Julie Sacchiero is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Mariner and previously spent 21 years at GW&K Investment Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational solutions for employer clients.

Kyle Westfall is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Tyler Small 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 several academic and youth organizations, including the University of Massachusetts President's Office and the Milford-Hopedale Youth Soccer Association. He is also involved with Coyotes Lacrosse Club LLC. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations supported by both in-house and external strategists and technology tools, managing many accounts on a non-discretionary basis while offering some discretionary portfolio management options.

Michael Klier Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Armory Group LLC and ROTH Capital Partners, as well as teaching experience at Suffolk University. Outside the financial industry, he worked with Petrel Fishing Charters and J&B Tackle Co. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of financial planning and investment management services, combining model portfolios, technology-enabled tools, and both discretionary and non-discretionary account management.

Mary Di Napoli is a financial advisor at Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Janney Montgomery Scott since 2002. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Owen O’Brien is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for four years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products and technology-enabled tools.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is also a member of the finance committee for Envisioning Access, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s recommendations are based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains affiliated entities specializing in accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Benjamin Heikes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at The Mather Group, Financial Engines Advisors, Edelman Financial Services, Fidelity, and T. Rowe Price Advisory Services. Mariner serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and specialized tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and features integrated tax and accounting capabilities uncommon in large advisory enterprises.

John Milone is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Focus Partners Wealth since 2024. Prior to his current role, he completed four years at Union College and four years at Notre Dame High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing tools such as trend-following and options overlay strategies.

Beverly Rodrigue is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Her prior experience includes roles at North American Management Corp and Lake Street Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Andressa Tsaparlis is a financial advisor at Breckinridge Capital Advisors Inc with 8 years at the firm and a total of 11 years of industry experience, including three years at JP Morgan. She holds the Series 65 designation 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, trusts, mutual funds, and wrap-fee programs. The firm offers a range of fixed income and equity strategies and integrates a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and a team-based portfolio construction process.

Lauren Desforge is a financial advisor at Cerity Partners LLC with 27 years of industry experience. She holds the CFP®, PFS™, and Series 63 designations. Prior to joining Cerity Partners in 2022, she worked for Daintree Advisors LLC for ten years. Desforge serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, Inc., a nonprofit providing financial advice to low-income families. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional clients. The firm offers customized investment management, financial planning, and access to alternative and private-market investments, managing approximately $126.9 billion in client assets.

Alexander Gross is a CFP® with 22 years of experience in the financial industry. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously spent a decade at Daintree Advisors LLC. Gross holds the Series 65 designation and is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other entities. The firm offers customized portfolio management with a focus on diversified asset allocation and provides services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Barbara Cummings is a financial advisor with William Blair in Boston, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients, employing an active, research-driven approach across multiple asset classes. The firm offers proprietary models, access to private funds, and collaborates with third-party sub-managers and affiliated investment advisers.

Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a 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.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, holding a Series 65 designation. He has been in the financial industry since 2021, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within a long-term, tax- and fee-sensitive framework, supported by fundamental and quantitative analysis.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Fidelity Investments from 2024 to 2026. Voya Financial Advisors 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 emphasizes client relationships structured around investment policy statements and combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Mark Haser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Artemis Financial Advisors for six years and has held positions at Kyruus and Athenahealth. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.