Christopher Seear is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and six years of industry experience. His career includes multiple roles within TD Bank and related entities since 2016. 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 investors. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Keith Mayer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has previously worked at Santander Securities, Santander Bank, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through proprietary and third-party financial planning methodologies.

Cole Di Rico is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has one year of industry experience, including prior roles at Merrill and Automatic Data Processing. Outside of finance, he has experience working in the restaurant and bar industry as a host, server, and bartender. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a variety of advisory services ranging from financial planning to third-party money manager access, primarily through non-discretionary, recommendation-based programs.

Abigail Ingalls is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. She holds a Series 65 designation 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 range of fixed income and equity strategies supported by a combination of top-down macro outlooks and bottom-up fundamental research, with a distinctive operational structure as a certified B Corp and Massachusetts Benefit Corporation.

William Speciale is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with 17 years of industry experience. He previously worked at Daintree Advisors LLC for nine years before joining Cerity Partners in 2022. Outside of his advisory role, he serves as a board member of the Public Life Foundation of Owensboro, where he leads the Investment and Personnel committees. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including high-net-worth individuals, families, institutions, and corporations, offering customized portfolio management with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Jonathan Howard is a CFP® professional currently with Corient in Boston, MA. He has 19 years of industry experience, primarily from his previous role at BNY Mellon before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, incorporating risk management tools and alternative investments where appropriate.

Matthew Gallagher is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience at Fidelity Investments and Universal Finance Corp. Outside of finance, he has worked in education at several institutions including Stoneham Public Schools and Bentley University. Voya Financial Advisors 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 multiple program structures, including non-discretionary recommendation-based relationships.

Gary Mc Govern Jr. is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at Equinox Fitness for eight years. Outside of his advisory role, he is a member of the Boston Athletic Association running club. Janney Montgomery Scott is a large dual-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, corporate sponsors, and municipal clients, offering a range of advisory and brokerage services supported by centralized portfolio management and in-house custody capabilities.

Elody Wagnac is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Dorchester, MA. Her work history includes roles at Target Corporation and State Street Corporation prior to joining Janney. 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 and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zenaida Orduna is a financial advisor with Empower Advisory Group based in Boston, MA, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Infinex Investments, and Bank of America/Merrill Lynch. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Beshere Jr. is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and previously worked at Breeds Hill Capital LLC and Morgan Stanley. He has held various roles including positions at Northeastern University and Fidelity Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both internal strategies and third-party managers, with continuous portfolio monitoring and risk management.

John Bliss is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining VOYA, he spent three years at Fidelity Investments and was involved with The Aquidneck Club for seven years. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary recommendations and multiple program structures.

Cody Manfrim is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Merrill and has held various roles prior to his financial services career, including positions in retail and at the University of Massachusetts Dartmouth. Voya Financial Advisors serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through a range of program structures, including non-discretionary and recommendation-based relationships.

Alexis Mena is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. Prior to joining Voya, Alexis worked at Fidelity Investments for three years and has held various roles in the financial and service sectors. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Keith Lucier is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has a diverse work history including roles outside the financial industry. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of advisory services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, often providing non-discretionary recommendations.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. She has held positions at Cerity Partners since 2022 and previously worked at PricewaterhouseCoopers LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic’s investment management and securities divisions. Outside of his advisory role, he serves on the Investment Committee of the MetroWest Health Foundation, a nonprofit focused on community health philanthropy. 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 a comprehensive range of portfolio management, financial planning, and investment services through a Private Advisor model and an integrated investment platform.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.