Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Jacob Solomita is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior experience includes roles at Equitable Advisors and various other positions outside the financial industry. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and third-party strategies and offers both discretionary and non-discretionary account management.

Panayiota Mouchlian is a financial advisor with Integrated Wealth Concepts LLC and holds both legal and financial expertise, having worked as an attorney at Koutsis Mouchlian Law, P.C. since 2021 and previously at Benson Law Group from 2014 to 2021. She has three years of experience in the financial industry. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal management and third-party asset managers.

Erin Sullivan is a CFP® and Series 65 professional at Focus Partners Wealth, LLC with 12 years of industry experience. She previously worked at Long Wharf Investors before joining The Colony Group, LLC, where she has been since 2014. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Coyle is a financial advisor at TIAA-CREF with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Guardian Life and FNEX Capital LLC, among other firms. He is also Vice President Sales Director at New Age Alpha, LLC, involved in mutual fund and ETF wholesaling. TIAA-CREF’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 relationships through employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model-based strategies.

Sean Brown is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network since 1994 and is also the managing partner and sole owner of Liquid Capital, Inc., a private entity engaged in securities and insurance business. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party managers, retirement consulting, and custody services.

Ryan Quinn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for 11 years and held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Donald Gregory Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in residential rental real estate ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model-based and customized portfolio options.

Christopher Ruta is a CFP® professional with five years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026, following nine years at Heritage Financial Services and two years at Ernst & Young. Ruta is based in Rockland, MA. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, retirement plan consulting, and family office services to a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers distinctive affiliated services such as accounting, legal, and trust services.

John Mulligan is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Fidelity Investments and Johnson Brunetti. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, portfolio management, and retirement advisory. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver a mix of discretionary and non-discretionary investment solutions.

Dylan Mc Lane is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya in 2026, he worked at Merrill from 2024 to 2026 and held various roles in the food delivery and retail sectors. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-driven tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

Unai Loyola is a Series 66 licensed financial advisor with one year of industry experience, currently practicing at Voya Financial Advisors, Inc. Prior to this role, he worked at Merrill and The Gardiner House. Outside of his advisory work, he DJs at events and venues such as Boon St Market Place and Gardiner House. Voya Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, retirement plans, and corporate clients through a network of investment adviser representatives. The firm emphasizes client relationships structured around investment policy statements and model allocations, offering both non-discretionary and discretionary management options supported by in-house and external strategists.

Joseph Najm is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in the service industry outside of finance. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to manage accounts primarily on a non-discretionary basis while providing access to a broad range of investment products.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies and specialized programs, utilizing both proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined the Rockefeller organization in 2022 following prior roles at Sanford C. Bernstein & Co. and First Republic Securities Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through its Private Advisor model and integrated investment platform.

Jonathan Glennon is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-focused investment solutions, emphasizing both non-discretionary and limited discretionary management approaches.

Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. 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 discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.

Clare Ciervo is a CFP®-credentialed financial advisor with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Balanced Rock Investment Advisors, McVittie Financial Advisors, FSC Securities Corp, and Northstar Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Joseph Salvati is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior experience includes roles at The Colony Group, LLC and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.