Jacquelyn Kane is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and Santander Bank, and she has a background that includes roles in education and retail. Outside of her advisory duties, she is an independent licensed insurance agent offering related products on a limited basis. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

Aaron Stoner is a CFP® with four years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He previously worked at Merrill and Bank of America and is the founder of Millstone Ministries, a nonprofit focused on providing rental assistance to young adults aging out of foster care. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through multiple program structures that emphasize recommendation-based advice.

Elijah Dorf is a CFP® professional affiliated with Commonwealth Financial Network, with two years of industry experience. His prior roles include positions at The Vanguard Group and Clearfront Advisory, alongside multiple tenures at Commonwealth Financial Network. He has also worked in educational settings at Bentley University and The Frederick Gunn School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers a variety of investment programs and maintains a significant clearing and custody relationship with National Financial Services LLC.

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 & Co. Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she also works as an independent contractor in voice acting. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management programs. The firm emphasizes strategic asset allocation and manager selection, providing solutions documented in investment policy statements and regularly reviewed.

Daniel Agbor is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Horizon Global Partners, and Vector Marketing. Outside of his advisory role, he is a sole proprietor of a gaming content and podcast-related social media business. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice through multiple program structures, including non-discretionary recommendations, and operates with both SEC-registered investment adviser and broker-dealer registrations.

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 credentials. Outside of his advisory role, he serves as a committee member monitoring investment managers for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, he worked at Merrill for two years and has a background that includes roles in education and corporate settings. He holds the Series 66 designation. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting through various program structures emphasizing recommendation-based advice.

Michael Ricci is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Stifel Nicolaus and a variety of positions outside finance, such as at Sally’s Apizza and Panda Express. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based relationships and operates both as an SEC-registered investment adviser and a broker-dealer.

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Empower Retirement and several companies outside the financial sector such as Instacart, Shipt, and Wag Labs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

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.

Christina Bacon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds the Series 65 and Series 63 credentials and has one year of industry experience, including prior roles at Fidelity Investments and various other positions. Voya Financial Advisors serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, with a focus on recommendation-based, non-discretionary advisory relationships.

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.

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.

Alison Boudreau is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has prior experience at L.L. Bean and the University of Massachusetts, Amherst. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary analytics and integrates resources across the Goldman Sachs affiliates to deliver comprehensive advisory solutions.

Sean Mccabe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, and Nylife Securities. He serves as a trustee for the Weinguys trust, overseeing fund usage under specified circumstances. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Chad Gutner is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Longtide Financial Partners. His career includes roles at Samuel Financial, Inc. and Commonwealth Financial Network. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Moniz is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Empower Retirement, Equitable Advisors, Axa Advisors, and Voya Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within an administration platform linked to Empower’s recordkeeping and brokerage services.

Andrew Vernazza is a financial advisor with Creative Planning, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ferris Capital, LLC for ten years before joining Creative Planning in 2022. 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 strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques.