Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory.

Elizabeth Zhao is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 66 designation and has recently started her career in the industry. Prior to joining Voya Financial Advisors, she has experience in various roles outside finance, including positions at Dick's Sporting Goods and academic institutions such as Boston University and the Massachusetts Institute of Technology. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Ian Cole is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside diversified strategies and affiliated service offerings.

Antoinette Russell is a financial advisor at Corient with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Eaton Vance WaterOak Advisors from 2010 to 2022. Russell has also been associated with CIPW Service Company, LLC and Corient Services LLC. 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 combines in-house strategies with third-party managers, employing risk management tools and customized asset allocation.

Robert Phinney Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Raymond James and Associates for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Philip Davis is a financial advisor with Commonwealth Financial Network based in Boston, MA, holding 15 years of industry experience. He has been associated with Kauffman and Davis PC since 1982. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Kristin Bowser is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Cerity Partners LLC and previously held roles at Prio Wealth LP and BNY Mellon. She is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Charles Cote is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity Investments and several other organizations. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution. The firm combines model portfolios, affiliated strategies, and third-party strategists to deliver advice, with the majority of its assets managed on a non-discretionary basis.

Daniel Linnehan is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Citizens Securities, Inc. based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Chloe Green is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked at Bucknell Center for Career Advancement and Bucknell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams tailor plans using strategic allocation models and manager selections, supported by proprietary research and tools within the broader Goldman Sachs ecosystem.

Clark Page is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, Page is involved in various business activities related to financial services. 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 customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internal management and third-party asset managers.

Daniel Krall is a financial advisor with Oppenheimer in Boston, MA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Acadian Asset Management, BNY Mellon, RSM US LLP, and Boston College. He is also involved in Daniel Krall Wealth Solutions, LLC, a business related to tax filing and compensation from MML Investors Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and retirement services. The firm employs strategic and tactical asset allocation across multiple investment strategies and supports both discretionary and non-discretionary advisory relationships.

Hunter Pemrick is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, BHG Financial, and Goldman Sachs. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection supported by proprietary quantitative screening alongside third-party managers and individual securities.

Jesse Bateman is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2009. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Rebecca Martel is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and three years of industry experience. She has been with Money Concepts Capital Corp and Quadrant Financial Services LLC since 2016. Outside of her advisory role, she is employed with R.A. Hall & Co, CPAs, LLC, where she performs clerical work related to CPA and tax preparation services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Mark Kane is a CFP® with 15 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He previously worked at Atlantic Trust Company, N.A. from 2014 to 2017 and has been with CIBC National Trust Company since 2017. Kane serves as a board member for the American Heart Association, where he focuses on developing strategic initiatives and promoting collaborations with major partners including the NFL. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach blends an internal team with Relationship Managers and governance committees to create customized portfolios using both proprietary and external strategies, and it manages significant assets with a notably high advisor-to-assets ratio.

Patrick Leary is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and non-financial roles at Newburyport Lighting, Loyola University Maryland, and Newburyport High School. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm combines advisory and broker-dealer functions, utilizing affiliated products, third-party strategists, and a largely non-discretionary management approach.

Ezekiel Waisel is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at SHP Wealth Management, John Hancock, and Prudential. Outside of advisory work, he is involved in event networking through Schmooze N Booze and serves as CFO-owner of a vending machine business, BEZ Unlimited, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combined passive and active investment approach guided by an internal Investment Committee and supported by quantitative and fundamental research.

Suzanne Matheson is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2012 and has worked at TD Bank, N.A. since 2011. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.