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 with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held various roles in both financial and non-financial sectors, including positions at Oscar Bar and Pasta Beach. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage services using a combination of affiliated and third-party strategies, with a significant portion of assets managed on a non-discretionary basis.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP, where she worked in various capacities from 2013 to 2025. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate entities, offering financial planning, portfolio management, and brokerage and insurance product distribution through a combination of affiliated and third-party strategies.

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. based in Boston, MA. He holds a Series 66 designation and has three years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. serves individual clients across various wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution, utilizing both affiliated and third-party strategies.

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®-designated financial advisor with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network in various roles since 2006 and also recently at Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, 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.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2005. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and offers customized portfolio management alongside model portfolio programs.

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 financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Citizens Securities, Inc., Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

Leanne Drayton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 26 years of industry experience. She has worked at Commonwealth Financial Network for over 12 years, including her current role at Wealthspring. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides various managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital, LP. Outside of finance, she is a partial owner and general manager of a women's footwear business in Boston. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios across various asset classes.

James Beyloune is a financial advisor at Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Oppenheimer & Co., Inc. since 1994 and has worked at Fahnestock & Co. Inc. since 2003. He serves as trustee for the Beyloune Family Investment Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm’s approach includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Judith Cranna is a CFA® charterholder based in Boston, MA, with three years of industry experience. She currently works at Corient, where she has been employed since 2022. Prior to Corient, she spent 15 years at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Riley Linden is a financial advisor with Voya Financial Advisors, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya, Riley worked at Fidelity Investments and has diverse experience including roles at UMASS Amherst, Karla Cassidy Designs, Timothy S. Hopkins Catering, and Sail Salem. Outside of finance, Riley has experience in creative and service industries. Voya Financial Advisors serves individual clients, retirement plans, and corporate and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm combines advisory and broker-dealer functions, utilizing model portfolios, affiliated strategies, and third-party managers.

Sally Bowen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 34 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 21 years before joining T. Rowe Price in 2022. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and interactive online planning tools.

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.