Robert Burns is an investment advisor representative at Kestra Advisory with over 43 years of industry experience. He holds the ChFC® designation and has been affiliated with Kestra Advisory since 2016, with prior roles at Kestra Investment Services, Partners Securities, Partners Group Cambridge, and Connecticut Mutual Life Insurance. Outside of his advisory work, he serves as a trustee overseeing budgetary and maintenance concerns for a condominium association and is involved in managing residential real estate investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Andrew Michienzi is a financial advisor at Oppenheimer based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked both at Oppenheimer and in educational roles at institutions including the College of the Holy Cross and Dedham Country Day School. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of investment and retirement services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches. The firm uniquely maintains custody of client assets while operating its broker-dealer and advisory businesses.

James Mitchell is a CFP® with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and previously worked at BrightPlan, LLC and Fidelity in various advisory roles. Outside of his advisory career, he is the owner of Northern Adventure LLC. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary advisory arrangements.

Natalie Devine is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Fidelity Investments and Jackson Hewitt Tax Services. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary advisory relationships.

Paul Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Charles River Financial Services since 2005 and at Commonwealth Equity Services, Inc. since 1993. Outside of investment advisory, he is involved with Charles River Financial Services, LLC, which provides document organization and consulting services related to taxation, divorce, estate planning, and asset recovery. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Ilir Rrapi is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones, Eagle Strategies (NY Life), New York Life Insurance Company, and Bank of America, N.A. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

William Behling is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including LPL Financial, Creative Planning, Heritage Way Advisors, and Edward Jones. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, 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 using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with a long-term investment approach complemented by shorter-term trades for rebalancing and cash needs.

Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Rechard Alexander is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs, UBS, and TD Bank N.A. He is also involved with Parla Mystic Corporation. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Ronald Newton is a CFP® with 37 years of industry experience, currently advising at Mariner Wealth Advisors since 2024. He previously held roles at Financial Engines Advisors L.L.C., Advice Systems Inc., Commonwealth Financial Network, and Newton Financial. Newton is the founder and caretaker of Advice Systems Inc., a financial technology software company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized portfolios and comprehensive tax and administrative solutions.

Laura Williams is a CFP® professional with seven years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning And Management, LLC for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Mark Mathers is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Waltham, MA. Prior to 2015, he was associated with Beacon Pointe Wealth Advisors, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven approach using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions, among other services.

David Boxmeyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC and Fidelity Investments for a combined total of 21 years. 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. The firm’s integrated approach aligns with Empower’s administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Daniel Mcdonald is a CFP® with 20 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2000. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies within an enhanced open architecture framework.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.

Jacquelyn Kane is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and Santander Bank, and she has a background that includes roles in education and retail. Outside of her advisory duties, she is an independent licensed insurance agent offering related products on a limited basis. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.