Gavin Symington is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles in the hospitality and service industries. Outside of finance, he works as an independent contractor marketing for Whalers Brewing Company. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary programs.

Juan Falcon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and 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 been involved with Boston College and entrepreneurial ventures such as One Call Junk Haul and Plantas Tropicales. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services like financial planning, portfolio management, and plan-sponsor consulting through various program structures.

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.

Peter Fredericksen is a Series 66-licensed financial advisor with 20 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has worked at Bank of Canton and Infinex Investments, Inc. since 2007. In addition to his advisory role, he serves as AVP at BOC Life Solutions, focusing on estate planning and related insurance trusts. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Ryan Mcsally is a financial advisor at Voya Financial Advisors, Inc. with one year of experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for two years and was self-employed for several years prior. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a broad range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary arrangements and multiple program structures.

Brett Argall is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and five years of industry experience. He has worked with Voya Financial Advisors since 2020 and also serves as an independent insurance agent. Outside of his advisory role, he coaches girls junior varsity volleyball teams and serves as president of the Douglas Athletic Boosters, organizing fundraising events for local school athletic programs. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting through multiple program structures, with a focus on non-discretionary, recommendation-based client relationships.

Jack Baird Jr. is a financial advisor with Focus Partners Wealth, LLC in Hingham, MA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at The Colony Group and Credit Suisse Securities (USA) LLC, with eight years at each firm. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

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. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2021. His prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through various advisory programs that include discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation and manager selection across multiple asset classes.

Kennett Fisk is a financial advisor with Commonwealth Financial Network based in Boston, MA. He holds Series 63 and 66 designations and has 46 years of industry experience. Fisk has worked at Beacon Investment Management and Commonwealth Financial Network since 2005. 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 clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody 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.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Citizens Bank and Citizens Securities entities since 2010. Khan also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based businesses and is fully owned by Citizens Bank, N.A.

Brendan Keaveney is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments, Universal Finance Corp, and B. Riley Financial. Outside of finance, he has experience in sports education, including roles at Active Education Inc. dba Sports Zone 101 and SNL Sports Academy. Voya Financial Advisors serves a broad client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and consulting through multiple program structures, with a substantial portion of assets managed on a non-discretionary basis.

Mark Duffy is a CFP® and CFA® currently with Focus Partners Wealth, LLC, where he has been since 2026. He has prior experience with Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a range of wealth management and advisory services across various asset classes and managed account structures.

Mitchel Syp is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Breckinridge since 2015. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Sean Flaherty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Coburn & Meredith, Inc. for 22 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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 family office services, constructing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a blend of long-term and shorter-term strategies.

Ronald Shaw is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Boston, MA. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Havendra Sookraj is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Morgan Stanley, Mass Mutual Investors Services, and MassMutual Life Insurance Company. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures. The firm emphasizes recommendation-based, non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Matthew Donovan is a financial advisor with Integrated Wealth Concepts LLC in Rockland, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he is involved in tax preparation and accounting services through his ownership of D & D Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach while maintaining flexibility for shorter-term trades.