Marilyn Sullivan is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having joined both firms in 2022. Her prior experience includes roles at Mountain One Investments Group, Commonwealth Financial Network, and Morgan Stanley. 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 utilizes a combination of strategic and tactical asset allocation through proprietary managed portfolios and employs both affiliated and third-party sub-managers.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Daintree Advisors LLC for 10 years. He is a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, where he reviews qualifications of candidates for the cooperative’s Board of Directors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

Joseph Beauchaine is a CFP® professional with 4 years of industry experience based in Boston, MA. He has been with CIBC Private Wealth Advisors, Inc. since 2004, totaling 22 years at the firm. Outside of his advisory role, he serves as a trustee for the Harriet K Choi 1998 Trust on a non-compensated basis. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high-net-worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to deliver customized portfolio management solutions and offers services ranging from financial planning to coordinated Family Office support.

Thomas Weiss is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to joining Rockefeller, he worked at Cambridge Associates for three years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, along with brokerage and placement services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Carol Vesey is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She is based in Canton, MA. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Albert Smith Jr. is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities LLC, Sovereign Bank, South Shore Bank, and Infinex Investments, Inc. Smith is based in Roslindale, MA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure and a network of investment adviser representatives.

Juleby Hirsch is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she manages an online affiliate marketing business established for her minor son. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a mix of model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Christopher Audus is a CFP® professional at Oppenheimer with 16 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian for assets held at the firm.

Brady Cowling is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at Madison House Wealth Management and Right Networks. He is also an independent insurance agent involved in the sales and service of fixed insurance products. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm offers diverse financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary, recommendation-based relationships.

Robert Burns is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures with Kestra Advisory and its affiliated entities since 1997. Outside of his advisory work, Burns serves as a trustee overseeing budgetary and maintenance concerns of a condominium association in Boston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education while managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Andrew Michienzi is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the College of the Holy Cross, Instacart, Dedham Country Day School, and St Sebastians School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

James Mitchell is a CFP® with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and previously worked at BrightPlan, LLC and Fidelity in various advisory roles. Outside of his advisory career, he is the owner of Northern Adventure LLC. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary advisory arrangements.

Natalie Devine is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Fidelity Investments and Jackson Hewitt Tax Services. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary advisory relationships.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Daniel Mcdonald is a CFP® professional with 20 years of industry experience. He has been with The Colony Group, LLC since 2000. He is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, families, institutions, and businesses. Focus Partners employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.