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.

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.

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 at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, Riley held positions at Fidelity Investments and has worked in roles outside the financial services industry, including design and catering, as well as involvement with Sail Salem, a sailing organization. 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 a range of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on delivering non-discretionary recommendations through various program structures.

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.

Daniel Esdale is a CFP® professional with 19 years of experience, currently serving at Commonwealth Financial Network since 2007. He is licensed with Series 63 and Series 66 designations. 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 about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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.

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.

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.

Mark Rowlette is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has operated Rowlette and Associates, LLC DBA South Shore Retirement Services since 1999, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jack Oricoli is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at M1 Finance for six years. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based arrangements.

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.

Stuart Weier Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network in Norwell, MA. He has been operating Weier Financial since 1999 and has maintained a concurrent relationship with Commonwealth Equity Services, Inc. throughout that time. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Tyler Santilli is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Voya, he worked at Fidelity Investments and has experience with several organizations, including Old's Irish Social Club and the North Kingston Chamber of Commerce. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Charles Murphy III is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been president of Charles F. Murphy, Inc. since 2006, which also operates The Murphy Insurance Group offering property, casualty, and medical insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice-management services.