Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Voya, she worked at Fidelity Investments and has diverse experience in other fields including hospitality and retail. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice via non-discretionary relationships.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP, where she worked for several years across multiple affiliated entities. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services through multiple program structures, with a mix of non-discretionary and commission-based offerings.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Adam Armstrong is a CFP® with nine 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, and Fisher 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 including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jacob Dickson is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations.

David Tremblay is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of 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.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 credentials with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2005. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and offers customized portfolio management alongside model portfolio programs.

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.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital, LP. Outside of finance, she is a partial owner and general manager of a women's footwear business in Boston. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios across various asset classes.

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.

Judith Cranna is a CFA® charterholder based in Boston, MA, with four years of industry experience. She currently serves at Corient and has prior experience with Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach incorporating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Riley Linden is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, Riley held positions at Fidelity Investments and has worked in roles outside the financial services industry, including design and catering, as well as involvement with Sail Salem, a sailing organization. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on delivering non-discretionary recommendations through various program structures.

Sally Bowen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 34 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 21 years before joining T. Rowe Price in 2022. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and interactive online planning tools.

Daniel Esdale is a CFP® professional with 19 years of experience, currently serving at Commonwealth Financial Network since 2007. He is licensed with Series 63 and Series 66 designations. 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 about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Audrey Binder is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and has academic experience at Northeastern University and the London School of Economics & Political Science. Outside of finance, she has been involved in the food service industry through roles at Steak & Whisky and Paciugo Gelato. Oppenheimer is a registered investment adviser and broker-dealer serving a broad client base, including individuals, corporations, and charitable organizations. The firm offers a wide range of advisory and consulting services across equity, balanced, and fixed-income portfolios, managing both discretionary and non-discretionary accounts while maintaining custody of client assets.

David Kaminski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, providing tailored wealth management solutions within a large integrated financial group.

Christopher Hemhauser is a financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foreside Fund Services, PanAgora Asset Management, Massachusetts Crease LLC, and State Street Bank & Trust Company. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment outlooks with fundamental research and rules-based models, employing tax-aware techniques and proprietary portfolio management systems.