Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential. He has been in the industry for less than a year, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services.

Mark Purcell is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2020, following prior roles at Royal Alliance Associates, Inc. and Jhfn Sii. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 credentials and having one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products through a dual-registered advisory and broker-dealer platform. The firm delivers advice using model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Mark Haser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Artemis Financial Advisors for six years and has held positions at Kyruus and Athenahealth. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Evan Couture is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, Allspring Funds Distributor, and T. Rowe Price. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down investment committee outlook with fundamental credit research and systematic, tax-aware portfolio management techniques, managing over $54 billion in client assets as of December 31, 2025.

Laura Keelon is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large 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, and institutional clients, offering brokerage services, financial planning, and advisory programs.

Dawn Rimari is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2004. Outside of her advisory role, she presents financial literacy programs to charter schools in Lawrence, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including discretionary model portfolios and personalized investment options. The firm offers operational, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Jason Bertsch is a CFP® with 27 years of industry experience. He has worked at NewEdge Advisors since 2026 and previously spent 14 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Christopher Kajunski is an advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has been in the industry since 2025. His background includes positions at Fidelity Investments and experience working in public schools and various local clubs. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution. The firm combines affiliated strategies, third-party managers, and commission-based product sales within a dual-registered structure.

Stephen Petersen is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Stacey Marino is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer. She previously worked at Morgan Stanley in various private banking roles from 2016 to 2021. Marino is also the sole trustee of an irrevocable family trust that holds investments for a beneficiary, including a passive interest in a restaurant. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with accounts reviewed regularly and custodied at Oppenheimer.

Salvatore Demalia is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments from 2023 to 2026. Outside of his advisory role, he has served as a flag referee for local youth football games and worked as a delivery driver for DoorDash. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individual clients, employer-sponsored retirement plans, and corporate and charitable organizations. The firm offers financial planning, portfolio management through wrap and UMA programs, third-party manager access, and brokerage and insurance product distribution, with a substantial portion of assets managed on a non-discretionary basis.

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 bringing 45 years of industry experience. He has worked at Commonwealth since 1994 and is also the managing partner of Beacon Investment Management, LLC, a private securities business. Additionally, he serves as a co-trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion to construct client portfolios using diverse securities and insurance products alongside firm-managed model portfolios.

Ethan Howe is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and held roles at the University of Maine System and other organizations. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various account programs, and access to third-party money managers, delivering advice through a combination of affiliated strategies and model portfolios.

Elena Hogan is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Eagle Strategies and affiliated firms since 2022 and has prior experience outside of finance, including a brief period with Elena Hogan Healing, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Miranda Monte is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and eight years of industry experience. She is a co-owner of PIN Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Monte has worked previously with Securities America Advisors, Securities America Inc., and ProEast Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Hannah Aronowitz is a Series 66-licensed advisor at Goldman Sachs Wealth Services with two years of industry experience. Her prior work includes roles at Goldman Sachs & Co LLC, Hodgson Russ, and Bowled Co. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a broad range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at LPL Financial, Lockwood Advisors, and Pershing LLC. 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 variety of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by a broad affiliate ecosystem.