Braeden True is a financial advisor at Janney Montgomery Scott LLC with five years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Janney in 2025, he worked at Fidelity Investments for three years. Outside of finance, he has experience in the food service industry with Riva Pizzeria and in landscaping through True Landscaping. Janney Montgomery Scott LLC is a large 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 and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Dylan Cantara is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of advising, he is a partner managing a basketball league called Embargo. Voya Financial Advisors serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through a combination of affiliated strategies and third-party managers.

John Ciccone Sr. is a financial advisor with Commonwealth Financial Network in Boston, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Commonwealth Financial Network since 2006 and is also the president and sole owner of Capital Navigation Group, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Rebecca Vautour is a financial advisor at William Blair with three years of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Alexandra Bauer is a financial advisor with 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 Fidelity Investments and Sheeley & Partners Wealth Management. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, providing financial planning, portfolio management, and brokerage services. The firm employs a combination of affiliated strategies, third-party money managers, and a largely non-discretionary advisory approach.

Conor Daly is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at South Shore Retirement Services, Padua, KBC Bank, and Hedgeserv. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and various investment strategies, serving over 127,000 clients with a platform-focused approach.

Michael Casparriello is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at GWFS Equities, Putnam Investments, and John Hancock Financial. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed accounts within Empower’s administrative platforms.

Thomas Milne is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior work at Fidelity Investments. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers.

Ariana Polk is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with 14 years of industry experience. She has been with Breckinridge since 2008. Breckinridge Capital Advisors manages over $50 billion across a diverse client base, offering fixed income and equity strategies with a focus on customization and tax-aware services. The firm combines top-down macro analysis with bottom-up research, employing rules-based models and proprietary technology to support portfolio construction and trading.

Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Daniel Wagner is a financial advisor with Kestra Advisory and Kestra Investment Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Boston Wealth Strategies, MassMutual, and Metlife Securities. He also serves as a senior advisor at NFP Corporate Services, providing investment reviews of corporate retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Duke Laflamme is a CFA® charterholder based in Boston, MA, with three years of industry experience. He has been with Corient and its affiliated entities since 2022, following a 24-year tenure at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

James Johnston is a CFP® professional with five years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 alongside various specialized offerings.

James Gilloran is a CFP® with 10 years of experience in financial advising, currently with Corient in Boston, MA. His prior roles include positions at Eaton Vance WaterOak Advisors and Argent Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm offers specialized services through affiliated entities, including private fund advisory and trust services.

Karen Van Voorhis is a CFP® with 22 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. She has worked at several firms including Ameritas Investment Corp, Daniel J. Galli & Associates, and Lion Street Advisors. Van Voorhis also provides financial education and counseling to corporate clients through PFE Group. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach that includes model portfolios, third-party managers, and co-advisory relationships, serving a broad range of investors including high-net-worth individuals.

Hunter Shaughnessy is a financial advisor at Farther with a Series 65 credential and one year of industry experience. Prior to joining Farther, he held roles at SAP America and other organizations across various sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Martin Joyce is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Bestgen Wealth Management, LLC, CWM, LLC, and Hirst Financial Independence Planning, Inc. He has also worked in education and retail sectors, including at the University of Massachusetts Dartmouth and Braintree High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider to affiliated advisors.

Thomas Garcia Meitin is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with five years of industry experience. His work history includes roles at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2019, as well as previous experience at East China Normal University and CIRCOR International LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers point-in-time financial planning and ongoing portfolio management services with a fiduciary standard applied to its registered investment advisory services.

Joseph Purtell is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and Solomon Private Wealth, as well as work in varied fields such as education and hospitality. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance product distribution.

Brian Donoghue is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent five years with Strategic Advisers, Inc., as well as a brief tenure at Columbia Management Investment Advisers, LLC. Outside of his advisory role, he manages two residential rental properties in Massachusetts and New Hampshire. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers both model-based and customized investment solutions.