Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a committee member monitoring investment managers for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, he worked at Merrill for two years and has held roles at the University of New Hampshire, Keller North America, Tufts University, and Xaverian Brothers High School. He holds the Series 66 designation. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, access to third-party money managers, and brokerage and insurance product distribution, delivering advice through affiliated strategies and third-party strategists.

Michael Ricci is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with two years of industry experience. Before joining Voya in 2025, he worked at Stifel Nicolaus for two years and has held various roles in other industries, including food service and retail. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individual, retirement plan, 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 product distribution.

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Empower Retirement and several companies outside the financial sector such as Instacart, Shipt, and Wag Labs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Adam Boyce is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2018, following prior roles at PNC Investments and PNC Bank. Outside of his advisory work, he also drives for Lyft and Uber on a part-time basis. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Jamie Stone is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Stone has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he is a member of PeachPi LLC, where he is involved in investment activities and hiring to resolve property-related issues. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving a range of clients from plan sponsors to sovereign wealth funds.

Christina Bacon is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya Financial Advisors in 2026, she worked at Fidelity Investments and held various roles in other industries. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and access to third-party money managers. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage services through a combination of affiliated products and third-party strategies.

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.

Sarah Dudley is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. She has been with Goldman Sachs since 2024 and has prior experience at firms including ClearBridge Investments and Franklin Templeton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to implement tailored portfolios through a combination of discretionary and non-discretionary managers.

Mark Scribner is a financial advisor at Wealth Enhancement Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, Kestra Investment Services, and Cetera Advisor Networks. Outside of finance, he operates a freelance photography business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Alison Boudreau is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has prior experience at L.L. Bean and the University of Massachusetts, Amherst. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary analytics and integrates resources across the Goldman Sachs affiliates to deliver comprehensive advisory solutions.

Sean Mccabe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, and Nylife Securities. He serves as a trustee for the Weinguys trust, overseeing fund usage under specified circumstances. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Chad Gutner is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Longtide Financial Partners. His career includes roles at Samuel Financial, Inc. and Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Moniz is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Empower Retirement, Equitable Advisors, Axa Advisors, and Voya Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within an administration platform linked to Empower’s recordkeeping and brokerage services.

Andrew Vernazza is a financial advisor with Creative Planning, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ferris Capital, LLC for ten years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques.

Benjamin Warren is a CFP® with nine years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. His prior experience includes roles at John Hancock, Manulife John Hancock Brokerage Services LLC, and LPL Financial. Outside of his advisory work, he manages a duplex property where he lives in one unit and rents the other. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage services, delivering advice through a combination of affiliated strategies, third-party managers, and model portfolios.

Daniel Sharkey is a CFP® professional with four years of experience in financial advising. He is currently with Mariner Wealth Advisors and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for 14 years. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers and provides specialized tax and administrative family office services.

Michael Syer is a CFP® professional based in Boston, MA, with seven years of industry experience. He has worked at Mariner since 2025 and previously held roles at Cerity Partners LLC, Bainco International Investors LLC, and The Colony Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers and offers specialized solutions such as Core Family Office services and employer financial-wellness tools.

Pamela Basse is a Certified Financial Planner® (CFP®) with 28 years of industry experience. She has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC, where she has been active since 2008. Basse serves on the board of Be Inspired Together, a nonprofit focused on fundraising and providing mental health services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides comprehensive services such as plan design, compliance, fiduciary consulting, and investment management, serving large clients including sovereign wealth funds.

Timothy Ostrander is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has 20 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Outside of his advisory role, Ostrander serves on the Advisory Board at SUNY Geneseo and is Treasurer and a Finance Committee member for the Mass Mentoring Partnership Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and cross-affiliate capabilities to deliver tailored wealth management solutions.