Andrew Ivens Sr. is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at ETHIC Wealth Advisors LLC, ETHIC, A Wealth Bank, Citizens Securities, Inc., and Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm utilizes a client process focused on financial needs assessment and applies fundamental, quantitative, and technical analysis to asset allocation across equities, fixed income, mutual funds, and ETFs.

Bernard Layon is a financial advisor with Empower Advisory Group in Malden, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Advised Assets Group, LLC since 2018 and Gwfs Equities Inc/Great West Life & Ann Ins Co since 2008. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

Elizabeth Campbell is a financial advisor at Mariner with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Oak Leaf Wealth Management Services and Commonwealth Financial Network. Campbell is based in Boston, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Lisa Neira is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Corient and has held previous roles at RegentAtlantic and Fidelity Investments. Neira serves on the board of Advisers Give Back, a nonprofit providing pro bono financial planning, and is a National Pride Group Committee Member of the National Association of Personal Financial Advisors (NAPFA). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Richardson is a financial advisor with Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Triple 5 Consulting and Trinity Wealth Securities, among other roles. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Eric Anderson is a CFP® with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2017, with brief intervals away from the industry. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and customized strategies.

Thomas Brussard Jr. is a CFP® and CFA® professional with seven years of industry experience. He currently specializes in non-variable insurance and annuities in addition to his advisory role. His prior experience includes positions at Geode Capital Management, Northwestern Mutual, Raymond James, and Boston Harbor Wealth Advisors. He is an advisor with SPC, a firm serving a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. SPC offers tailored, discretionary investment advice through a large advisory network and maintains operational partnerships with broker-dealers and insurance agencies.

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 two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Manulife John Hancock Brokerage Services, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, offering both non-discretionary and limited discretionary management arrangements.

Eric Sachetta is a financial advisor with Allworth Financial, L.P. in Lynnfield, MA. He holds CFP® and ChFC® designations as well as a Series 65 license, and has nine years of industry experience. Prior to joining Allworth Financial in 2026, he was a principal at Sachetta & Callahan, LLC for ten years. Outside of his advisory work, he is an author and speaker focusing on leadership and personal development, delivering talks at colleges since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model portfolio strategies and uses technology to manage held-away retirement accounts, with distinctive operations including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan, as well as specialized divisions and affiliated businesses.

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 with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Morgan Stanley Smith Barney LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.