William Riquier is a financial advisor with United Planners' Financial Services of America and The Retirement Financial Center, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with United Planners and The Retirement Financial Center since 2011 and operates a non-variable insurance business under his own name. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Kenneth Connors is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Bank. Connors has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with third-party platform arrangements and AI-enabled research tools.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Voya, she held roles at Fidelity Investments and various businesses outside finance. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services with a focus on investment policy statements and model allocations, combining both in-house and external strategists supported by technology-enabled tools.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Empower, Kronos, ADP, and AARP Financial. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan and IRA advisory services through a network of investment adviser representatives.

Christina O Connell is a financial advisor at Eagle Strategies (New York Life) with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Baystate Financial and Bentall Kennedy. Outside of her advisory role, she serves as a Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers tailored solutions through various programs, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Joseph Valenty is a financial advisor with PNC Wealth Management in Brighton, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role at PNC Investments LLC, he worked at Osaic Wealth and has held various positions outside the financial industry. Valenty serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Adam Armstrong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, Fisher Investments, and Equitable Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Jacob Dickson is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies alongside technology-enabled tools to implement client recommendations.

David Tremblay is a CFP® with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC in Boston, MA. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include six years at Prio Wealth, LP and seventeen years at Standish Fund Distributors, L.P. Cerity Partners advises a diverse client base, offering customized wealth management services including investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm employs a client-specific investment approach with access to both traditional and alternative investment solutions, serving individuals, families, institutions, and other entities.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management using model and customized portfolios.

Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jason Hutchinson is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Lincoln Investment and Edward Jones. Outside of advising, he is employed part-time at QAD, where he assists with appointment scheduling. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting services.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2021. Prior to that, she was employed at Bainco International Investors LLC for nine years and Newbury Street Capital, LP for sixteen years. Outside of finance, she is a partial owner and general manager of Divadend Footwear LLC, a women's shoe retailer. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

James Beyloune is a financial advisor with Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Oppenheimer & Co., Inc. since 1994 and at Fahnestock & Co. Inc. since 2003. Beyloune serves as trustee for the Beyloune Family Investment Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Julie Ruane is a financial advisor with Commonwealth Financial Network, holding 19 years of industry experience. She has worked at the Massachusetts Bay Transportation Authority (MBTA) since 1987. 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 operational support, enabling affiliated advisors to offer customized portfolio solutions and wealth management services.