Audrey Binder is a financial advisor at Oppenheimer based in Boston, MA, holding a Series 66 designation. She joined Oppenheimer in 2025 and has prior experience at Fidelity Investments and various academic institutions including Northeastern University and the London School of Economics & Political Science. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, while also acting as a qualified custodian.

Rajiv Dayal is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and nearly two decades of industry experience. His career includes roles at LPL Financial and Lincoln Financial Advisors Corporation, and he has also been involved with Cohen Cohen & Co., a CPA affiliate program, where he serves as president and shareholder. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a primarily long-term investment approach.

David Kaminski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, providing tailored wealth management solutions within a large integrated financial group.

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 with nine years of industry experience. He currently works at Cerity Partners LLC, where he has been since 2022, and previously spent eight years at Daintree Advisors LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities, and offers services such as portfolio management, financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Jeremy Krol is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 21 years of industry experience. He has been with Commonwealth since 2003. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting advisors with operations, technology, compliance, and practice management.

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, holding a Series 65 credential. He has previously worked at Focus Partners Wealth, LLC, LPL Financial, and has experience in various roles outside the financial industry, including marketing and hospitality. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, and access to alternative investments. The firm emphasizes tailored asset allocation and manager selection, supported by proprietary quantitative screening and private markets expertise.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Dmi, First American Insurance Underwriters, Ameritas Investment Corp, and Symetra Securities Inc. Outside of his advisory work, he is involved in the resale of New England Patriots season tickets. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and offers operational, trading, technology, and compliance support to affiliated advisors.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services, Balanced Rock Investment Advisors, and Boston Impact Initiative. Jahan 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 serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with external managers and a broad array of investment options.

John Podleski is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Angelo Planning Group. His prior experience includes a 14-year tenure at American Portfolios Financial Services, Inc. Outside of advisory work, he is involved in tax preparation through his CPA practice in Rochester, NY. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Skelly is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Blue Line Financial, LLC and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across various program types and primarily manages assets on a non-discretionary basis.

Sarah Morey is a financial advisor with Oppenheimer in Boston, MA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Oppenheimer, she worked at Case in Point Inc. and held various roles including positions at Saint Anselm College and the Massachusetts State House. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with investment approaches that include strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, fixed-income, and equity strategies.

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.

Leon Martin Jr. is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life Insurance Co. since 2002 and has served as an investment adviser representative at Atlantic Planning Group since 2017. Martin also operates under the name Atlantic Planning Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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.