Gabriel Vides is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including UBS Financial Services, JP Morgan Chase, Merrill, and Bank of America. Voya Financial Advisors, Inc. serves individuals, retirement plans, and corporate clients by providing financial planning, portfolio management, and brokerage services. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a mix of non-discretionary and discretionary assets under management.

Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2022, she worked at Daintree Advisors LLC for 11 years. Shahian serves as a trustee and member of the finance committee at Gordon College and is also on the board and finance committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Thomas Portentoso is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. His professional background includes activities related to disability, long-term care, and traditional life insurance. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management strategies.

Ben Djelassi is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting.

Nicolas Souffrant Jr. is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, and Citizens Bank. 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 advisory programs that combine model portfolios and manager-driven strategies, with a significant portion of assets managed on a non-discretionary basis.

Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Justin Amico is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has worked at CIBC Private Wealth Management since 2007. CIBC Private Wealth Advisors offers a range of investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Nicolay Siclunov is a financial advisor at Oppenheimer in Cambridge, MA, holding a Series 66 designation with eight years of industry experience. He has been with Oppenheimer since 2017, following prior roles at PowerScore, Inc. from 2009 to 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Mark Fantasia is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Merrill for two years. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm provides advice through Investment Adviser Representatives utilizing model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Samuel Matias is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years and has additional experience in education and retail. Voya Financial Advisors, Inc. serves individual investors, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance products, delivering advice through a combination of model portfolios, affiliated strategies, and third-party investment solutions.

Olurotimi Sulaiman is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments from 2023 to 2025 and has held various roles outside the financial sector, including positions at Walgreens Pharmacy and involvement with Grace Harbor Church. Voya Financial Advisors, Inc. serves individuals across a range of wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, combining advisory services with broker-dealer capabilities and the use of affiliated products and strategies.

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.

Yuan Liu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at SS&C Technologies Holdings, Fin Tacs LLC, SCORE, Debtmerica, KPMG US LLP, World Financial Group, Inc., and JP Morgan Chase. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

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.