Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Shorepoint Capital Partners for 16 years, among other firms. He also serves as trustee for his family trust, managing investment decisions for his children’s trusts. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies across a broad range of asset classes.

Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held positions in education and various clubs in the Boston area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools and provides services primarily on a non-discretionary basis, with some discretionary management options.

Jordan Morris is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at Longtide Financial Partners, UBS Financial Services, and Darrow Wealth Management. Outside of his advisory work, he is involved in the restaurant industry as a bartender at Gustazo Cuban Kitchen & Bar in Waltham, MA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Christopher Bean is an advisor at Savant Wealth Management with experience in business operations at Hugo Equipment Corporation and Bean Farm. His background includes roles in excavation and time at Cornell University. He has been associated with these organizations since 2016. Savant Wealth Management provides comprehensive wealth management and financial planning services to a range of clients, including individuals, families, and institutional entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

John Walsh is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments, State Street, Brown & Brown, and has an academic background from Bryant University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support client investment decisions, primarily managing assets on a non-discretionary basis.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at Fidelity Investments and has engaged in various roles including flag referee for the Town of Plymouth and food delivery for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, offering a mix of discretionary and non-discretionary management approaches.

Shakeeb Syed is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior work includes roles at Merrill Lynch, Avantax Wealth Management, and CITIZENS Bank. Outside of advisory work, he is involved with Helping Hands Community Partners as a mortgage loan originator and operates a tax preparation business through One Liberty Financial LLC. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kevin Cicci is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Cetera, LPL Financial, and VOYA Financial Advisors. Cicci is also the owner and managing partner of DC Advisors, LLC. Carson Wealth is an SEC-registered enterprise managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that develops and monitors model portfolios with access to customized indexing and alternative investments.

Richard Belofsky is a CFP® and ChFC® with 40 years of experience in financial services. He is currently associated with Guardian Life and Park Avenue Securities and has been with these firms since 2005. He also teaches adult education classes on retirement-related topics. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party advisory solutions.

Ethan Howe is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and the University of Maine System. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Hannah Aronowitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Gavin Symington is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has two years of industry experience, including prior roles at Fidelity Investments. Outside of finance, he works as an independent contractor marketing events for Whalers Brewing Company. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisors.