James Beyloune is a financial advisor with Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Oppenheimer & Co., Inc. since 1994 and at Fahnestock & Co. Inc. since 2003. Beyloune serves as trustee for the Beyloune Family Investment Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Judith Cranna is a CFA® charterholder based in Boston, MA, with three years of industry experience. She currently works at Corient, where she has been employed since 2022. Prior to Corient, she spent 15 years at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Riley Linden is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, Riley held positions at Fidelity Investments and has worked in roles outside the financial services industry, including design and catering, as well as involvement with Sail Salem, a sailing organization. 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 offers a range of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on delivering non-discretionary recommendations through various program structures.

Audrey Binder is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and has academic experience at Northeastern University and the London School of Economics & Political Science. Outside of finance, she has been involved in the food service industry through roles at Steak & Whisky and Paciugo Gelato. Oppenheimer is a registered investment adviser and broker-dealer serving a broad client base, including individuals, corporations, and charitable organizations. The firm offers a wide range of advisory and consulting services across equity, balanced, and fixed-income portfolios, managing both discretionary and non-discretionary accounts while maintaining custody of client assets.

David Kaminski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, providing tailored wealth management solutions within a large integrated financial group.

Christopher Hemhauser is a financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foreside Fund Services, PanAgora Asset Management, Massachusetts Crease LLC, and State Street Bank & Trust Company. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment outlooks with fundamental research and rules-based models, employing tax-aware techniques and proprietary portfolio management systems.

Samuel Afari Aikins is a CFP® professional with nine years of industry experience. He currently works at Cerity Partners LLC, where he has been since 2022, and previously spent eight years at Daintree Advisors LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities, and offers services such as portfolio management, financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Brendan Gaffney is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldman Sachs & Co. since 2016. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jack Oricoli is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at M1 Finance for six years. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based arrangements.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 credential. He has previously worked at Focus Partners Wealth, LLC, LPL Financial, and has experience in various roles outside the financial industry, including marketing and hospitality. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, and access to alternative investments. The firm emphasizes tailored asset allocation and manager selection, supported by proprietary quantitative screening and private markets expertise.

David Santoro is a CFP® professional with 17 years of experience in financial advising. He has been affiliated with Commonwealth Financial Network since 2012 and leads Santoro Financial Planning Group, a private entity facilitating securities, advisory, and insurance business. Prior to forming his own group, he worked at MCB Financial Services from 2012 to 2020. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. Advisors on the platform have discretion to create client portfolios from a broad range of securities and insurance products, supported by Commonwealth’s investment research and model portfolios.

Jack Heintzelman is a financial advisor with Commonwealth Financial Network based in Needham, MA. He holds the CFP® designation and has eight years of industry experience. His prior work includes roles at Boston Wealth Strategies, Mass Mutual, and UBS Financial. He is a board member and co-owner of Liberty Cedar, Inc., a retail lumber company. 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 $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Tyler Santilli is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Voya, he worked at Fidelity Investments and has experience with several organizations, including Old's Irish Social Club and the North Kingston Chamber of Commerce. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Sarah Morey is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2023, she worked at Case in Point Inc. and has experience in both the public and private sectors, including roles at Saint Anselm College, Natick & Framingham District Court, and the Massachusetts State House. 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 variety of investment programs and advisory services, including strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Carson Mccusker is a financial advisor at Oppenheimer with credentials including Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Oppenheimer in 2025, he worked at OSAIC and SagePoint Financial, Inc. Outside of his advisory career, his work history includes various roles unrelated to finance, including teaching and service positions. 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 broad range of discretionary and non-discretionary investment and consulting services, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Thomas Licciardello is a financial advisor at Guardian Life with 25 years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he spent over 30 years at Compass Securities Corporation. Licciardello also serves as principal of Licciardello Financial Services, an investment-related business he has operated since 1998. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Brian Regan is a CFA® charterholder with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2024. Prior to that, he worked at Asset Management Resources, LLC and Winter Harbor, LLC. Outside of his advisory work, he manages a rental property in Wellfleet, MA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Tyler Murphy is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Monument Group Wealth Advisors, LLC for three years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.