John Ferren is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been working in financial services since 2024, with prior experience at Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of investment products and employing a mix of discretionary and non-discretionary management strategies.

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, New York Life Insurance Co., and NYLIFE Securities LLC. He also has experience with Tufts University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement plan consulting, with access to proprietary and third-party investment programs.

Jacob Mc Clary is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 utilizes investment policy statements, model allocations, and technology-enabled tools to deliver recommendations, with a focus on client-approved, non-discretionary account management.

William Bain is a CFP® professional with five years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services and Brown Brothers Harriman. Savant Wealth Management provides comprehensive wealth management and related services to 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 active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Colin Christie is a Series 65-licensed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked briefly at Heritage Financial Services and Scorpion Construction, and has a background in full-time education. Savant Wealth Management provides comprehensive wealth management and financial planning services to 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 operates affiliated legal, accounting, and trust service entities.

Chad Lizine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to deliver tailored investment solutions.

Brian Lemay is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. His previous roles include positions at NYLife Securities LLC, New York Life Insurance Company, Integrated Financial Partners, and several other firms. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions primarily on a non-discretionary basis.

Donald Gottfried is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company and Park Avenue Securities since 2013. Outside of his advisory work, he serves as Fundraising Chair and Treasurer for the Andover Rotary. Park Avenue Securities serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Alexander Abramo is a Series 66-licensed financial advisor with two years of industry experience, currently with Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at Fidelity Investments, LPL Financial LLC, and Apex Entertainment. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and external strategists, model portfolios, and technology-enabled tools, with a significant focus on non-discretionary client relationships.

Gary Peters is a financial advisor with Primerica Advisors in Needham, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance since 2016. Peters is also the team leader of The Peters Group, LLC, which represents his Guardian and PAS business activities. Primerica Advisors is an enterprise-level firm with nearly 2,000 advisors serving 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 a mix of proprietary model portfolios, third-party managers, and digital advice platforms.

Jonathan Caplan is a financial advisor with Commonwealth Financial Network in Canton, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience and has worked at several firms including Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Citizens Securities, Inc. He is currently associated with Caplan Wealth Partners and Commonwealth Financial Network. 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and comprehensive back-office services.

Matthew Burnett is a CFP® with nine years of experience in the financial industry. He currently works at Schwab Wealth Advisory Inc., having previously been employed at The Vanguard Group, Inc. from 2016 to 2020. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Haley Pink is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management among other firms. Haley is based in Boston, MA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Justin Kumph is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Summit Financial Group Inc. Outside of advisory work, he is president of Kumph Capital LLC and serves as a presenter for retirement seminars through Passport to Retirement. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes centralized due diligence, technology tools, and multiple program structures to support advisor and client needs.

Christopher Veneto is a financial advisor at Farther with 19 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northstar Capital Inc. for 18 years before joining Farther in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Oliver Scholle III is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Prior to joining Commonwealth, he served in the U.S. Navy from 2013 to 2021 and worked at Harvest Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

Joshua Alpert is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including positions at the University of Massachusetts Amherst and Needham Parks and Recreation. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of in-house and third-party strategies with a focus on non-discretionary client relationships and technology-enabled tools.

Edward Samp is a CFA® charterholder affiliated with Beacon Pointe Advisors, LLC, with 11 years of industry experience. He previously spent nine years with Sensible Financial Planning before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Gary Domoracki is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stifel, Barclays Capital Inc., Source Capital Group, Credit Suisse Securities, Lehman Brothers, and Pershing LLC. He is currently writing a book titled *Family Office Essentials: How to Prevent Family Wealth Destruction*. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and consulting services. The firm provides advisory solutions across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Brian Falconer is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, SagePoint Financial, and Securian Advisors of New England. Falconer serves as a board member of the National Association of Insurance and Financial Advisors Rhode Island chapter. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.