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 with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Capitol Securities Management and various educational and community organizations. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisors, utilizing both affiliated and unaffiliated investment products in a combination of discretionary and non-discretionary account management.

Grace Clark is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Fidelity Investments and Janney Montgomery Scott. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm uses investment policy statements and model allocations supported by both internal and external strategists, and delivers services through a network of adviser representatives with a range of affiliated and unaffiliated investment products.

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 prior experience at Fidelity Investments. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management through a combination of in-house and third-party strategies, utilizing both discretionary and non-discretionary account management.

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.

Gehrig Zimmerman is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience, including a prior role at Fidelity Investments. His background includes positions outside finance, such as work at LifeTime Fitness and educational institutions. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated products, and employs technology-enabled tools alongside model portfolios to tailor client investment strategies.

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, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held roles at Citizens Bank, Citizens Securities, and Charles Schwab & Co., Inc. Outside of finance, Kamryn is self-employed as a singer and band leader, performing with the concert venue Off The Rails since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

John Bevilacqua is a financial advisor with Commonwealth Financial Network based in Lynnfield, MA. He holds the ChFC® designation and Series 63 license, with 52 years of industry experience. His prior work includes 10 years at Capital Management Partners, LLC. He serves as a trustee on real estate trusts outside of his branch and is president and owner of Bfa Inc., a private entity connected to his investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers managed-account programs, third-party asset manager access, retirement consulting, and custody services, providing both internally managed and outsourced portfolio options.

Randall Franco is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at Fidelity Investments, Careerist, and various other companies. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a broad network of advisors.

Sophia Cross is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 licenses 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 various roles in other industries. In addition to her advisory role, Cross is an independent licensed insurance agent and occasionally offers insurance products to clients. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charities, and corporate clients. The firm combines in-house and external resources with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Gracie Le Du is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, she held roles at Lululemon, Morgan Stanley, Urban Outfitters, Marriott, and Victoria's Secret. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations across a large network of investment adviser representatives.

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.

Stephen Belsanti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, MSI Financial Services, Mariner, and New England Securities. He is also co-owner of Trident Benefit Solutions, LLC, an employee group benefits consulting firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform of investment management options, retirement and plan consulting, and custody services.

Christopher Wakeman is a financial advisor with Commonwealth Financial Network and Lignum Wealth Management, holding a Series 66 credential and 22 years of industry experience. He has been with both firms since 2013. Outside of his advisory work, he serves as a member of the Boxford Town Finance Committee, where he participates in reviewing and approving the town budget. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Patrick Mcguiness is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 12 years of industry experience. His career includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, Bank of America, Merrill, and Edward Jones. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party managers, providing ongoing portfolio management and financial planning support.

Bailey Fielding is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Integrated Wealth Concepts in 2025, 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 a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Shaquille Johnson is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Voya in 2018, he worked at Best Buy and STCC. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and third-party investment products with a focus on client-approved, non-discretionary relationships.

Kawtar Slaoui is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016, serving in various roles within the organization. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Duke Duncan is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Standish Management and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.