Erik Oleary is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and NYLife Securities LLC, among others. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to manage approximately $15 billion in regulatory assets under management.

Brian Lopez is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at CIBC World Markets Corp., Boston Private Wealth LLC, and Sentinel Securities, Inc. He serves as a trustee for the South Bedford Condominium Trust in Waltham, MA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing a combination of proprietary and external managers, and is notable for managing a high asset-to-advisor ratio and serving investment company clients.

Ognjen Sosa is a financial advisor at Breckinridge Capital Advisors Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2007. Outside of his advisory role, he serves as an advisor to the technology startup Inspired Futures AI, LLC, providing guidance on growth strategy. Breckinridge Capital Advisors manages over $54 billion in client assets, offering separately managed fixed income and equity strategies, sub-advisory services, and investment management primarily through intermediaries. The firm combines top-down outlooks with bottom-up credit research and employs rules-based models, emphasizing tax-aware techniques executed through proprietary portfolio management systems.

Lauren Ledger is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC and Cooper Lapman Financial, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and offers a broad range of wealth management and advisory services.

Edward Valestin is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Boston, MA. His prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Daniel Galli is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has worked with multiple firms including Goldman Sachs and PFE Advisors, Inc., and has operated his own practice, Daniel J Galli & Associates, since 1986. Galli is also an instructor and guest lecturer at Boston University, where he conducts online educational webinars and updates courses on retirement planning and employee benefits. He serves as President of the Financial Planning Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a diverse client base.

Natasha Esplin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 licenses and having three years of industry experience. Before joining Voya, she worked at Wells Fargo Clearing Services and has a varied background including education and technology roles. Voya Financial Advisors, Inc. serves individuals, retirement plans, and corporate clients with financial planning, portfolio management, and brokerage services, delivering advice through model portfolios and affiliated strategies with a significant portion of assets managed on a non-discretionary basis.

Jonathan Dunham is a CFP® affiliated with Cerity Partners LLC in Boston, MA, with a total of nine years in the financial services industry. Before joining Cerity Partners in 2026, he worked at Commonwealth Financial Network for four years, was self-employed for one year, and spent five years at Daintree Advisors LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investments through a combination of proprietary quantitative tools and third-party managers.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Mohammed El Kassem is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has four years of industry experience, including roles at Merrill and Bank of America. Prior to his financial services career, he worked in academic positions at UMass Boston, Fisher College, and Suffolk University. Voya Financial Advisors 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 sleeves, offering both discretionary and non-discretionary investment programs supported by an integrated advisory and broker-dealer platform.

Shreyans Patel is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party strategists, with a focus on non-discretionary asset management and a blended approach involving financial planning, portfolio management, and brokerage services.

Chloe Warren is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Voya, she worked at Fidelity Investments and Merrill Lynch. Outside of her advisory work, she is a fitness instructor teaching Megaformer Pilates at Sculpt 41. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm utilizes model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary advisory services and a combination of advisory and commission-based brokerage offerings.

Griffin Coates is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Keenan Financial and The SEFA Group. Outside of his advisory role, Coates serves as the head coach for a third-grade soccer team with The Soccer Unity Project in Boston. 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 employs a diversified, risk-class based investment approach that blends passive and active management and utilizes quantitative, momentum, and fundamental analysis.

Christopher Mcmorrow is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Voya in 2025, he worked at Manulife John Hancock Brokerage Services LLC and John Hancock. 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 range of advisory programs through model portfolios and manager-driven sleeves, combining an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

David Lucier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior roles include positions at Janus Distributors LLC, Dane Street, and RFS Partners. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Paul Roy IV is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He is currently with &Partners, LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse range of clients, including individuals and institutions such as retirement plans and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a combination of proprietary models and third-party managers through platforms like Envestnet.

Nicholas Gopaul is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including positions at Ajax Development, GNC, and FJ Auto Sales Ltd. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution, utilizing a mix of affiliated products and third-party strategies.

James Wall is a CFP®-certified financial advisor with Oppenheimer in Boston, MA, where he has worked for 10 years. He holds Series 63 and Series 65 licenses and has a decade of industry experience. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches including strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.