Kathy Hamm is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a ChFC® designation and Series 63 license, with 36 years of industry experience. She has worked at Commonwealth Financial Network since 2005 and at Principled Wealth Advisors from 2004 to 2025. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad selection of securities and insurance products.

Steven Dechiario is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kyle Coden is a financial advisor at Mariner based in Boston, MA. He holds a Series 65 designation and joined Mariner in 2025 after completing his education. His prior work experience includes roles in education and the service industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and financial wellness services alongside its portfolio management.

Patrick Meehan is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, FSC Securities Corp, and Edward Jones. Meehan is based in Beverly, MA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, access to mutual funds, ETFs, and separately managed accounts through a combination of strategic and tactical asset allocation.

Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA since 2012. 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, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Bradley Wilson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth LLC, and Boston Private Wealth LLC. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a combination of proprietary and external strategies, supported by internal investment and governance teams, to deliver customized portfolio management and family office services.

Nicholas Elkins is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and BDO USA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary management across a broad range of investment programs.

Teresa Finigan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Voya Financial Partners since 2014 and has operated Finigan & Associates since 2018. Additionally, she is a licensed independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment approach using model portfolios, external strategists, and technology tools, and manages relationships primarily on a non-discretionary basis, combining financial planning, portfolio management, and retirement advisory services.

Matthew Murphy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Guardian Life and its affiliates since 2006 and has been affiliated with Park Avenue Securities since 2024. In addition to his advisory work, he has been involved with Northeastern University for over two decades. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.

Richard Lunetta II is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2020, concurrently affiliated with Guardian Life Insurance Company since 2015. Outside of his advisory role, he serves as an Education Coordinator for Business Network International. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

Brian Kelleher is a financial advisor at Breckinridge Capital Advisors Inc with 14 years at the firm and three years of industry experience. He holds a Series 65 credential and is based in Boston, MA. 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, and mutual funds. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Rebecca Peterson is a financial advisor with Commonwealth Financial Network in Arlington, MA, holding the ChFC® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Commonwealth and Owings Financial Services since 2001. Outside of advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors with investment management, trading, compliance, and practice management services.

David Richards is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 19 years of industry experience, including over 12 years with CRR Wealth Management, LLC, and more than 30 years as managing partner of CRR, LLP, a public accounting firm where he performs tax and consulting services. Richards is also a partner in Calculated Exit Partners, LLC, providing merger and acquisition advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisor-support platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Howard Nellhaus is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 27 years of industry experience. He previously worked at Voya Financial Advisors and Voya Financial Partners, LLC. Nellhaus 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 nearly 2,900 advisors and a broad client base. The firm provides a range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Alan Zwicker is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Zwicker also provides administrative support to Goodman Advisory Group, an independent investment advisory firm. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with client authorization required for trades.

Scott Smith is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management and Banc of America Investment Services. In addition to advisory work, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Gabriel Vides is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He has previously worked at UBS Financial Services, J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Her prior experience includes roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves as a trustee and Finance Committee member at Gordon College and is also on the board and Finance Committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Nicolas Souffrant Jr. is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 registrations and 22 years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, Citizens Bank, and Merrill. Outside of his advisory work, he maintains involvement in rental property management. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm integrates in-house and external strategies with technology-enabled tools to manage a range of account types, primarily through non-discretionary client-authorized arrangements.