Sean Condon is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked with Eagle Strategies since 2013 and with New York Life entities since 2008. Condon serves on the board of The Wilson House, a nonprofit organization in East Dorset, VT, dedicated to preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, charitable, and corporate clients. The firm offers multiple advisory programs and tailors recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ian Hannafin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at GW&K Investment Management and Fidelity Investments. Voya Financial Advisors serves individuals, retirement plans, and corporate clients by offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes model portfolios and third-party strategists, managing most advisory assets on a non-discretionary basis.

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.

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.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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, including wealth management, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

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.

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.

Tyler Calder is a CFP® with 10 years of industry experience currently advising at Cerity Partners LLC. His prior roles include positions at Wilmington Trust/M&T Bank, TD Bank, and Bernstein Wealth Management. He is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Dennis Miller is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Token Metrics, Next Capital Tech, and Wellington Management. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance product distribution, with a significant portion of assets managed on a non-discretionary basis.

Harrison Courville is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Fidelity Investments and various other organizations. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients through financial planning, portfolio management, and brokerage services. The firm combines affiliated strategies and third-party managers, offering both advisory and commission-based products.

Erika Van Lingen is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Voya Financial Advisors since 2014, including its affiliated entities, and previously worked at Santander Bank and Santander Securities in 2019. 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 offers a range of investment programs that include both discretionary and non-discretionary management, supported by an extensive affiliate network and a combination of advisory and broker-dealer platforms.

Jeffrey Peras is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Securities Corporation and Bolton Global Capital for 20 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

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.