Mark Panarese is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes longstanding roles within Rockefeller-affiliated firms, dating back to 2004. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a distinctive structure that includes a lending marketplace and third-party promoter network.

Kenneth Connors is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Bank. Connors has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with third-party platform arrangements and AI-enabled research tools.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Voya, she held roles at Fidelity Investments and various businesses outside finance. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services with a focus on investment policy statements and model allocations, combining both in-house and external strategists supported by technology-enabled tools.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Empower, Kronos, ADP, and AARP Financial. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan and IRA advisory services through a network of investment adviser representatives.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joseph Valenty is a financial advisor with PNC Wealth Management in Brighton, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role at PNC Investments LLC, he worked at Osaic Wealth and has held various positions outside the financial industry. Valenty serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jacob Dickson is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies alongside technology-enabled tools to implement client recommendations.

Jonathan Sullivan is a financial advisor at Guardian Life with 24 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2007, following a prior role at Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance brokerage for group medical, dental, disability, and life coverage for small businesses. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and a digital platform, tailoring client relationships with a range of financial planning and consulting services.

Brett Lonergan is a CFP® and CFA® with seven years of industry experience. He currently operates a financial services practice through his ownership in Northward Financial Group and is affiliated with Private Advisor Group, LLC. His prior experience includes roles at Washington Trust Advisors, Inc. and Weston Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions like WealthSuite.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

Andrew Kehoe is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including prior roles at The Bullfinch Group and Park Avenue Securities. Outside of his advisory work, he volunteers with the Association of Financial Educators, conducting workshops and seminars. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary and third-party platforms to tailor client relationships.

Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Joseph Roberts Jr is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 36 years of industry experience, including a decade at LPL Financial. Outside of advising, he is a part owner of Terrier Sports, Inc. 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, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and a range of model and wrap options.

Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Riley Linden is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Voya, Riley worked at Fidelity Investments and has a background that includes roles outside the financial industry. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm utilizes a combination of in-house and external strategists with technology-enabled tools, offering both discretionary and non-discretionary management through a broad product shelf.

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.