John Murtagh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at The Clifford Group LLC, NewEdge Advisors, LLC, Triad Advisors LLC, Bank of America, Merrill, and PLT4M. Outside of advising, he serves on the finance committee of The Parmenter Foundation, a charitable organization providing bereavement and end-of-life care services. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing customized, primarily long-term investment strategies across a range of asset classes.

Barbara Attardo is a CFP® professional with 19 years of experience in financial advising. She has been with Cerity Partners LLC since 2022 and previously worked at Daintree Advisors LLC for ten years. Based in Boston, MA, she offers expertise in comprehensive financial planning and investment management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

Shawn Jennings is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA, with 19 years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Savant Wealth Management, TIAA-CREF, and Charles Schwab. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Dillon Wright is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Bank of America prior to joining Voya Financial Advisors in 2025. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan 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 investment solutions primarily managed on a non-discretionary basis.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

Frank Marzella is a CFP® with 31 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has held roles at Brookline Bank and Infinex Investments since 2016, with prior experience at Merrill, SSN Advisory, Inc., and Commonwealth Financial Network. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a large network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Nicholas Mihopoulos is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he held positions at Fidelity Investments, Floyd Advisory, The Country Club, Stop and Shop, and UMass Dining. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan and IRA advisory services, and more to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, operating primarily through non-discretionary client relationships.

Robert Quinn is a CFP®, CFA®, and Series 63-registered financial advisor with Corient, based in Boston, MA. He has four years of industry experience, including roles at Corient and CIPW Service Company, LLC, and previously worked at Eaton Vance WaterOak Advisors for twelve years. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Alec Bedard is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at GWFS Equities, Inc. and Fidelity brokerage firms. VOYA Financial Advisors, Inc. is an enterprise-scale advisory firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of in-house and external strategists along with technology-enabled tools to implement client recommendations, offering both discretionary and non-discretionary account management.

Matthew Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Darmody, Merlino & Co., LLP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem to offer integrated financial services and advanced research tools.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Thomas Powell is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley, Eaton Vance Distributors, Rise Private Wealth Management, and the Federal Reserve Bank of Boston. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals‑based, team investment approach that combines in‑house strategies with third‑party solutions, employing continuous portfolio monitoring and risk management tools.

Caitlyn Frament is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Morgan Stanley. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing a primarily long-term approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Auctane and positions in education at several schools and The University of Texas at Austin. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jacob Hall is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year and has diverse experience including roles in construction, education, and legal sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client relationships.

Steven Bromberger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and Wells Fargo Funds Distributor, where he worked for 11 years, as well as shorter tenures at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is an owner of Tara Bella Winery, a wine production and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning services.

Madison Burr is a financial advisor at VOYA Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Voya, Madison worked at Fidelity Investments and has experience in several non-financial roles, including involvement with the Newport Gulls Baseball Club and the restaurant industry. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and third-party strategies, model portfolios, and technology-enabled tools to manage accounts primarily on a non-discretionary basis, while also providing discretionary management in certain programs.

Nishan Mootafian is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Mootafian has involvement in non-variable insurance activities. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, using customized portfolios and a long-term investment approach, while also sponsoring wrap-fee programs and employing both internal and third-party asset management.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation. He joined Focus Partners Wealth in 2025 and has prior work experience at several organizations including Neighborhood House Charter School and the US Postal Service. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Raymond Coscia is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with various Voya affiliates since 2014. Coscia is also a Notary Public in the Commonwealth of Massachusetts. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a blend of in-house and external strategies, combining technology-enabled tools with model portfolios and both discretionary and non-discretionary account management.