Danavan Levy is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation and 1 year of industry experience. He has been with John Hancock Personal Financial Services since 2024 and has a prior association with Manulife Wealth Inc dating back to 1994. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses third‑party financial planning software to generate written recommendations and operates an Emergency Savings program without an advisory fee.

Brendan Lammers is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Express Financial Advisors from 2005 to 2016 before joining Flagship Harbor and LPL Financial in 2016. He also spends time assisting Medicare-eligible clients with comparing Medicare Advantage and supplement plans. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Marc Instrum is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. He also provides insurance advice tailored to client needs as part of his professional activities. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, managing accounts primarily on a discretionary basis through a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Jeffrey Kerrigan is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He has been with Congress Asset Management Company, LLP since 2017 and previously worked at Century Capital Management, LLC from 2014 to 2017. He also serves as a board member providing oversight for a private family office. Congress Asset Management Company, LLP offers discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven investment approach focused on growth, profitability, franchise strength, and valuation, managing a range of separate accounts as well as proprietary mutual funds, ETFs, and collective investment trusts.

Gary Oman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Great Valley Advisor Group since 2021 and LPL Financial since 2011, and has owned his own CPA practice since 1997, providing tax preparation and accounting services alongside his advisory work. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management along with financial planning and retirement consulting services.

Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® and Series 65 designations. Prior to joining Focus Partners Wealth in 2024, she worked at The Colony Group, LLC and GW & Wade, LLC, and earlier was employed by Deloitte & Touche, LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services, integrated reporting, and access to affiliated service companies beyond standard investment platforms.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer in 2023, she worked at Bloomingdale's for eight years and was involved in a pet concierge business. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles, acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Rex Berger is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, The Colony Group, and Claro Advisors. 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 and other advisory services, employing customized portfolios with a primarily long-term approach and a range of model and wrap fee options.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Jason Wojciechowski is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio and customized portfolio management, operates a donor-advised fund, and applies a fiduciary standard to its advisory services.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. 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 with a focus on customized portfolios and a primarily long-term investment approach.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She previously worked at Cambridge Associates LLC for 14 years and Rockefeller Capital Management for four years. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Jack Patalano is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in community and local government activities, including a campaign for city council in Newport. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage services. The firm offers advice through model portfolios, affiliated and third-party strategies, and maintains a significant portion of assets under management on a non-discretionary basis.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with firms including Creative Wealth Solutions and Insurance Services, LLC, Keith, Meadows & Dunn, LLC, Nylife Securities, and New York Life Insurance Company. Outside of advisory roles, he is engaged in insurance brokering and property & casualty sales through affiliated entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a significant portion of assets on a non-discretionary basis, working extensively with plan sponsors and retirement investors.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Courtney Dunnells is a CFP® and Series 66 licensed advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Ameriprise, The Colony Group, Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Dunnells has also held various roles during her time at Bryant University. 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, employing customized portfolios with a primarily long-term investment approach.

Christopher Helms is a CFP® professional with 14 years of industry experience. He currently works at Rockefeller Financial LLC and has prior experience with Columbia Management Investment Distributors Inc and several Cetera entities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

Jon Paul Karpf is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at LPL Financial and held various positions in education before entering the financial services field. Voya Financial Advisors serves individual and institutional clients, offering financial planning, portfolio management, and brokerage services. The firm provides advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary asset management and a combination of advisory and brokerage activities.

Michael Kenney is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Northeast Financial Network as well as the Wightman Tennis Center and Wellesley Public School/Bryant University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm combines strategic and tactical asset allocation with various fee structures and manages approximately $36.7 billion in assets as of December 31, 2025.