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.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

Rafael Okon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. He has also been involved with educational institutions such as Salem State University and Marblehead High School. Voya Financial Advisors serves a broad range of individual and institutional clients, offering services including financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily delivers non-discretionary recommendations requiring client approval.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in energy and transportation sectors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Andrew Belastock is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. He has been with Focus Partners since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Luke Shapiro is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior work at Fidelity Investments. Voya Financial Advisors serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, focusing primarily on recommendation-based, non-discretionary asset management.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. Her background includes various roles in nonprofit and public sector organizations as well as involvement with the Intergenerational Literacy Program. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside several affiliated investment and retirement offerings.

Cole Deletti is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including consulting and the restaurant industry. His background includes involvement with Greek House/University Tees and several dining establishments. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates as both an SEC-registered investment adviser and broker-dealer with multiple affiliated programs.

John Coutu is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with four years of industry experience. He previously worked at Fidelity Investments and has held various positions including roles at the City of Cranston Parks and Recreation Department and the University of Rhode Island. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a preference for non-discretionary, recommendation-based client relationships.

Christopher Goolgasian is a CFA® charterholder based in Boston, MA, currently with Breckinridge Capital Advisors Inc. He has over a decade of prior experience at Wellington Management Company and has been affiliated with Bryant University since 2005. His current tenure at Breckinridge began in 2026. Breckinridge Capital Advisors manages over $54 billion in fixed income and equity strategies for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation and proprietary management systems.

Nathan Swift is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience developing a social media application through his involvement with uReVu, a social media network. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations rather than discretionary management.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Logan Ryan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and Ayco. 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 utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Kelley is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Alanna Spada is a CFP® professional at Cerity Partners LLC with six years of industry experience. She previously worked at Prio Wealth LP and BNY Mellon Wealth Management. Based in Boston, MA, her current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Kerri Wilkes is a CFP® professional with over 20 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at TD Bank N.A., Gregory Telge, and Northwestern Mutual Investment Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kayleigh Harris is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. She has worked at Cerity Partners since 2022 and previously held positions at Evofem Biosciences and Rippling. Prior to entering the financial industry, she spent four years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative tools, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Adam Hershman is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Securities Inc. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through recommendation-based, non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.