Adam Bowers is a CFP® with four years of industry experience currently with Cerity Partners LLC. He previously worked at The Colony Group, LLC for five years and at Merrill for two years. Before entering financial advising, he was employed at College Pro Painters and attended The College of Saint Rose. Cerity Partners provides customized wealth management services to a diverse client base including individuals, families, trusts, business entities, charitable institutions, and other investors, managing approximately $166.2 billion in client assets. The firm’s investment approach combines proprietary quantitative screening, manager selection, and asset allocation tailored to client-specific profiles, offering access to alternative and private market solutions for qualified clients.

Todd Crowley is a financial advisor at Cerity Partners LLC in Boston, MA, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at MassMutual/MMLIS for six years and Guardian/Bulfinch Group for four years. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions.

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 experience in the financial advisory industry. He worked at The Colony Group, LLC for 11 years before joining Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

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.

Jacquelyn Kane is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Keenan Financial, Santander Bank, and several other organizations. Outside of her advisory role, she is an independent licensed insurance agent and occasionally offers clients insurance products. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and retirement advisory services through a large network of representatives. The firm combines model allocations, outside strategists, and technology tools to manage client portfolios with a significant portion of assets under non-discretionary management.

Aaron Stoner is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds CFP® and Series 66 designations and has four years of industry experience. Before joining Voya, he worked at Merrill and Bank of America and is the founder of Millstone Ministries, a nonprofit that supports individuals aging out of foster care with rental assistance. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage accounts primarily on a non-discretionary basis, providing a range of affiliated and unaffiliated investment products.

John Moravec is a financial advisor at Commonwealth Financial Network with four years of industry experience. He has been with Commonwealth since 2022 and has been retired since 2007. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Tracey Neret is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, previously working at Merrill for one year. Outside of her advisory role, she works as an independent contractor in voice acting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Daniel Agbor is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 license and one year of industry experience. His prior work includes roles at Fidelity Investments and Horizon Global Partners. Outside of his advisory work, he operates a gaming content and podcast-related social media business. VOYA Financial Advisors, Inc. serves individual, pension, charitable, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm employs a mix of in-house and external strategists, model portfolios, and technology-enabled tools to support client investment decisions through both non-discretionary and limited discretionary management arrangements.

Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment monitoring committee for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment and consulting services with a mix of discretionary and non-discretionary management, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill for two years. His background includes roles at the University of New Hampshire and Keller North America. 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 combines model portfolios, technology-enabled tools, and both affiliated and unaffiliated investment products to deliver services through a large network of advisors.

Michael Ricci is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds the Series 66 designation and has two years of industry experience, including prior roles at Stifel Nicolaus. Voya Financial Advisors, Inc. is a large enterprise-scale firm serving individuals, pension plans, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm utilizes model portfolios, third-party managers, and technology-enabled tools to implement recommendations, operating in both investment advisory and broker-dealer capacities.

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and five years of industry experience. He has worked at Empower Retirement since 2019 and previously held roles at Instacart, Shipt, Wag Labs, and in youth and university organizations. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advice with Empower’s recordkeeping and administrative platforms.

Jamie Stone is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Stone has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he is a member of PeachPi LLC, where he is involved in investment activities and hiring to resolve property-related issues. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving a range of clients from plan sponsors to sovereign wealth funds.

Kevin Gunning 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 Wells Financial Partners. 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 managing over $200 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christina Bacon is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. She previously worked at Fidelity Investments and has diverse work experience including roles outside finance. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver client-driven investment solutions through a large network of advisors.

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has previously worked at Cape Cod Five for nine years and has been with Guardian Life and its subsidiary Park Avenue Securities since 2026. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Sarah Dudley is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. She has been with Goldman Sachs since 2024 and has prior experience at firms including ClearBridge Investments and Franklin Templeton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to implement tailored portfolios through a combination of discretionary and non-discretionary managers.

Mark Scribner is a financial advisor at Wealth Enhancement Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, Kestra Investment Services, and Cetera Advisor Networks. Outside of finance, he operates a freelance photography business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.