David Daniels is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has nine years of industry experience, including seven years at John Hancock. He joined VOYA Financial Advisors in 2025. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and third-party strategists and employs technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 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. 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.

Steven Dechiario is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joseph Cahill is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the ChFC® designation and has been with Commonwealth since 2013. Cahill also owns and operates Joseph Cahill & Associates, Inc., which includes tax preparation services and a developing restaurant and hospitality business in Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and back-office support, allowing advisors discretion to construct portfolios from a broad range of securities and insurance products.

Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA since 2012. 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, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Brian Gotta is a financial advisor at United Planners' Financial Services of America with Series 63 and Series 65 credentials and 42 years of industry experience. He has held roles at Gotta Retirement Services, Inc. and Ye Olde Garrison Inc., the latter being a real estate sales and property management business he owns. He is also a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets.

Bradley Wilson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth LLC, and Boston Private Wealth LLC. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a combination of proprietary and external strategies, supported by internal investment and governance teams, to deliver customized portfolio management and family office services.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Nicholas Elkins is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and BDO USA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers 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 with technology-enabled tools to provide both discretionary and non-discretionary management across a broad range of investment programs.

Teresa Finigan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Voya Financial Partners since 2014 and has operated Finigan & Associates since 2018. Additionally, she is a licensed independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment approach using model portfolios, external strategists, and technology tools, and manages relationships primarily on a non-discretionary basis, combining financial planning, portfolio management, and retirement advisory services.

Blake Hopkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior experience includes seven years at Santander Securities, LLC, and twelve years with Santander Bank, NA. Hopkins is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios with discretionary and non-discretionary options.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 14 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework and offers access to private funds and specialized strategies.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Brian Kelleher is a financial advisor at Breckinridge Capital Advisors Inc with 14 years at the firm and three years of industry experience. He holds a Series 65 credential and is based in Boston, MA. 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, and mutual funds. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Boris Lokshin is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience, with a career including roles at Berkshire Equity Sales, Inc. and Berkshire Life Insurance Company since 1995, as well as positions at Guardian Life and Park Avenue Securities. Park Avenue® Wealth Management, 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 employs a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Cetera Advisor Networks, Pangea Wealth, and John Hancock. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Benjamin Wheaton II is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Voya in 2026, he worked at UBS Financial Services and held roles at Procaccianti Companies, Bank of America, Merrill, and Wolf & Company, P.C. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives and employs model portfolios and technology-enabled tools to support client investment decisions.