David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also operates McGuire and Wright Financial Group LLC, which sells New York Life products and services, and serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and mainly manages assets on a non-discretionary basis, working with both individual and institutional clients.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Empower, Kronos, ADP, and AARP Financial. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with an emphasis on non-discretionary, recommendation-based advice.

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.

Patrick Nee is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Boston Retirement Group, Mass Mutual Investors Services, and MSI Financial Services. He serves as a council member for Saint Margaret Mary. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions utilizing model portfolios overseen by an internal Investment Committee and integration of third-party resources.

Joseph Valenty is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Osaic Wealth and several other organizations. Valenty serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessments and executes strategies via approved mutual funds and ETFs.

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.

Jonathan Sullivan is a financial advisor with Guardian Life in Needham, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in an insurance broker group specializing in group medical, dental, disability, and life coverage for small businesses. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management and a hybrid digital advisory solution.

David Tremblay is a CFP® professional with 10 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Brett Lonergan is a CFP® and CFA® with seven years of industry experience. He currently operates a financial services practice through his ownership in Northward Financial Group and is affiliated with Private Advisor Group, LLC. His prior experience includes roles at Washington Trust Advisors, Inc. and Weston Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions like WealthSuite.

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.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include six years at Prio Wealth, LP and seventeen years at Standish Fund Distributors, L.P. Cerity Partners provides customized wealth management and related services to a broad national client base, utilizing tailored asset allocation, manager selection, and periodic rebalancing to build client programs. The firm serves individuals, families, trusts, business entities, charitable organizations, and institutional investors with a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management using model and customized portfolios.

Andrew Kehoe is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and The Bullfinch Group. Outside of his advisory work, Kehoe has been involved in the hospitality industry and volunteers with the Association of Financial Educators, conducting workshops and seminars. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.

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.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Joseph Roberts Jr is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Lincoln Financial Advisors. Outside of his advisory work, he has an ownership interest in Terrier Sports, Inc. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios utilizing mutual funds, ETFs, equities, and fixed income.

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.