Denise Lacause is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 66 credential and has worked at Lincoln Investment Planning Inc since 2013, following a brief tenure at Edward Jones in 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs supported by a team employing both strategic and tactical investment approaches.

Ian Hannafin is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at GW&K Investment Management and Fidelity Investments. His career also includes four years at Elon University. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services like financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a majority of assets managed on a non-discretionary basis.

Jacob Tristine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments. Outside of financial services, he has been involved with Slanté Management, associated with the Olds Irish Social Club. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based relationships.

Stephen Oliver is a CFP®, CFA®, and Series 65 credentialed financial advisor with 29 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent eight years at Daintree Advisors LLC. Outside of his advisory work, he serves on the Board of Managers for Barrell House Z, a craft brewery in Weymouth, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and foundations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Michael Smith Vaughan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. 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, offering tailored investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Alexandra Goodson is a CFP®-certified financial advisor with seven years of industry experience, currently with Corient in Boston, MA. Her background includes roles at Aristotle Capital Management and RBC Capital Markets. She is also co-founder of Cloud-y Cleaner S-corp, a cleaning product manufacturing and distribution business. 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 combining in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles.

Stephen High is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and with 13 years of industry experience. His prior roles include positions at BlackRock, Merrill, Bank of America, Commonwealth Financial Network, and other firms. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm operates as both an SEC-registered investment adviser and broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

Benjamin Kachur is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans tailored to their goals and financial needs. He emphasizes understanding clients' priorities through attentive questioning and listening, using Fidelity's investment tools to construct and monitor financial plans. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024 before assuming his current role in 2024. His approach involves continuous progress monitoring and plan adjustments in response to changes in clients' situations and economic conditions. Outside of his professional work, Benjamin enjoys fishing, fitness, golf, running, and skiing.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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 wealth management, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time with the Greenville Swamp Rabbits and academic experience at Dartmouth College. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brooke Gordon is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she was affiliated with The Ayco Company, L.P. for several years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm’s advisory teams employ strategic and tactical allocation models and utilize a range of fee arrangements and platforms, leveraging proprietary and third-party analytics as well as integration across the broader Goldman Sachs ecosystem.

Michael Maida is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at AGIA and VALIC Financial Advisors. Outside of advisory work, he has experience in non-securities insurance product activities. Voya Financial Advisors serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations, offering financial planning, portfolio management, and third-party money manager access through various program structures with an emphasis on recommendation-based, non-discretionary client relationships.

William O'Neil is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2022, with prior roles at Voya Financial Advisors and Santander Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering tailored financial reviews and investment recommendations using Schwab's asset allocation models and research tools, while leaving final trading decisions to clients.

Tyler Calder is a CFP® with 10 years of industry experience currently advising at Cerity Partners LLC. His prior roles include positions at Wilmington Trust/M&T Bank, TD Bank, and Bernstein Wealth Management. He is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Dennis Miller is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Voya Financial Advisors, Inc., having previously worked at Equitable Advisors, Token Metrics, Next Capital Tech, and Wellington Management. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a significant focus on non-discretionary recommendations.

Harrison Courville is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments and various businesses across retail, education, and hospitality sectors. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through multiple program structures, primarily focusing on non-discretionary recommendations.

Stacy Putnam is a financial advisor at TD Private Client Wealth LLC in Boston, MA, with 13 years of industry experience. She holds the Series 66 designation and has been with TD Bank and TD Private Client Wealth since 2012. Outside of her advisory role, she manages a seasonal Airbnb rental property with her husband. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party managers.

Erika Van Lingen is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA, with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with VOYA Financial Advisors since 2014, including its enterprise entity since 2019. Prior to her current role, she was associated with Santander Bank, NA and Santander Securities, LLC during 2019. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through various program structures, emphasizing non-discretionary advisory relationships alongside its dual role as both an SEC-registered investment adviser and broker-dealer.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Securities Corporation and Bolton Global Capital for 20 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.