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.

Brian St Croix is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance, and Creative Wealth Solutions & Insurance Services LLC. He is also involved in insurance brokering through his firm Creative Wealth Solutions & Insurance Services LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring solutions to client objectives and Plan Sponsor criteria and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Derway is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. His prior career includes long tenures at Coburn & Meredith, Inc. and Tucker Anthony & R.L. Day. He began working with Integrated Wealth Concepts and LPL Financial in 2021. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a primarily long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Carl Young III is a financial advisor at William Blair with 22 years of industry experience. He has been with William Blair & Company since 2015. He holds Series 65 and Series 63 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models 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. with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Charles Schwab, TIAA/Tiaa, and Savant Wealth Management. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through recommendation-based, non-discretionary arrangements.

Jason Skolnick is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 20 years and FIRST NATIONAL Advisors for 28 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax, accounting, and family office services.

Dillon Wright is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at Citizens Securities, Inc., Bank of America, and Merrill. Voya Financial Advisors, Inc. serves a diverse range of clients including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based arrangements.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

Nicholas Mihopoulos is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments, Floyd Advisory, and The Country Club. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through a variety of program structures that emphasize non-discretionary recommendations.

Robert Quinn is a financial advisor at Corient in Boston, MA, holding the CFP®, CFA®, and Series 63 designations with three years of industry experience. His prior work includes 12 years at Eaton Vance WaterOak Advisors and roles at Corient and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings, including private fund capabilities and affiliated trust services.

Alec Bedard is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining VOYA, he worked at GWFS Equities, Inc. and has a diverse background including roles at Fidelity Investments and participation in political campaigns. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, primarily on a non-discretionary basis, and operates as both an SEC-registered investment adviser and broker-dealer.

Matthew Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Darmody, Merlino & Co., LLP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem to offer integrated financial services and advanced research tools.

Thomas Powell is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley, Eaton Vance Distributors, Rise Private Wealth Management, and the Federal Reserve Bank of Boston. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals‑based, team investment approach that combines in‑house strategies with third‑party solutions, employing continuous portfolio monitoring and risk management tools.

John Cislo is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, TIAA-CREF, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Auctane and has held various roles in education. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jacob Hall is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including unified managed accounts and third-party money manager access. The firm primarily provides non-discretionary advice and operates both as an SEC-registered investment adviser and a broker-dealer.

Madison Burr is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya, Madison worked at Fidelity Investments and also has experience in the hospitality industry. 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 multiple program structures, primarily providing non-discretionary advice.

Stephen Stelljes is a CFP® professional with 19 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 1998. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.