Yuan Liu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at SS&C Technologies Holdings, Fin Tacs LLC, SCORE, Debtmerica, KPMG US LLP, World Financial Group, Inc., and JP Morgan Chase. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Jacob Tristine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience with Slanté Management. Voya Financial Advisors serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers.

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 licenses and bringing 13 years of industry experience. His prior experience includes roles at BlackRock, Merrill, Bank of America, and Commonwealth Financial Network, among others. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs through an integrated advisory and broker-dealer platform.

Federico Berruto is a CFA® charterholder affiliated with Money Concepts Capital Corp and has prior experience at Harbourvest Partners, State Street Associates, GMO, and Rise North Capital. Although new to his current advisory role, he has a professional background spanning several years in the financial industry. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

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.

Joseph Carney Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and has operated Joseph M. Carney CPA since 2000. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Mackenzie worked at The Colony Group, LLC and held multiple roles at Northwestern Mutual including investment services and wealth management between 2014 and 2018. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated services.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Creative Wealth Solutions and Insurance Services, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, Hughes volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves on the board of South Shore Young Professionals, assisting with the interview process for the Grant Committee. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs, emphasizing fiduciary responsibilities and a predominantly non-discretionary asset management approach.

Keith Gaffney is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2005 to 2026. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology tools and centralized due diligence.

Amy Mohan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC. Her prior experience includes roles at Ameriprise and UBS Financial Services. She is also involved in financial planning activities through Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC based in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC and Brown Brothers Harriman. Before entering the financial industry, he was affiliated with the Greenville Swamp Rabbits and attended Dartmouth College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized offerings.

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. in Boston, MA, holding a Series 66 designation with five years of industry experience. Prior to joining Voya in 2026, he worked at AGIA and VALIC Financial Advisors. He has also held positions outside finance, including work with ESPN Wildcat Productions. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, retirement plans, and charitable and corporate entities. The firm offers financial planning, portfolio management through managed accounts, third-party money manager access, and insurance product distribution.

Peter Gagne is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network and Shadduck Financial Group during his career. He also spends part of his time engaged in fixed insurance sales. 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 a broad range of individual and institutional clients. The firm offers various managed-account programs, access to third-party asset managers, and custody/clearing services, supporting advisors with both internal and external portfolio management options.

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.

Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.