Christopher Hemhauser is a financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foreside Fund Services, PanAgora Asset Management, Massachusetts Crease LLC, and State Street Bank & Trust Company. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment outlooks with fundamental research and rules-based models, employing tax-aware techniques and proprietary portfolio management systems.

Samuel Afari Aikins is a CFP® professional at Cerity Partners LLC with nine years of industry experience. He previously worked at Daintree Advisors LLC for eight years before joining Cerity Partners in 2022. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Jane Hood is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. She has been with Commonwealth since 2000. She holds the Series 63 designation. 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, and compliance.

Brendan Gaffney is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldman Sachs & Co. since 2016. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has prior experience with Focus Partners Wealth, LPL Financial, and various roles outside the financial industry. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Foreside Fund Services, Tidal ETF Services/Toroso Investments, Balanced Rock Investment Advisors, and the Boston Impact Initiative. She serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager providing financing to microfinance institutions in developing countries. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Sarah Morey is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2023, she worked at Case in Point Inc. and has experience in both the public and private sectors, including roles at Saint Anselm College, Natick & Framingham District Court, and the Massachusetts State House. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Richard Pignone is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services Advisors, and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Carson Mccusker is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer, he worked at OSAIC and SagePoint Financial, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary advisory services, including portfolio management, consulting, and retirement planning, with an emphasis on strategic asset allocation and ongoing portfolio review.

Rachael Macedo is a financial advisor at Commonwealth Financial Network with six years of industry experience. She has worked at Caras & Shulman PC and PwC since 2012 and 2011, respectively. 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 provides a range of advisory programs and operational support, including wealth management and retirement plan consulting, while allowing advisors discretion in portfolio construction supported by its Investment Management and Research team.

Brian Regan is a CFA® charterholder with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2024. Prior to that, he worked at Asset Management Resources, LLC and Winter Harbor, LLC. Outside of his advisory work, he manages a rental property in Wellfleet, MA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Tyler Murphy is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Monument Group Wealth Advisors, LLC from 2014 to 2017. Murphy has been with Focus Partners since 2017. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and specialized tools such as trend-following and options overlays.

Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Kevin Breen is a CFA® charterholder with 26 years of industry experience. He has been with Goldman Sachs Wealth Services since 2005, spanning 21 years in his current role based in Boston, MA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management integrated with specialized offerings such as Private Family Office services and Executive Wealth programs, utilizing proprietary research, model strategies, and a range of platform options.

Joseph Waters Jr. is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for Heritage Financial Services, LLC for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office 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 sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Ralph Crovo is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Oppenheimer since 2007 and previously worked at Merrill for one year. Outside of his advisory role, he serves as trustee to the Lorraine O. Crovo Testamentary Trust, facilitating the settlement of his father’s estate. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services across discretionary and non-discretionary portfolios, with a notable portion of assets managed on a non-discretionary basis.

Lawrence Karle is a financial advisor with Commonwealth Financial Network in Harwichport, MA, holding CFP® and Series 63 credentials and having 20 years of industry experience. He is a partner at New England Wealth Management, LLC, a private entity that facilitates securities, advisory, and insurance business. His prior work includes positions at Resources Investment Advisors, Landmark School, Kestra Financial, and MassMutual. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and various program structures.

Tyler Ash is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. He has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2017 and previously was employed at Hitachi Consulting Corporation from 2015 to 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

George Saltonstall is a CFA® charterholder with 44 years of industry experience and currently serves at Corient. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors, Inc. He is also involved as a limited partner and advisor at S & Co., LLP, a family office, where he provides trustee services. Corient offers 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 utilizes a goals-based, team approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.