Anthony Ragozine is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors in Boston, MA. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He also engages in offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Mark Gravina is a CFP® professional with five years of industry experience, currently with Steward Partners Investment Advisory, LLC. He has held prior roles at The Colony Group, Hightower, and Ameriprise Financial Services. His background includes academic positions at Bryant University and Texas Christian University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, and managed account services.

Craig Lewis is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Ronald Judkins is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Edward Jones, Pruco Securities/Prudential, and New York Life Insurance Company. Judkins has also been involved with McAdam LLC, an RIA firm, where he provided financial advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.

Owen Campeau is a financial advisor with Voya Financial Advisors, Inc. in Boston, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has diverse experience including roles in education and service industries. He also has a background that includes work with The Bartending Service of New England and involvement with Roger Williams University. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on recommendation-based relationships over discretionary management.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has five years of industry experience and has worked at various firms, including Citizens Securities Inc. and Pruco Securities LLC. He is also the owner and director of Tax Express Group, a tax preparation business operating since 1999. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that include discretionary and non-discretionary management options. The firm operates as both a registered broker-dealer and a registered investment adviser, supporting individual and institutional clients with a wide range of investment and retirement solutions.

Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

Mikayla Michienzi is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Schneider Associates. Outside of her advisory role, she is involved with CorePower Yoga in Boston, supporting studio operations on a part-time basis. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across various strategies and employs both commission-based and asset-based fee structures.

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.

Joseph Admirand is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. Voya Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a variety of advisory services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

Susan Harkin is a financial advisor at Osaic Institutions, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of Canton and Infinex Investments, Inc. since 2002 and 2000, respectively. Outside of her advisory role, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating via a hybrid adviser/broker-dealer structure.

Kenneth Connors is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, combining discretionary and non-discretionary management with oversight from dedicated research and advisory teams.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Voya, she worked at Fidelity Investments and has diverse experience in other fields including hospitality and retail. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice via non-discretionary relationships.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP, where she worked for several years across multiple affiliated entities. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services through multiple program structures, with a mix of non-discretionary and commission-based offerings.

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.

Adam Armstrong is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, and Fisher Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jacob Dickson is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations.

David Tremblay is a CFP® with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC in Boston, MA. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, family office services, fiduciary services, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and maintains an extensive network of affiliated service companies and product relationships.

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.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 credentials with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.