Shakeeb Syed is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior work includes roles at Merrill Lynch, Avantax Wealth Management, and CITIZENS Bank. Outside of advisory work, he is involved with Helping Hands Community Partners as a mortgage loan originator and operates a tax preparation business through One Liberty Financial LLC. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program 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 with 46 years of industry experience. He has been with Commonwealth since 1994 and previously spent 21 years at Beacon Investment Management, where he was managing partner and owner of a private securities business. He also serves as a co-trustee for a long-term friend in a non-investment-related capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ethan Howe is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and the University of Maine System. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

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 financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. She previously worked at TD Bank N.A. for 15 years before joining TD Private Client Wealth LLC. Outside of her advisory role, she serves as secretary for Southpike Auto Inc., a used auto sales and service business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment vehicles through a platform that integrates both affiliated and third-party managers.

Gavin Symington is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has two years of industry experience, including prior roles at Fidelity Investments. Outside of finance, he works as an independent contractor marketing events for Whalers Brewing Company. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisors.

Juan Falcon is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at multiple firms, including StoneX Securities Inc, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory work, he has experience with Boston College and entrepreneurial ventures such as One Call Junk Haul and Plantas Tropicales. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and unified managed accounts, utilizing a combination of in-house and third-party strategies with a focus on both discretionary and non-discretionary client relationships.

Steven Perlman is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 12 years at Raymond James & Associates. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporations, and municipal clients, offering financial planning, brokerage services, and managed account 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.

Peter Fredericksen is a Series 66 registered advisor with over 20 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Bank of Canton since 2008, Infinex Investments, Inc. since 2007, and Morgan Stanley DW Inc. from 2006 to 2007. Outside his advisory duties, he is involved in estate planning and life solutions, including the sales of final expense and irrevocable life insurance trusts. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model with a focus on firm supervision and supports both discretionary and non-discretionary client accounts.

Ryan Mcsally is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at Wells Fargo Clearing and as a self-employed professional. 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 advisory services to a broad client base, including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology tools to provide both discretionary and non-discretionary investment solutions.

Brett Argall is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with five years of industry experience. He has worked with Voya Financial Advisors since 2020 and is also involved with Douglas Public Schools as a junior varsity girls volleyball coach and serves as President of the Douglas Athletic Boosters, organizing fundraising activities. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm manages both discretionary and non-discretionary accounts through a network of advisers, leveraging a combination of internal and external strategists and technology-enabled tools.

Jack Baird Jr. is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes eight years at The Colony Group and eight years at Credit Suisse Securities (USA) LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Luke Allen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Cantor Fitzgerald & Co, and ADP Broker Dealer Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Andrew Michienzi is a financial advisor at Oppenheimer with 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns and manages AJ Michienzi Properties LLC, a company involved in rental property management. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of advisory and brokerage services. The firm provides investment management across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, and offers both discretionary and non-discretionary consulting and retirement services.

Kennett Fisk is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 66 credentials and with 46 years of industry experience. He has been with Commonwealth Financial Network since 2005 and also worked at Beacon Investment Management from 2005 to 2020. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.

Bruce Wimberly is a financial advisor at Corient with 11 years of industry experience and holds a Series 63 designation. His previous roles include positions at Eaton Vance WaterOak Advisors and Boston Partners. Outside of his advisory work, he serves on the Board of Directors and Investment Committee for Camp Timanous, a boys summer camp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with ongoing portfolio monitoring and risk management.