Stephen Petersen is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

John Walsh is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments, State Street, and Brown & Brown. Walsh also has experience in educational roles, including time spent at Bryant University and Milton High School. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based relationships.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he serves as a flag referee for youth flag football and delivers food as a Dasher for DoorDash. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through a range of program structures, emphasizing non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer roles.

Matthew Antonellis is a CFP® professional with nine years of industry experience, currently serving as a private wealth advisor at Integrated Wealth Concepts LLC. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2026. Antonellis also manages an advisory business through Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Richard Belofsky is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, and The Bulfinch Group LLC. He teaches adult education classes on retirement-related topics in Arlington, MA. 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 both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Commonwealth since 1994 and is also the managing partner of Beacon Investment Management, LLC, a private securities business. Additionally, he serves as a co-trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion to construct client portfolios using diverse securities and insurance products alongside firm-managed model portfolios.

Ethan Howe is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, including Unified Managed Account wrap programs and third-party money manager access.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Elena Hogan is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Eagle Strategies and affiliated firms since 2022 and previously operated a business called Elena Hogan Healing. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michael Tucci is a Series 65 licensed advisor with 28 years of industry experience. He has worked at Hightower Advisors since 2019 and was previously with Lexington Wealth Management, Inc. for 14 years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm supports complex pooled and institutional mandates and offers various operational and investment strategies, including international exposure and tax-managed approaches.

Stephen Devine II is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network since 2016 with a brief tenure at Partners Capital Investment Group in 2023 and LPL Financial LLC starting in 2026. Outside of his advisory work, he has been involved with 21 WEEKS LLC DBA Bar Salida since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Christopher Shea is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. He has previously worked at Cetera, BPS Financial Services, and First Republic Investment Management. Outside of his advisory role, Shea organizes monthly speaker events for the Pelagic Sailing Club and serves as a board member for the Marshfield Recreation Commission. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Lynn Waples is a CFP® professional at Hightower Advisors with 12 years of industry experience. She worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Miranda Monte is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and eight years of industry experience. She is a co-owner of PIN Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Monte has worked previously with Securities America Advisors, Securities America Inc., and ProEast Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Hannah Aronowitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. 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 retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. serves a diverse range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. She has been with TD-affiliated firms since 2008, including TD Bank N.A. and TD Private Client Wealth LLC. Outside of her advisory role, she serves as secretary of Southpike Auto Inc., a used auto sales and service business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing both affiliated and third-party managers through a platform supported by Envestnet and Pershing.

Gavin Symington is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles in the hospitality and service industries. Outside of finance, he works as an independent contractor marketing for Whalers Brewing Company. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary programs.