Daniel Agbor is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 license and one year of industry experience. His prior work includes roles at Fidelity Investments and Horizon Global Partners. Outside of his advisory work, he operates a gaming content and podcast-related social media business. VOYA Financial Advisors, Inc. serves individual, pension, charitable, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm employs a mix of in-house and external strategists, model portfolios, and technology-enabled tools to support client investment decisions through both non-discretionary and limited discretionary management arrangements.

Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment monitoring committee for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment and consulting services with a mix of discretionary and non-discretionary management, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill for two years. His background includes roles at the University of New Hampshire and Keller North America. 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 combines model portfolios, technology-enabled tools, and both affiliated and unaffiliated investment products to deliver services through a large network of advisors.

Richard Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Commonwealth since 2000 and concurrently operates at Huff Insurance Agency, where he has been involved in fixed insurance sales since 1989. 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 alongside operations, trading, technology, investment management, compliance, and practice-management support.

John Balzer is a financial advisor with Primerica Advisors in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Guardian Life Insurance Company and Park Avenue Securities since 2013. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Michael Ricci is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds the Series 66 designation and has two years of industry experience, including prior roles at Stifel Nicolaus. Voya Financial Advisors, Inc. is a large enterprise-scale firm serving individuals, pension plans, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm utilizes model portfolios, third-party managers, and technology-enabled tools to implement recommendations, operating in both investment advisory and broker-dealer capacities.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Keon Songui Samuel is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Empower Advisory Group, he worked at Empower Retirement and has diverse experience including roles at Instacart, Shipt, Wag Labs, and involvement with youth and community organizations such as Boston Centers for Youth & Families. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, serving a large participant base with a higher client-to-advisor ratio than many peers.

Christina Bacon is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held a variety of roles, including positions outside the financial sector. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of representatives, utilizing a mix of in-house and third-party strategies with technology-enabled tools to support client recommendations.

Sarah Dudley is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. She has been with Goldman Sachs since 2024 and has prior experience at firms including ClearBridge Investments and Franklin Templeton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to implement tailored portfolios through a combination of discretionary and non-discretionary managers.

Mark Scribner is a financial advisor at Wealth Enhancement Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, Kestra Investment Services, and Cetera Advisor Networks. Outside of finance, he operates a freelance photography business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Alison Boudreau is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has prior experience at L.L. Bean and the University of Massachusetts, Amherst. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary analytics and integrates resources across the Goldman Sachs affiliates to deliver comprehensive advisory solutions.

Joseph Harton is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Citizens Securities Inc., and Scottrade. Harton is based in Danvers, MA. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Moniz is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Empower Retirement, Equitable Advisors, Axa Advisors, and Voya Financial. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within an administration platform linked to Empower’s recordkeeping and brokerage services.

Andrew Vernazza is a financial advisor with Creative Planning, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ferris Capital, LLC for ten years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques.

Benjamin Warren is a CFP® certificant with nine years of industry experience. He currently serves as a financial advisor at Voya Financial Advisors, Inc. in Boston, having previously worked at Manulife John Hancock Brokerage Services LLC, John Hancock, John Hancock Funds, Inc., LPL Financial, LLC, and Oxford Global Resources. Outside of his advisory role, he manages a duplex property where he resides in one unit and rents the other. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, employing a mix of in-house and external strategies with both discretionary and non-discretionary account management.

Michael Syer is a CFP® professional based in Boston, MA, with seven years of industry experience. He has worked at Mariner since 2025 and previously held roles at Cerity Partners LLC, Bainco International Investors LLC, and The Colony Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers and offers specialized solutions such as Core Family Office services and employer financial-wellness tools.

Timothy Ostrander is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has 20 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Outside of his advisory role, Ostrander serves on the Advisory Board at SUNY Geneseo and is Treasurer and a Finance Committee member for the Mass Mentoring Partnership Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and cross-affiliate capabilities to deliver tailored wealth management solutions.

Andrew Mcgrade is a CFA® charterholder with 15 years of industry experience. He is currently with TD Private Client Wealth LLC in Boston, MA, where he has worked since 2016. His work history includes roles with TD Bank, N.A., overlapping with his tenure at TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering financial planning support and custody services through third-party custodians.

Georgios Liakakis is a Certified Financial Planner® with six years of industry experience. He is currently with Allworth Financial, L.P. and previously worked for ten years at Sachetta & Callahan, LLC. Outside of financial advising, he is the owner-president of The Corner Cafe, a restaurant in Lowell, Massachusetts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of customized investment strategies and financial planning services, utilizing both discretionary and non-discretionary approaches, and features ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.