Robert Bortnick is a CFA® charterholder with 33 years of industry experience. He is currently with Corient in Boston, MA, where he has worked since 2022, following a long tenure at Eaton Vance Management and Eaton Vance WaterOak Advisors. Bortnick serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Patrick Gallagher is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and two years of industry experience. He has worked at several firms including Manulife John Hancock Brokerage Services, John Hancock, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors 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 provides a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory, utilizing a combination of in-house and external strategists along with technology-enabled tools.

Eric Sachetta is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Allworth Financial in 2026, he was a principal at Sachetta & Callahan, LLC for ten years and was involved with E Team Inc for seven years. Outside of his advisory work, Sachetta is an author and speaker, writing books and presenting on leadership and personal development at colleges since 2014. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of financial planning and portfolio management services using a combination of quantitative and qualitative analysis and offers specialized investment strategies alongside educational resources.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Justin Ketola is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Empower Retirement in 2021, he held various roles including collegiate goaltending coach and positions at multiple educational institutions. Outside of his advisory work, he serves as a goaltending coach for Tufts University’s collegiate ice hockey team. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s offerings include point-in-time financial plans and managed account solutions, delivered through an integrated model tied to Empower’s administrative platforms.

Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Brian Wolff is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Paychex, Brooklyn Boulders, Lyft, CBRE Group Inc, and Barclays Capital Inc. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management services, offering a range of discretionary and customized investment solutions.

Robert Conaty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Coburn & Meredith Inc for 16 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Outside of his advisory work, he teaches skiing at local ski resorts. 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, and sponsors wrap-fee programs with a long-term investment approach while utilizing model portfolios and multiple third-party asset managers.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.

Curtis Jones is a Series 66 licensed advisor with 25 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Infinex Investments, Inc., East Cambridge Savings Bank, IFMG Securities, Inc., and Invest Financial Corporation. Outside of advising, he serves as president of JACONN Corp., a real estate development company in which he invests personal funds. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes firm supervision and third-party manager arrangements.

Isabela Miller is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Her work history includes roles at Axial Financial Group, Fidelity Investments, Wellington Management, and teaching positions at College of the Holy Cross. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform offering managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Mohammad Zeeshan is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. His prior roles include positions at LPL Enterprise LLC and Packerland Brokerage Services. Outside of advising, he has worked as a barback in Marblehead, MA. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and more to individuals, pension plans, charities, and corporate clients. The firm employs a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Eric Maiuri is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Morgan Stanley Smith Barney LLC. Based in Boston, MA, he joined TD Private Client Wealth in 2026. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Ryan Mulcahy is a financial advisor at VOYA Financial Advisors, Inc. with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year and spent four years with the Town of Concord Police Department. He has also been involved with ice-skating instruction through the Greg Carter European Hockey School and Sharper Edge Adaptive Skating. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to support predominantly non-discretionary client-managed investment relationships.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Ballentine Partners LLC, and Morningside Tech Advisory. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Mary Flanigan is a CFP® with 21 years of experience in the financial services industry. She is currently with Kestra Advisory, LLC, where she has worked since 2020, and previously spent over a decade at Morgan Stanley in various capacities. Flanigan also serves as a Wealth Strategist at Windsor Private Wealth, LLC, focusing on financial planning and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse client types, including large institutional investors.

Lauren Cecchini is a CFP® professional with one year of experience, currently with Savant Wealth Management. She previously worked at Heritage Financial and Weiss Asset Management and has a background that includes work outside finance as a chef. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a broad range of in-house capabilities and affiliated entities.

Brandon Franco is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Claro Advisors, Morgan Stanley, and Putnam Investments. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Alyssa Estro is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and Charles Schwab, with additional experience outside finance including a position at Dirty Taco and Tequila. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Jane Chrumka is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Her prior experience includes roles at Calibre Advisory Services Inc. and Tanager Financial Services Inc., spanning over seven years, alongside a period as a full-time parent. Cerity Partners provides customized wealth management services to a diverse client base that includes individuals, families, trusts, foundations, and institutional investors. The firm’s investment approach integrates client-specific profiles, quantitative screening, and both third-party and direct security selection, while offering access to alternative and private market solutions for qualified clients.