Mackenzie Howe is a financial advisor at Oppenheimer with five years of industry experience and holds a Series 66 designation. She has worked at Oppenheimer in two separate periods, totaling five years, and also spent time at Morgan Stanley and Boston Partners. Outside of her advisory role, she coaches lacrosse with Granite State Elite Lacrosse in Milford, New Hampshire. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies across programs and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Aimee Korch is a financial advisor at Breckinridge Capital Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at Breckinridge since 2018. Prior to that, she was employed by BlackRock Investments, LLC from 2016 to 2018. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kevin Radavich is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLife Securities LLC and New York Life Insurance Company, among other roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management.

John Dorso is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including U.S. Bank, Ameriprise Financial Services, and TD Ameritrade. Outside of his advisory work, he serves as an adjunct professor at Salem State University, teaching courses in accounting and corporate finance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans, Empower Premier IRA holders, and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Callie Maloney is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2022, she held roles at the Babson Center for Global Commerce and the Sewanee Center for Speaking and Listening. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Joseph Casale is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments and Luttner Financial Group. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary investment programs.

William Rourke is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya Financial Advisors, he worked at Fidelity Investments and has held various roles including positions at Gordon College and Cambridge Scientific Products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual, employer-sponsored retirement plan, charitable, and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, access to third-party money managers, and brokerage and insurance product distribution.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent a decade at Matarin Capital Management. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Samuel Perry is a CFA® charterholder with over 50 years of experience in the financial industry. He currently serves at Corient and has held positions at Eaton Vance WaterOak Advisors and CIPW Service Company. Outside of his advisory work, he is a trustee of King’s Chapel, one of the oldest Anglican churches in New England, and serves on the investment committee for the New Hampshire Society of the Cincinnati, which promotes education about the American Revolution. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and monitors portfolios continuously using risk management tools and stress testing.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

William Weydemeyer is a CFP® professional with 13 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across a range of private and registered funds.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at GWFS Equities, John Hancock, and Santander Securities and Bank. 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 certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Thomas Livingstone is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes two years at Fidelity Investments. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and access to third-party money managers, delivering advice through model portfolios, affiliated strategies, and third-party strategists.

Nadia Sturgill is a financial advisor at Janney Montgomery Scott in Boston, MA, with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney since 2011. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Shannon Tivnan is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 designations with one year of industry experience. Prior to joining Voya, Tivnan worked at Fidelity Investments for three years. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate accounts, offering financial planning, portfolio management, and brokerage and insurance product distribution through both advisory and brokerage channels.

Jennifer Stevens is a CFP® professional with five years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management, retirement plan, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, supported by an extensive network of affiliated service companies and product relationships.

Alexander Bodio is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Boston, MA. He has been with Focus Partners since 2022 and previously worked at Sacred Heart University and Thayer Academy. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a comprehensive platform with affiliated service companies and diverse product relationships.

Ann Hayes is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 designations and 24 years of industry experience. Her career includes multiple tenures at Janney Montgomery Scott since 2018 and a prior role at Ameriprise Financial Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, retirement plans, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.