Kevin Callaghan is a financial advisor with TIAA-CREF in Boston, MA, holding a Series 66 designation and bringing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. Outside of his advisory role, he serves as president of Harvard Youth Lacrosse, an organization focused on providing lacrosse opportunities for children in the Harvard area. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing portfolio management and includes customized and model portfolio options under a fiduciary standard.

Abbott Lawrence is a CFA® charterholder currently with Corient in Boston, MA. He has 13 years of industry experience, including a long tenure at Boston Common Asset Management prior to joining Corient in 2025. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Jesse Thurman is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Boston, MA. His prior roles include seven years at The Vanguard Group, Inc. and brief periods at Commonwealth Financial Network and Freedom Trail Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates within the Charles Schwab ecosystem using standardized asset allocation models and research tools, with advisory decisions confirmed by clients.

Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Bernard Gillis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several organizations including Rise Private Wealth Management and Empower Financial Services, Inc. Outside of finance, his work history includes roles at The Cookie Monstah, Kingman Yacht Center, and the YMCA. 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 clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed accounts.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. 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, family office, and retirement plan advisory services, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Kent Forkner is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veriti Management LLC and Daintree Advisors LLC. Outside of his advisory role, he serves as a volunteer member of the investment committee for Christian Camps & Conferences, Inc., assisting with asset allocation and investment manager selection. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Anthony Distasio is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working at John Hancock, Fidelity Investments, and various hospitality and education-related organizations. His background includes roles in both financial services and other industries such as hospitality and public education. 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 featuring model portfolios and manager-driven sleeves, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate network.

Matthew Flaherty is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Voya, he held roles at Merrill and worked in hospitality at the Inn at Bay Pointe, where he continues part-time as a waiter and bartender. Voya Financial Advisors, Inc. serves a broad client base including individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance products, delivering advice through Investment Adviser Representatives who use model portfolios and affiliated strategies.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC based in Hingham, MA. He holds a Series 65 designation and has 18 years of industry experience. He has been with The Colony Group, LLC since 2000. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset classes.

Anthony Maenhout is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at HighTower Advisors and Willis Towers Watson, with an academic background at Bentley University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans. The firm offers financial planning and asset management through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Lauren Dowling is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Fidelity Investments. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm utilizes a variety of investment strategies including affiliated and third-party model portfolios and emphasizes non-discretionary advisory management.

Erick Caledonia is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with various Voya entities since 2014, including Voya Retirement Advisors and Voya Financial Partners. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm combines third-party advice models with discretionary management, delivering personalized asset allocations and income-focused features within an integrated retirement platform.

Patricia Rusu is a financial advisor at First Citizens Investor Services, Inc. in Boston, MA, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and RBC Capital Markets. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers both discretionary and non-discretionary management options, along with tax-aware services and complimentary financial planning.

Thomas Valeo is a financial advisor with Oppenheimer in Newburyport, MA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with investment management, consulting, retirement services, and private-fund management, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

William Steele is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various positions including roles at Skidmore College and Wilcenski & Pleat Law. Voya Financial Advisors serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, providing financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution through a mix of model portfolios, affiliated strategies, and third-party strategists.

Brandon Arnold is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, alongside a range of specialized investment programs and fiduciary services.

Sawyer Rothmann is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. His prior work includes roles at Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including high-net-worth individuals, families, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Michael Kirkman is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. Prior to joining Voya, he worked at Kestra Investment Services, LLC and Accuidity Capital Management. Outside of advising, he has experience assisting registered representatives as a registered field assistant. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker‑dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various managed account programs, and access to third-party money managers, combining advisory services with brokerage and insurance product distribution.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. In addition to his advisory role since 2022, he has significant involvement in early childhood education, serving as a site coordinator at Kiddosland Child Development Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.