Rex Berger is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Claro Advisors, The Colony Group, Merrill Lynch, and State Street Bank & Trust. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, providing discretionary investment management, financial planning, and family office services. The firm employs customized portfolios utilizing mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

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 at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2018, previously spending seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model and customized portfolio solutions and serves as adviser to the TIAA Donor Advised Fund.

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 at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She previously worked at Rockefeller Capital Management and Cambridge Associates LLC. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple 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 local government and healthcare organizations in Newport. Outside of finance, he has business experience in the restaurant industry. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, nonprofits, and corporations. The firm combines in-house and third-party strategies with technology-enabled tools to deliver customized investment solutions, with a focus on client-authorized, non-discretionary asset management.

Nicholas Forgione is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Allworth Financial, L.P. He has two years of industry experience and previously worked at Sachetta, LLC and CA Brandt. His background also includes roles in fitness and education prior to entering the financial sector. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using both quantitative and qualitative analysis to customize investment strategies across various asset classes and specialized 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®-credentialed financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He has previously worked at Columbia Management Investment Distributors Inc and various Cetera affiliates before joining Rockefeller in 2025. Based in Boston, MA, Helms holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm provides portfolio management, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes direct portfolio management, third-party managers, and model delivery solutions across multiple asset classes.

Jon Paul Karpf is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at LPL Financial and the University of Rhode Island. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services through a broad network, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Michael Kenney is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation. He has one year of industry experience, with prior roles at Northeast Financial Network, Wightman Tennis Center, B.Good, and Wellesley Public School/Bryant University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and portfolio monitoring.

Carlos Escobar is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Investments and various educational institutions prior to joining Empower. 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 retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stephen Sykes is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Janney Montgomery Scott since 2023, following prior roles 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Anthony Ragozine is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. He has worked at Guardian Life, Park Avenue Securities, Northeast Financial Network, and Mass Mutual Investors Services. His outside activities include offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

David Basile is a financial advisor with Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Janney Montgomery Scott since 2005. Basile serves on the board of the Middlesex Community College Foundation. 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, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Mark Gravina is a CFP® professional with five years of experience in financial advisory. He is currently with Steward Partners Investment Advisory, LLC and has held roles at The Colony Group, Hightower, and Ameriprise Financial Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Craig Lewis is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.