Laura Keelon is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large 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.

Jason Bertsch is a CFP® with 27 years of industry experience. He has worked at NewEdge Advisors since 2026 and previously spent 14 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Christopher Kajunski is an advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has been in the industry since 2025. His background includes positions at Fidelity Investments and experience working in public schools and various local clubs. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution. The firm combines affiliated strategies, third-party managers, and commission-based product sales within a dual-registered structure.

Jordan Morris is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Darrow Wealth Management. Outside of finance, he is involved with Gustazo Cuban Kitchen & Bar in Waltham, where he works as a bartender. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management services.

Stephen Petersen is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Stacey Marino is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer. She previously worked at Morgan Stanley in various private banking roles from 2016 to 2021. Marino is also the sole trustee of an irrevocable family trust that holds investments for a beneficiary, including a passive interest in a restaurant. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with accounts reviewed regularly and custodied at Oppenheimer.

Salvatore Demalia is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments from 2023 to 2026. Outside of his advisory role, he has served as a flag referee for local youth football games and worked as a delivery driver for DoorDash. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individual clients, employer-sponsored retirement plans, and corporate and charitable organizations. The firm offers financial planning, portfolio management through wrap and UMA programs, third-party manager access, and brokerage and insurance product distribution, with a substantial portion of assets managed on a non-discretionary basis.

Shakeeb Syed is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior roles include positions at Merrill Lynch and Avantax Wealth Management, as well as involvement in real estate and tax preparation through his ownership of One Liberty Financial LLC and work with S.B &A Realty Group Inc. He is also active with Helping Hands Community Partners and has experience as a mortgage loan originator and insurance agent. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs, including proprietary model portfolios and third-party managers, with discretionary and non-discretionary options.

Matthew Antonellis is a CFP® professional with nine years of industry experience, currently serving as a private wealth advisor at Integrated Wealth Concepts LLC. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2026. Antonellis also manages an advisory business through Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Commonwealth since 1994 and is also the managing partner of Beacon Investment Management, LLC, a private securities business. Additionally, he serves as a co-trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion to construct client portfolios using diverse securities and insurance products alongside firm-managed model portfolios.

Ethan Howe is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and held roles at the University of Maine System and other organizations. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various account programs, and access to third-party money managers, delivering advice through a combination of affiliated strategies and model portfolios.

Thomas Vesey is a financial advisor with Commonwealth Financial Network in Canton, MA, holding seven years of industry experience. He has operated Thomas Vesey Consulting since 2015. 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 along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Hannah Aronowitz is a Series 66-licensed advisor at Goldman Sachs Wealth Services with two years of industry experience. Her prior work includes roles at Goldman Sachs & Co LLC, Hodgson Russ, and Bowled Co. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a broad range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Mark Mulflur is a financial advisor with Eagle Strategies (New York Life) in Rockland, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Prowealth LLC and NPS LLC, as well as a period as a homemaker. Outside of his advisory work, he volunteers with the Cool Kids Campaign Foundation, providing logistics support for charity fundraising events. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and maintains a large non-discretionary asset base, working closely with plan sponsors within an integrated New York Life structure.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at LPL Financial, Lockwood Advisors, and Pershing LLC. 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 offers a variety of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by a broad affiliate ecosystem.

Gavin Symington is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. Outside of finance, he is involved as an independent contractor marketing for Whalers Brewing Company. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and corporate entities, providing financial planning, portfolio management, and brokerage services. The firm offers advice through a combination of model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Juan Falcon is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, he has experience with entrepreneurial and educational activities, including involvement with One Call Junk Haul and multiple roles at Boston College. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a mix of model portfolios and manager-driven investment strategies and offers both discretionary and non-discretionary account management through an integrated advisory and broker-dealer platform.

Steven Perlman is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Janney Montgomery Scott in 2018. Janney Montgomery Scott is a large dual-registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

David Varela is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates from 2006 to 2017 before joining Janney in 2017. Janney Montgomery Scott 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, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.