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 eight years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent eight years at Daintree Advisors LLC. Based in Boston, MA, he is currently affiliated with Cerity Partners LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

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 with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and four years of industry experience. His prior roles include six years at M1 Finance and positions in healthcare and education sectors. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm uses a combination of model portfolios, affiliated strategies, and third-party managers, delivering mostly non-discretionary advisory services alongside commission-based product offerings.

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 with Voya Financial Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments and has held various roles including community involvement with organizations such as Old's Irish Social Club and the North Kingston Chamber of Commerce. Voya Financial Advisors, Inc. serves individual clients across wealth segments, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various account programs, and brokerage and insurance product distribution, delivering advice through a combination of affiliated and third-party strategies.

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.

Sarah Morey is a financial advisor with Oppenheimer in Boston, MA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Oppenheimer, she worked at Case in Point Inc. and held various roles including positions at Saint Anselm College and the Massachusetts State House. 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 with investment approaches that include strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, fixed-income, and equity strategies.

Carson Mccusker is a financial advisor at Oppenheimer with Series 65 and Series 63 designations and three years of industry experience. He previously worked at OSAIC and SagePoint Financial, Inc. before joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Brian Regan is a CFA® charterholder with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2024. Prior to that, he worked at Asset Management Resources, LLC and Winter Harbor, LLC. Outside of his advisory work, he manages a rental property in Wellfleet, MA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Tyler Murphy is a financial advisor with Focus Partners Wealth, LLC in Boston, MA, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His career includes three years at Monument Group Wealth Advisors, LLC prior to joining Focus Partners Wealth in 2017. Focus Partners Wealth serves a diverse range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis, and offers a broad suite of wealth management and advisory services alongside affiliated service companies and specialized product relationships.

Brendan Donaghey is a financial advisor at Principal Financial Services with a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., and Equitable Advisors LLC. Outside of his advisory work, he serves as a referee at sporting events in Boston. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Kevin Breen is a CFA® charterholder with 26 years of industry experience. He has been with Goldman Sachs Wealth Services since 2005, spanning 21 years in his current role based in Boston, MA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management integrated with specialized offerings such as Private Family Office services and Executive Wealth programs, utilizing proprietary research, model strategies, and a range of platform options.

Ralph Crovo is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. He serves as trustee to the Lorraine O. Crovo Testamentary Trust, managing the settlement of his father's estate. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with both discretionary and non-discretionary investment management programs.

Daniel Simidian is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2011. Based in Boston, MA, he has worked exclusively for Citigroup during the past 15 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ziqin Zhou is a Series 66-licensed financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. Zhou has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and predominantly non-discretionary programs.