Amy Mohan is a CFP® certified financial advisor with 12 years of industry experience. She currently works at Ameritas Advisory Services, LLC and has previously held roles at Ameriprise and UBS Financial Services. In addition to her advisory work, she is involved with Daniel J. Galli & Associates, providing financial planning services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of model portfolios, mutual funds, ETFs, and individual securities.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time with the Greenville Swamp Rabbits and academic experience at Dartmouth College. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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. with five years of industry experience. He holds a Series 66 designation and has worked with firms including AGIA and VALIC Financial Advisors. Outside of his advisory role, Maida has experience with non-securities insurance products as an agent. 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 integrates both in-house and external strategies through model portfolios and technology tools, offering a mix of discretionary and non-discretionary management tailored to client needs.

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. His prior roles include positions at Voya Financial Advisors, Santander Securities, USAA Financial Planning Services, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.

Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Janney Montgomery Scott since 2012 and previously spent eight years with Wells Fargo Clearing. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Tyler Calder is a CFP® with 10 years of industry experience, currently with Cerity Partners LLC in Boston, MA. He previously worked at Wilmington Trust / M&T Bank and TD Bank. Cerity Partners advises a diverse range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Dennis Miller is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Equitable Advisors, Token Metrics, Next Capital Tech, and Wellington Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, using a combination of model portfolios, technology-enabled tools, and both discretionary and non-discretionary account management.

Harrison Courville is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments and various positions outside finance, such as at Boone Street Market Place and Pfizer. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and both discretionary and non-discretionary management approaches across a broad product shelf.

Stacy Putnam is a financial advisor at TD Private Client Wealth LLC in Boston, MA, with 13 years of industry experience. She holds the Series 66 designation and has been with TD Bank and TD Private Client Wealth since 2012. Outside of her advisory role, she manages a seasonal Airbnb rental property with her husband. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party managers.

Gregory Williams is a financial advisor at Guardian Life with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife. He is based in Braintree, MA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary and model-based portfolio management, and access to proprietary and third-party investment solutions.

Erika Van Lingen is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Santander Bank, Santander Securities, Merrill, and Fidelity. VOYA Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver advisory solutions through both non-discretionary and discretionary account structures.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 32 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Nicolas Spanos is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience, including prior work at Fidelity Investments. Outside of finance, he has been involved with the North River Yacht Club. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines technology-enabled tools and model portfolios to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Alexander Keller is a financial advisor with Corient in Boston, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and previously worked at Surevest Private Wealth, Ameriprise Financial Services, and New York Life Insurance. Keller has been with Corient and related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Marco Larocque is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked for nine years at Desjardins Global Asset Management. 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 emphasizes active, research-driven management across various asset classes and provides proprietary model portfolios and access to private funds through specialized programs.

Michael Abdalla III is a financial advisor with Janney Montgomery Scott in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James & Associates and Wheeler & Taylor Insurance. Outside of finance, he has experience in the hospitality industry, including work at Lucky’s Ice Cream & Grill and Michaels Restaurant. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Ethan Deviveiros is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Fidelity Investments and the University of Rhode Island. 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, unified managed accounts, and retirement advisory services through a large network of representatives using both affiliated and unaffiliated investment products.