Todd Stockwell is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory since 2023 and has prior experience with Adviser Investments, LLC and Fidelity, including Fidelity Brokerage Services. He is based in Boston, MA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic’s investment management and securities divisions. Outside of his advisory role, he serves on the Investment Committee of the MetroWest Health Foundation, a nonprofit focused on community health philanthropy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a comprehensive range of portfolio management, financial planning, and investment services through a Private Advisor model and an integrated investment platform.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Matthew Halpin is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Voya Financial Advisors, Inc., having joined the firm in 2026. His prior experience includes roles at Merrill and UBS Hingham Street Partners. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-driven tools to implement recommendations, primarily managing assets on a non-discretionary basis.

David Daniels is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 designations and has nine years of industry experience, including seven years with John Hancock and its distributor firms prior to joining Voya in 2025. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisers, utilizing both affiliated and unaffiliated investment products and a mix of discretionary and non-discretionary account management.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.

Mark Valickus is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other entities, advising on over $126 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Michael McGuire is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has been with TIAA-CREF since 2009 and previously worked at Merrill and Fisher Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Steven Dechiario is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kyle Coden is a financial advisor at Mariner based in Boston, MA. He holds a Series 65 designation and joined Mariner in 2025 after completing his education. His prior work experience includes roles in education and the service industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and financial wellness services alongside its portfolio management.

Joseph Cahill is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the ChFC® designation and has been with Commonwealth since 2013. Cahill also owns and operates Joseph Cahill & Associates, Inc., which includes tax preparation services and a developing restaurant and hospitality business in Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and back-office support, allowing advisors discretion to construct portfolios from a broad range of securities and insurance products.

Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Brian Gotta is a financial advisor at United Planners' Financial Services of America with Series 63 and Series 65 credentials and 42 years of industry experience. He has held roles at Gotta Retirement Services, Inc. and Ye Olde Garrison Inc., the latter being a real estate sales and property management business he owns. He is also a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets.

Bradley Wilson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth LLC, and Boston Private Wealth LLC. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a combination of proprietary and external strategies, supported by internal investment and governance teams, to deliver customized portfolio management and family office services.

Nicholas Elkins is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and BDO USA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that 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 provide both discretionary and non-discretionary management across a broad range of investment programs.