Natalie Devine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has a varied background including roles in real estate and tax services. Voya Financial Advisors, Inc. serves individual and institutional clients with financial planning, portfolio management, and brokerage services, delivering advice through a combination of affiliated strategies and third-party managers.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Daniel Mcdonald is a CFP® professional with 20 years of industry experience. He has been with The Colony Group, LLC since 2000. He is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, families, institutions, and businesses. Focus Partners employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.

Jacquelyn Kane is an investment adviser representative with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Keenan Financial and Santander Bank, as well as work in education and retail sectors. Outside of advising, she is a licensed insurance agent and occasionally provides related products and advice. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm offers a range of investment programs using both proprietary and third-party strategies and combines advisory and broker-dealer activities.

Aaron Stoner is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding CFP® and Series 66 credentials with four years of industry experience. He has worked at Merrill and Bank of America, N.A., and is the founder of Millstone Ministries, a nonprofit assisting those aging out of foster care with rental assistance. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led investment programs and combines an advisory platform with an active broker-dealer distribution model.

John Moravec is a financial advisor at Commonwealth Financial Network with four years of industry experience. He has been with Commonwealth since 2022 and has been retired since 2007. 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 discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Tracey Neret is a financial advisor at Oppenheimer & Co. Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she also works as an independent contractor in voice acting. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management programs. The firm emphasizes strategic asset allocation and manager selection, providing solutions documented in investment policy statements and regularly reviewed.

Daniel Agbor is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and Horizon Global Partners. Outside of his advisory role, he operates a gaming content and podcast-related social media business. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients with financial planning, portfolio management, and brokerage and insurance product distribution. The firm offers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a committee member monitoring investment managers for Rosie’s Place, a nonprofit women’s shelter in Boston. 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, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, he worked at Merrill for two years and has held roles at the University of New Hampshire, Keller North America, Tufts University, and Xaverian Brothers High School. He holds the Series 66 designation. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, access to third-party money managers, and brokerage and insurance product distribution, delivering advice through affiliated strategies and third-party strategists.

Michael Ricci is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with two years of industry experience. Before joining Voya in 2025, he worked at Stifel Nicolaus for two years and has held various roles in other industries, including food service and retail. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individual, retirement plan, charitable, and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance product distribution.

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Empower Retirement and several companies outside the financial sector such as Instacart, Shipt, and Wag Labs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Jamie Stone is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Stone has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he is a member of PeachPi LLC, where he is involved in investment activities and hiring to resolve property-related issues. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving a range of clients from plan sponsors to sovereign wealth funds.

Christina Bacon is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya Financial Advisors in 2026, she worked at Fidelity Investments and held various roles in other industries. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and access to third-party money managers. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage services through a combination of affiliated products and third-party strategies.

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.