Ian Hannafin is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at GW&K Investment Management and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a combination of in-house and external strategists, using technology-enabled tools and model portfolios to implement investment recommendations.

Jacob Tristine is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years and has additional experience with Slanté Management and Amwins Group Benefits, LLC. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of investment adviser representatives. The firm offers both discretionary and non-discretionary account management, utilizing model portfolios and technology-enabled tools to implement client investment strategies.

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 at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BlackRock, Merrill, Bank of America, and Commonwealth Financial Network. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies, primarily through non-discretionary client-approved relationships.

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 with firms including AGIA and VALIC Financial Advisors. Outside of his advisory role, Maida has experience with non-securities insurance products as an agent. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates both in-house and external strategies through model portfolios and technology tools, offering a mix of discretionary and non-discretionary management tailored to client needs.

William O'Neil is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. His prior roles include positions at Voya Financial Advisors, Santander Securities, USAA Financial Planning Services, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

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 financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Equitable Advisors, Token Metrics, Next Capital Tech, and Wellington Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, using a combination of model portfolios, technology-enabled tools, and both discretionary and non-discretionary account management.

Harrison Courville 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. His prior work includes roles at Fidelity Investments and various positions outside finance, such as at Boone Street Market Place and Pfizer. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and both discretionary and non-discretionary management approaches across a broad product shelf.

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 with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Santander Bank, Santander Securities, Merrill, and Fidelity. VOYA Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver advisory solutions through both non-discretionary and discretionary account structures.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bolton Securities Corporation, Bolton Global Capital, and Wells Fargo Advisors. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management with both advisor- and firm-managed strategies, and access to third-party managers, supported by an in-house Investment Management & Research team.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.