Gehrig Zimmerman is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience, including a prior role at Fidelity Investments. His background includes positions outside finance, such as work at LifeTime Fitness and educational institutions. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated products, and employs technology-enabled tools alongside model portfolios to tailor client investment strategies.

Andrew Wilmarth is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc since 2015. Outside of his advisory role, he was involved with the Charles River YMCA from 2012 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s financial planning emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base relative to its advisor headcount.

Brandon Intrater is a financial advisor at Corient in Boston, MA, holding a Series 65 designation and with 17 years of industry experience. He previously worked at Vivaldi Capital Management for nine years and Long Term Solutions, LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Debra Brede is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at Focus Partners since 2024. Prior to this, she spent over 30 years at D.K. Brede Investment Management Company, Inc. and Commonwealth Financial Network. Outside of her advisory work, she serves on the finance committee at Newton Wellesley Hospital and holds trustee and board roles with Agape A.I.D.S. Orphan Care and Boston Rescue Mission. Focus Partners serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kevin Pitts is a financial advisor at EP Wealth Advisors in Norwood, MA, holding a Series 65 designation. He has experience working in education and retail prior to joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and various investment strategies, including fundamental and technical analysis, options, and alternative investments.

Kamryn Person is a financial advisor at Schwab Wealth Advisory, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held roles at Citizens Bank, Citizens Securities, and Charles Schwab & Co., Inc. Outside of finance, Kamryn is self-employed as a singer and band leader, performing with the concert venue Off The Rails since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

Charles Bean III is a financial advisor with Savant Wealth Management in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including 30 years at Heritage Financial Services prior to joining Savant in 2026. He also serves as a trustee for a family trust in a non-investment-related capacity. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated entities offering legal, accounting, and trust services.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Outside of his advisory role, Morrissey serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies and manages both model and specialist portfolios.

Randall Franco is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at Fidelity Investments, Careerist, and various other companies. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a broad network of advisors.

Ashley Lareau is a CFP® professional with six years of industry experience. She has worked at Allworth Financial, L.P. since 2025 and spent 14 years at Shorepoint Capital Partners LLC prior to that. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies and offers education through newsletters, podcasts, and seminars.

Sophia Cross is an investment adviser representative at VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and has a background that includes full-time education and various other roles. In addition to her advisory role, she is a licensed insurance agent who occasionally offers insurance products to clients. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm combines in-house and external strategists with technology-enabled tools to support investment decisions, offering both discretionary and non-discretionary account management options.

Gracie Le Du is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, she held roles at Lululemon, Morgan Stanley, Urban Outfitters, Marriott, and Victoria's Secret. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations across a large network of investment adviser representatives.

William Montague is a CFP® and CFA® charterholder with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Cynosure Group, SVB, Bay State Financial, and other firms. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Jenny Hallstrom is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Guardian Life and Park Avenue Securities and previously was affiliated with The Bulfinch Group. Outside of her advisory role, she serves as a notary public. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) in Rockland, MA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been affiliated with Eagle Strategies and New York Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Satuit Boat Club, a nonprofit organization. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Foley is a financial advisor at Commonwealth Financial Network in Needham, MA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Commonwealth since 2013. In addition to his advisory role, he spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and multiple program structures, while providing operational and compliance support to affiliated advisors.

Bailey Fielding is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Integrated Wealth Concepts in 2025, Bailey worked at Dakota Wealth, LLC and Dakota Tax Services LLC. 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, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Shaquille Johnson is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Voya in 2018, he worked at Best Buy and STCC. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and third-party investment products with a focus on client-approved, non-discretionary relationships.

Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at OSAIC, Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. She also serves as an employee at The Kaleel Company, Inc., assisting with insurance clients and client service. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary models and algorithmic rebalancing across a range of securities while incorporating AI tools alongside advisor judgment.

Cayley Montanez is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. Montanez previously worked at Fidelity Investments and has held various roles in education and small business environments. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, 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 through a large network of investment adviser representatives using a combination of in-house and external strategists and technology-enabled tools.