Brooke Smith is a financial advisor with Commonwealth Financial Network and co-owner of OpenRoad Wealth Advisors, LLC. She holds a Series 66 designation and has two years of industry experience. Prior to her current roles, she worked at Edward Jones and has experience in other industries including operations at Freight Farms, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and multiple program structures.

Kenneth Connors is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, combining discretionary and non-discretionary management with oversight from dedicated research and advisory teams.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Voya, she held roles at Fidelity Investments and various businesses outside finance. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services with a focus on investment policy statements and model allocations, combining both in-house and external strategists supported by technology-enabled tools.

Lisa Prezzano is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Empower, Kronos, ADP, and AARP Financial. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver financial planning, portfolio management, and retirement services through a large network of advisers.

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Joseph Valenty is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Osaic Wealth and several other organizations. Valenty serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessments and executes strategies via approved mutual funds and ETFs.

Adam Armstrong is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, and Fisher Investments. 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 individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jacob Dickson is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies alongside technology-enabled tools to implement client recommendations.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

David Tremblay is a CFP® professional with 10 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Michael Carretta is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 18 years of industry experience, including over two decades with Commonwealth and most recently joining LPL Financial LLC. He is based in Waltham, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, providing various investment options through both internal and external model portfolios.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include six years at Prio Wealth, LP and seventeen years at Standish Fund Distributors, L.P. Cerity Partners provides customized wealth management and related services to a broad national client base, utilizing tailored asset allocation, manager selection, and periodic rebalancing to build client programs. The firm serves individuals, families, trusts, business entities, charitable organizations, and institutional investors with a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Lincoln Hurney is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held roles at Claro Advisors, LLC, Tufts University, Shawmut Design & Construction, and Harvard University. 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, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management using model and customized portfolios.

Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. 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 clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. 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. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Libby Ricciardi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Commonwealth since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Pedro Rodriguez is a CFP®-certified financial advisor with 13 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. since 2022. Prior to this, he worked for Gwfs Equities, Inc. for seven years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and delivers financial plans and ongoing reviews through an interactive online platform.