Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Jonathan Bouvier is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. He has been with Rockefeller Financial since 2025 and had prior experience at Janney Montgomery Scott LLC. He has held various roles in education and communications before entering the financial industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, with capabilities that include broker-dealer services and alternative investment placements.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

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.

Cole Di Rico is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 license and has one year of industry experience, including prior roles at Merrill and Automatic Data Processing. Outside of financial advising, he has worked in the hospitality industry, including bussing tables, hosting, serving, and bartending. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management using both affiliated and third-party strategies, and brokerage and insurance product distribution.

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.

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. in Boston, MA. He holds Series 63 and Series 65 licenses and has experience working at Fidelity Investments and Universal Finance Corp. prior to his current role. Outside of finance, his background includes roles in education and golf club operations. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.

Elody Wagnac is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Dorchester, MA. Her work history includes roles at Target Corporation and State Street Corporation prior to joining Janney. 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 and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

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.

John Bliss is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes roles outside finance, such as with Pizza Hollywood and The Aquidneck Club. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering services including financial planning, portfolio management, and brokerage product distribution through a combination of model portfolios, affiliated strategies, and third-party managers.

Cody Manfrim is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Merrill. Before entering the financial industry, he has held various roles including positions in bartending and retail. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various programs, and brokerage and insurance product distribution, delivering advice primarily on a non-discretionary basis using model portfolios and affiliated strategies.

Alexis Mena is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. Prior to joining Voya, Alexis worked at Fidelity Investments and JMEL LLC. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage and insurance product distribution through a combination of affiliated strategies and third-party managers.

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, he worked at Fidelity Investments for one year. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance products delivered through affiliated strategies and third-party model portfolios.

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.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. He serves on the board and investment committee of the MetroWest Health Foundation, a nonprofit focused on regional health philanthropy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and a range of investment options.