Rex Berger is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, The Colony Group, and Claro Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and other advisory services, employing customized portfolios with a primarily long-term approach and a range of model and wrap fee options.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Jason Wojciechowski is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio and customized portfolio management, operates a donor-advised fund, and applies a fiduciary standard to its advisory services.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services with a focus on customized portfolios and a primarily long-term investment approach.

Kimberly Miles is a financial advisor with Eagle Strategies (NY Life) in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Eagle Strategies since 2008 and has been with New York Life Insurance Company since 2002. Outside of her advisory role, Kimberly is involved in executive producing and emceeing live events through her business, Miles In Heels Productions LLC, and she teaches Mah Jongg classes. Additionally, she performs as a singer in a band. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis, maintaining fiduciary responsibilities particularly to retirement investors.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She previously worked at Cambridge Associates LLC for 14 years and Rockefeller Capital Management for four years. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Jack Patalano is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in community and local government activities, including a campaign for city council in Newport. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage services. The firm offers advice through model portfolios, affiliated and third-party strategies, and maintains a significant portion of assets under management on a non-discretionary basis.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with firms including Creative Wealth Solutions and Insurance Services, LLC, Keith, Meadows & Dunn, LLC, Nylife Securities, and New York Life Insurance Company. Outside of advisory roles, he is engaged in insurance brokering and property & casualty sales through affiliated entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a significant portion of assets on a non-discretionary basis, working extensively with plan sponsors and retirement investors.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Courtney Dunnells is a CFP® and Series 66 licensed advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Ameriprise, The Colony Group, Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Dunnells has also held various roles during her time at Bryant University. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.

Christopher Helms is a CFP® professional with 14 years of industry experience. He currently works at Rockefeller Financial LLC and has prior experience with Columbia Management Investment Distributors Inc and several Cetera entities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

Jon Paul Karpf is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at LPL Financial and held various positions in education before entering the financial services field. Voya Financial Advisors serves individual and institutional clients, offering financial planning, portfolio management, and brokerage services. The firm provides advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary asset management and a combination of advisory and brokerage activities.

Michael Kenney is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Northeast Financial Network as well as the Wightman Tennis Center and Wellesley Public School/Bryant University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm combines strategic and tactical asset allocation with various fee structures and manages approximately $36.7 billion in assets as of December 31, 2025.

Stephen Sykes is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Janney Montgomery Scott since 2023, previously serving at Raymond James & Associates and Henry V. Rabouin Inc. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

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 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in Boston, MA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.