Brian Donoghue is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent five years with Strategic Advisers, Inc., as well as a brief tenure at Columbia Management Investment Advisers, LLC. Outside of his advisory role, he manages two residential rental properties in Massachusetts and New Hampshire. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers both model-based and customized investment solutions.

James Spidle is a financial advisor at Breckinridge Capital Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2010. 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 trading systems and team-based portfolio management.

Chase Stratton is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Breckinridge Capital Advisors Inc. He previously worked at Columbia Management Investment Distributors, Inc., Cambridge Insurance Advisors, and has an academic background from the College of the Holy Cross. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, 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 rules-based models, and emphasizes tax-aware implementation techniques through proprietary portfolio management systems.

John Ferren is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been working in financial services since 2024, with prior experience at Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of investment products and employing a mix of discretionary and non-discretionary management strategies.

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, New York Life Insurance Co., and NYLIFE Securities LLC. He also has experience with Tufts University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement plan consulting, with access to proprietary and third-party investment programs.

Jacob Mc Clary is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model allocations, and technology-enabled tools to deliver recommendations, with a focus on client-approved, non-discretionary account management.

Chad Lizine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. 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, unified managed account and wrap programs, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to deliver tailored investment solutions.

Brian Lemay is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. His previous roles include positions at NYLife Securities LLC, New York Life Insurance Company, Integrated Financial Partners, and several other firms. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions primarily on a non-discretionary basis.

Alexander Abramo is a Series 66-licensed financial advisor with two years of industry experience, currently with Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at Fidelity Investments, LPL Financial LLC, and Apex Entertainment. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and external strategists, model portfolios, and technology-enabled tools, with a significant focus on non-discretionary client relationships.

Matthew Burnett is a CFP® with nine years of experience in the financial industry. He currently works at Schwab Wealth Advisory Inc., having previously been employed at The Vanguard Group, Inc. from 2016 to 2020. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Haley Pink is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management among other firms. Haley is based in Boston, MA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Joshua Alpert is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including positions at the University of Massachusetts Amherst and Needham Parks and Recreation. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of in-house and third-party strategies with a focus on non-discretionary client relationships and technology-enabled tools.

Gary Domoracki is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stifel, Barclays Capital Inc., Source Capital Group, Credit Suisse Securities, Lehman Brothers, and Pershing LLC. He is currently writing a book titled *Family Office Essentials: How to Prevent Family Wealth Destruction*. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and consulting services. The firm provides advisory solutions across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Julie Lopes is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank, NA since 2013. Outside of her advisory role, she is a home decor creator and influencer for Rewardstyle.LTK, where she posts content and shares product links. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm offers portfolio management, financial planning support, and access to a wide range of investment options through a combination of affiliated and third-party sub-managers.

Kevin Connors is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and 6 years at Ameriprise Financial Services, LLC. He co-owns Ironsides Operational Support LLC, a legal entity used for practice management, where he assists with management and strategic decisions. Integrated Wealth Concepts LLC 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, consulting, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management with a long-term investment approach.

Matthew Gordon is a CFP® professional based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC for 14 years prior to his current role at Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

Alexandra Rooney is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 65 licenses. Before joining Empower Advisory Group, she worked at GWFS Equities, Inc. for five years and has held various roles in organizations including Thayer Academy and Victress Capital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Brian Kessel is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 designations and has two years of industry experience with prior roles at Fidelity Investments and the Rhode Island Executive Office of Commerce. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and external strategists, employing model portfolios and technology-driven tools to support predominantly non-discretionary client relationships.

Shawn Hayward is a CFP® and ChFC® with 17 years of experience in financial advising. He is currently with Voya Financial Advisors, Inc. and has previously worked at firms including Savvy, Sequoia Financial Group, Edward Jones, The Vanguard Group, Bank of America, Merrill Lynch, Scottrade, Santander Securities, and LPL Financial. He is based in Boston, MA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to manage mostly non-discretionary client relationships through a large network of advisors.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio strategies.