizabeth Bivings is a CFP® professional associated with Beacon Pointe Advisors, LLC, bringing 18 years of industry experience. She previously worked at Artemis Financial Advisors LLC for 17 years and continues to assist with transitioning its advisory business following an acquisition. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, providing wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Andrew Graham is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at LPL Financial, Mass Mutual Life Insurance Company, and Edward Jones. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Alexander Guccione is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Empower Financial Services, Human Interest, and John Hancock. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Dylan Chandler is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA with 2 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Outside of finance, he has experience in manufacturing and party rental businesses. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, retirement-plan advisory, and other services to individuals, institutional clients, and charitable organizations. The firm combines model allocations, technology tools, and a broad product shelf to deliver investment solutions through a large network of representatives.

Jessica Soucia is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and five years of industry experience. She previously worked at Bestgen Wealth Management for nine years and Rockefeller & Co for seven years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various discretionary model portfolios and program structures designed to support affiliated advisors in managing retail and institutional client assets.

James Kaufman is a financial advisor with Commonwealth Financial Network in Dedham, MA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. He has worked at Federal Hill Investment Services and Commonwealth Financial Network since 1991. Outside of advising, he is the sole proprietor of Dedham Pottery, an antique pottery business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.

Jaymes Torok is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Security, Guardian Life Insurance Company, and The Ohio State University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and outside strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Christopher Paiva is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at Ernst & Young for a total of five years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nolan Simmons is a Series 65-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to joining Money Concepts, he was employed at Rise North Capital and has worked at the Hyannis Port Yacht Club. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that include both discretionary and non-discretionary portfolio programs.

Scott Macdonald is a financial advisor with Eagle Strategies (NY Life) based in Dedham, MA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Eagle Strategies in 2009, he has been associated with New York Life and Nylife Securities since 1997 and owns MacDonald Insurance and Financial Services. Outside of his advisory work, he volunteers as an assistant coach for youth hockey teams. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm offers multiple program types and emphasizes tailored advice, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

John Finney is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held roles at Overvue, Inc., Bleakley Financial Group, LPL Financial LLC, and other firms. He has worked primarily in the Boston, MA area. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes and offers comprehensive reporting and plan-level analytics.

Stephanie Casey is a financial advisor at TIAA-CREF in Cambridge, MA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2018. Prior to that, she was employed by Citizens Securities Inc. and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, employing a fiduciary standard and operating within a vertically integrated structure that includes affiliated funds.

Kelly Morgan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prio Wealth and Seaward Management. Kelly joined Cerity Partners in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers access to alternative and private-market investments.

Mia Garber is a financial advisor at Rockefeller Financial LLC in Boston, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Rockefeller Financial, she spent four years at Boston College and has teaching experience at several educational institutions including The Episcopal Academy and Downingtown schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both as an investment advisor and a registered broker-dealer with a consolidated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.