Andrew Michienzi is a financial advisor at Oppenheimer based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked both at Oppenheimer and in educational roles at institutions including the College of the Holy Cross and Dedham Country Day School. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of investment and retirement services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches. The firm uniquely maintains custody of client assets while operating its broker-dealer and advisory businesses.

James Mitchell is a CFP®-designated financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with 27 years of industry experience. Prior to joining Voya in 2026, he worked at BrightPlan, LLC and Fidelity, including Fidelity Brokerage Services for over two decades. Outside of his advisory role, he is the owner of Northern Adventure LLC. Voya Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and access to third-party money managers. The firm employs a combination of model portfolios, external strategists, and technology-enabled tools to deliver a range of advisory programs across discretionary and non-discretionary accounts.

Natalie Devine is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Fidelity Investments. Voya Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, as well as access to third-party money managers, delivering services through a large network of advisers using a mix of in-house and external strategies combined with technology-enabled tools.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

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.

Jay Lind is a financial advisor with Commonwealth Financial Network, holding over two years of industry experience. He has been associated with Commonwealth since 2023 and concurrently operates JAY T LIND CPA PC, a CPA firm established in 2004. 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 operational support, allowing affiliated advisors discretion in portfolio construction while offering centrally managed model portfolios and multiple program structures.

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.

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.

Richard Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Commonwealth since 2000 and concurrently operates at Huff Insurance Agency, where he has been involved in fixed insurance sales since 1989. 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 alongside operations, trading, technology, investment management, compliance, and practice-management support.

John Balzer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory role, he is involved in the sale of insurance products as part of his business activities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

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.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Keon Songui Samuel is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Empower Advisory Group, he worked at Empower Retirement and has diverse experience including roles at Instacart, Shipt, Wag Labs, and involvement with youth and community organizations such as Boston Centers for Youth & Families. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, serving a large participant base with a higher client-to-advisor ratio than many peers.

Christina Bacon is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held a variety of roles, including positions outside the financial sector. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of representatives, utilizing a mix of in-house and third-party strategies with technology-enabled tools to support client recommendations.