Andrew Michienzi is a financial advisor at Oppenheimer with 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns and manages AJ Michienzi Properties LLC, a company involved in rental property management. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of advisory and brokerage services. The firm provides investment management across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, and offers both discretionary and non-discretionary consulting and retirement services.

Kennett Fisk is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 66 credentials and with 46 years of industry experience. He has been with Commonwealth Financial Network since 2005 and also worked at Beacon Investment Management from 2005 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.

Matthew Langis is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Langis has been with Infinex Investments, Inc. since 1999. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

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.

Donald Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Commonwealth Financial Network across multiple periods since 2002, with additional experience at College Funding/Alliance Financial and Bartholomew & Company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management.

Brendan Keaveney is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years and held positions at several other firms including Universal Finance Corp and B. Riley Financial. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad range of accounts.

Mark Duffy is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He previously worked at Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

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.

James Moriarty is a ChFC® credentialed financial advisor with 22 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has held roles at Fairway Group, LLC, Moriarty Financial Group, LLC, JPM Retirement & Legacy Solutions, LLC, and operates James P. Moriarty, CPA, LLC, providing tax and accounting services. He also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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. in Boston, MA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley and MassMutual Life Insurance Company. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, operating primarily with non-discretionary client-authorized accounts.

Ryan Bajjaly is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA. He holds Series 63 and Series 65 licenses and has six years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of finance, he has experience in the food service and lawn care industries. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and focuses primarily on non-discretionary asset management, working with a variety of client types including defined benefit and defined contribution plans.

Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives. Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management. Outside of work, Bailey has interests in fitness, social events with friends, and golf.

Michael Mackintire is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Chartroom at Crosby's and AlphaSights. Outside of his advisory work, he serves as an unpaid alumni liaison for the College of the Holy Cross, assisting with communications and local events. 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 with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

John Derway is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses with 49 years of industry experience. His career includes long tenures at Coburn & Meredith, Inc. and Tucker Anthony & R.L. Day. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, employing customized portfolios and a combination of internal management and third-party managers with a primarily long-term investment approach.

Carl Young III is a financial advisor with William Blair in Boston, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides proprietary models, third-party sub-advisory options, and access to private funds and co-investment opportunities.

John Murtagh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at The Clifford Group LLC, NewEdge Advisors, LLC, Triad Advisors LLC, Bank of America, Merrill, and PLT4M. Outside of advising, he serves on the finance committee of The Parmenter Foundation, a charitable organization providing bereavement and end-of-life care services. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing customized, primarily long-term investment strategies across a range of asset classes.

Barbara Attardo is a CFP® professional with 19 years of experience in financial advising. She has been with Cerity Partners LLC since 2022 and previously worked at Daintree Advisors LLC for ten years. Based in Boston, MA, she offers expertise in comprehensive financial planning and investment management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

Shawn Jennings is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA, with 19 years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Savant Wealth Management, TIAA-CREF, and Charles Schwab. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.