Tyler Ash is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. He has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2017 and previously was employed at Hitachi Consulting Corporation from 2015 to 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

George Saltonstall is a CFA® charterholder with 44 years of industry experience and currently serves at Corient. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors, Inc. He is also involved as a limited partner and advisor at S & Co., LLP, a family office, where he provides trustee services. Corient offers 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 utilizes a goals-based, team approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Christopher Cusolito is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has approximately one year of industry experience. His background includes roles at Capitol Securities Management, Duke University, and various educational and recreational organizations prior to joining Voya. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients through financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios and third-party strategists, offering primarily non-discretionary advisory services alongside commission-based product sales through its broker-dealer platform.

Grace Clark is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, she held positions at Fidelity Investments, JEF Associates, Janney Montgomery Scott, and had roles outside the financial sector including work with UNH Admissions and various hospitality establishments. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, delivering advice primarily on a non-discretionary basis using model portfolios and both affiliated and third-party strategies.

Izabella Kacprzyk is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers. The firm conducts a significant portion of its advisory business on a non-discretionary basis and integrates broker-dealer activities within its service model.

Joanna Thompson is a Series 66 licensed financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory work, she engages in clothing resale through online platforms such as ThredUp and Poshmark. 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 wide range of clients including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and advisory programs.

Brandon Intrater is a financial advisor at Corient in Boston, MA, holding a Series 65 designation and with 17 years of industry experience. He previously worked at Vivaldi Capital Management for nine years and Long Term Solutions, LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Kamryn Person is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held positions at Citizens Bank, Fifth Third Bank, and Bank of America. Outside of finance, Kamryn has been self-employed as a professional singer and band leader since 2007 and performs regularly at Off The Rails, a concert venue and restaurant. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, supporting clients with financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Randall Franco is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 63 and Series 66 designations and has two years of industry experience. His prior work includes roles at Fidelity Investments, Careerist, and Composite Modules/Motors, Inc. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, delivering advice via Investment Adviser Representatives using model portfolios and affiliated strategies.

Sophia Cross is an investment adviser representative at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and has a background that includes full-time education and roles in various industries. Outside of advisory services, she is a licensed insurance agent who occasionally offers commissionable insurance products. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate clients, providing financial planning, portfolio management, and brokerage and insurance products. The firm utilizes model portfolios, affiliated and third-party strategies, and manages a significant portion of its assets on a non-discretionary basis.

Gracie Le Du is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation. She joined the firm in 2025 and has a varied background including roles at Lululemon, Morgan Stanley, and Urban Outfitters. Le Du attended the University of Vermont from 2021 to 2025. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm combines affiliated strategies with third-party management and provides advice primarily on a non-discretionary basis.

David Dorgan is a financial advisor with Commonwealth Financial Network, holding nine years of industry experience. He has a background in healthcare, currently working at Partners Healthcare / Mass General Hospital since 2004. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Eagle Strategies since 2023 and has longstanding ties to New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he is a member of the Satuit Boat Club, a nonprofit organization in Scituate, MA. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a variety of advisory services such as financial planning, investment management, and retirement plan consulting, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Bailey Fielding is a Series 65-licensed financial advisor with one year of industry experience, currently with Integrated Wealth Concepts LLC. Prior to joining Integrated Wealth Concepts, Bailey worked at Dakota Wealth, LLC and Dakota Tax Services LLC. 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, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Shaquille Johnson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and possessing five years of industry experience. He has been with Voya since 2018, including a role at Voya Financial Partners, LLC, and previously worked at Best Buy and STCC. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an integrated advisory platform and broker-dealer distribution system.

Duke Duncan is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with seven years of industry experience. He previously worked at Standish Management from 2015 to 2017 before joining The Colony Group, LLC in 2017. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. In addition to her advisory role, she provides client service for The Kaleel Company, Inc., supporting insurance clients. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools under internal oversight.

Michael Merrigan is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Focus Partners Wealth, The Colony Group, LLC, GW & Wade LLC, and KPMG in Boston. 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 solutions that incorporate strategic and tactical asset allocation, manager selection, and a variety of investment vehicles.

Sadie Holdridge is a CFP® and Series 66-licensed advisor at Corient with 16 years of industry experience. She previously spent 10 years with Breeds Hill Capital before joining Corient in 2025. 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 that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Jamie Degiso is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at various firms including Santander Securities, LLC, Santander Bank, NA, Cetera Advisors LLC, and Investors Capital Corporation. His current role began in 2025 at TD Bank N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm constructs portfolios using a blend of strategic and tactical asset allocation with both affiliated and third-party investment sub-managers.