Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in the energy sector with Uptime Energy, Inc. Jaden is based in Boston, MA. Cerity Partners advises a diverse client base that includes individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Richard Snelley is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth and its affiliated Axial Financial Group since 2006. In addition to his advisory work, he serves as a trustee for a trust outside of his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services, and offers a diverse range of investment options.

Giovanna Zaffina is a Series 66 licensed financial advisor with Commonwealth Financial Network, where she has worked since 2006. She has 25 years of industry experience. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Matthew Condon is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2001. Outside of his advisory roles, he serves as a board member and trustee for a local rugby club, overseeing youth programs and alumni relations. Hornor, Townsend & Kent provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment solutions through a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary assets.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Luke Shapiro is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments from 2024 to 2026. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios with technology-enabled tools and provides both discretionary and non-discretionary management options through a large network of investment adviser representatives.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held roles in diverse organizations including the National League of Cities and the Centre for Socio-Economic Development. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individual, pension, charitable, and corporate clients. The firm uses investment policy statements, model allocations, and technology-enabled tools to deliver financial planning and portfolio management services through a large network of advisors.

Cole Deletti is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 65 and Series 63 credentials with one year of industry experience. His prior work history includes roles at Fidelity Investments and several businesses in the food and real estate sectors. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to both affiliated and unaffiliated investment products. The firm serves individuals, pension plans, charitable organizations, and corporate clients through a large network of advisers, utilizing a combination of in-house and third-party strategies alongside technology-driven tools.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Merrill and multiple affiliates of Capital Group, where he has worked continuously since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Kevyn Mosele is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Salem Five Bank, and Citizens Bank. Outside of his advisory work, Mosele has engaged in insurance brokering activities with outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm emphasizes tailored recommendations through multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Coutu is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers, using a combination of in-house and external strategies alongside technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Christopher Goolgasian is a CFA® charterholder based in Boston, MA, currently with Breckinridge Capital Advisors Inc. He has over a decade of prior experience at Wellington Management Company and has been affiliated with Bryant University since 2005. His current tenure at Breckinridge began in 2026. Breckinridge Capital Advisors manages over $54 billion in fixed income and equity strategies for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation and proprietary management systems.

Nathan Swift is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Voya, he worked at Fidelity Investments and has experience in both financial services and technology sectors. Outside of his advisory role, Nathan is involved as an officer in developing a social media application. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing investment policy statements, model portfolios, and technology-driven tools to manage primarily non-discretionary client relationships.

Adelaide Magee is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and previously at O'Brien Wealth Partners LLC and Merrill Lynch. Before entering the financial industry, she spent several years in full-time education. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and diversification in its investment approach, utilizing mutual funds, ETFs, and occasionally interval funds and ESG-focused strategies.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Wesley Mariere is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2018 and previously worked at MML Distributors LLC and Massachusetts Mutual Life Insurance Company. Outside of finance, Mariere works as a voice actor and has experience driving for ride-sharing services Uber and Lyft. 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 managed model portfolios developed by its Investment Management and Research team.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Logan Ryan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and Ayco. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Kelley is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jason Bolduc is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth and co-owning Granite Capital Advisors, LLC, he worked at Fidelity Investments, Cetera Investment Services, and Bank of New Hampshire. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.