Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. 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 over $212 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Hannah Aronowitz is a Series 66-licensed advisor at Goldman Sachs Wealth Services with two years of industry experience. Her prior work includes roles at Goldman Sachs & Co LLC, Hodgson Russ, and Bowled Co. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a broad range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Mark Mulflur is a financial advisor with Eagle Strategies (New York Life) in Rockland, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Prowealth LLC and NPS LLC, as well as a period as a homemaker. Outside of his advisory work, he volunteers with the Cool Kids Campaign Foundation, providing logistics support for charity fundraising events. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and maintains a large non-discretionary asset base, working closely with plan sponsors within an integrated New York Life structure.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at LPL Financial, Lockwood Advisors, and Pershing LLC. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a variety of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by a broad affiliate ecosystem.

Gavin Symington is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. Outside of finance, he is involved as an independent contractor marketing for Whalers Brewing Company. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and corporate entities, providing financial planning, portfolio management, and brokerage services. The firm offers advice through a combination of model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Juan Falcon is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, he has experience with entrepreneurial and educational activities, including involvement with One Call Junk Haul and multiple roles at Boston College. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a mix of model portfolios and manager-driven investment strategies and offers both discretionary and non-discretionary account management through an integrated advisory and broker-dealer platform.

Steven Perlman is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Janney Montgomery Scott in 2018. Janney Montgomery Scott is a large dual-registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

David Varela 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 Raymond James & Associates from 2006 to 2017 before joining Janney in 2017. 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, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Peter Fredericksen is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank of Canton since 2008 and infinex Investments, Inc. since 2007. Outside of his advisory role, he is involved in estate planning through BOC - Life Solutions, focusing on sales of estate plans and related trusts. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.

Ryan Mcsally is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked for Wells Fargo Clearing and was self-employed for several years. Voya Financial Advisors serves individual clients, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm delivers advice through a combination of model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Brett Argall is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has concurrently worked with Douglas Public Schools as a girls junior varsity volleyball coach and serves as president of the Douglas Athletic Boosters, an organization that raises funds for local school athletic programs. His background also includes administrative support and fixed insurance sales through independent business activities. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an integrated advisory and broker-dealer platform.

Jack Baird Jr. is a financial advisor with Focus Partners Wealth, LLC in Hingham, MA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at The Colony Group and Credit Suisse Securities (USA) LLC, with eight years at each firm. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Luke Allen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Cantor Fitzgerald & Co, and ADP Broker Dealer Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser that supports 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 offering operational, trading, compliance, and practice-management support to affiliated advisors.

Andrew Michienzi is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2021. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary programs.

Kennett Fisk is a financial advisor at Commonwealth Financial Network in Boston, MA, with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Commonwealth and Beacon Investment Management since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling affiliated advisors to offer customized portfolio solutions.

Bruce Wimberly is a financial advisor at Corient with 11 years of industry experience and holds a Series 63 designation. His previous roles include positions at Eaton Vance WaterOak Advisors and Boston Partners. Outside of his advisory work, he serves on the Board of Directors and Investment Committee for Camp Timanous, a boys summer camp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with ongoing portfolio monitoring and risk management.

Brendan Keaveney is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Voya Financial Advisors, he worked at Fidelity Investments for three years and has held roles at several other financial firms. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by offering financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance product distribution. The firm provides advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party strategists.

Mark Duffy is a CFP® and CFA® currently with Focus Partners Wealth, LLC, where he has been since 2026. He has prior experience with Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a range of wealth management and advisory services across various asset classes and managed account structures.

Mitchel Syp is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds Series 63 and Series 65 designations 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 variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Sean Flaherty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Coburn & Meredith, Inc. for 22 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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, constructing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a blend of long-term and shorter-term strategies.