Graham Bacheller is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 2005. Bacheller serves on the West Newbury Open Space Committee and is a board member of the Friends of the North Shore Education Consortium, a charitable organization. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management and research team that develops model portfolios and adaptive strategies, while many client relationships remain advisor-led with tailored allocation approaches.

Christopher Seear is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and six years of industry experience. His career includes multiple roles within TD Bank and related entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Keith Mayer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has previously worked at Santander Securities, Santander Bank, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through proprietary and third-party financial planning methodologies.

James Desrocher is a financial advisor with Primerica Advisors in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he engages in public speaking and coaching on marketing and business planning. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party managers, supporting various account types and financial planning needs.

Cole Di Rico is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has one year of industry experience, previously working at Merrill and several other firms. Outside of financial advising, he has worked in the hospitality industry performing hosting, serving, and bartending roles. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, managed account programs, and retirement-plan advisory services through a network of advisers using a combination of in-house and third-party strategists and technology-enabled tools.

Abigail Ingalls is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Breckinridge since 2015. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a range of fixed income and equity strategies supported by a combination of top-down macro outlooks and bottom-up fundamental research, with a distinctive operational structure as a certified B Corp and Massachusetts Benefit Corporation.

William Speciale is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with 17 years of industry experience. He previously worked at Daintree Advisors LLC for nine years before joining Cerity Partners in 2022. Outside of his advisory role, he serves as a board member of the Public Life Foundation of Owensboro, where he leads the Investment and Personnel committees. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including high-net-worth individuals, families, institutions, and corporations, offering customized portfolio management with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Cassia Shoaf is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2018. Prior to her career in financial advising, she worked at Farmer's Kitchen and Chesters Coffee Shop at Gordon College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Howard is a CFP® professional currently with Corient in Boston, MA. He has 19 years of industry experience, primarily from his previous role at BNY Mellon before joining Corient in 2026. 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 uses a goals-based, team investment approach combining in-house strategies with third-party solutions, incorporating risk management tools and alternative investments where appropriate.

Matthew Gallagher is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has been in the industry since 2023. His prior experience includes roles at Fidelity Investments, Universal Finance Corp., and various educational institutions. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships, with a mix of discretionary and non-discretionary account management.

Gary Mc Govern Jr. is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at Equinox Fitness for eight years. Outside of his advisory role, he is a member of the Boston Athletic Association running club. Janney Montgomery Scott is a large dual-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, corporate sponsors, and municipal clients, offering a range of advisory and brokerage services supported by centralized portfolio management and in-house custody capabilities.

Zenaida Orduna is a financial advisor with Empower Advisory Group based in Boston, MA, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Infinex Investments, and Bank of America/Merrill Lynch. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Beshere Jr. is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and previously worked at Breeds Hill Capital LLC and Morgan Stanley. He has held various roles including positions at Northeastern University and Fidelity Investments. 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 corporations. The firm uses a goals-based, team investment approach that incorporates both internal strategies and third-party managers, with continuous portfolio monitoring and risk management.

Stephen Curran is a CFP® professional with 17 years of industry experience. He has been with Hightower Advisors since 2023 and previously worked at Boston Hill Advisors, LLC for 14 years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management, financial planning, and retirement consulting services through its extensive network of advisors.

Joseph Sachetta is a CFP® and PFS™ professional at Allworth Financial, L.P. with 28 years of industry experience. He worked at Sachetta & Callahan, LLC for 19 years before joining Allworth Financial in 2026. He serves as a director of Everett Cooperative Bank outside of his advisory role. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary engagements, with distinctive operational features including private investment ownership and specialized industry divisions.

John Bliss is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. Prior to joining Voya, he worked three years at Fidelity Investments and has a background that includes roles outside finance, such as at Pizza Hollywood and The Aquidneck Club. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement investment recommendations through both non-discretionary and limited discretionary account management.

Cody Manfrim is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Merrill. Outside of finance, he has worked in various roles including bartending. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, retirement-plan services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients, utilizing a combination of in-house and external strategists along with technology-enabled tools to support client investment decisions.

Alexis Mena is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. Prior to joining Voya, Alexis held positions at Fidelity Investments and JMEL LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, delivering services through a mix of non-discretionary and limited discretionary account management.

Keith Lucier is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, using a combination of in-house and external strategists and technology-enabled tools to implement client recommendations.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. She has held positions at Cerity Partners since 2022 and previously worked at PricewaterhouseCoopers LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.