William Hall is a financial advisor with Money Concepts Capital Corp in Peabody, MA, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of experience with Money Concepts Capital Corp and over 40 years at R. A. Hall Co., a CPA firm. Outside of his advisory role, he serves as an officer and director of the charity BigEd.Org and is involved in consulting through Hall Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Christopher Twomey is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a co-trustee on several family trusts and is a corporator for Winchester Savings Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Muhammed Kaleel is a financial advisor at Farther with 54 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Financial Securities Corporation and ownership of Kaleel Investment Advisors, LLC and The Kaleel Company, Inc., where he remains president. Outside of advisory services, he is involved in insurance sales and ownership through The Kaleel Company Insurance Agency, Inc. and Lion Street. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across ETFs, mutual funds, equities, fixed income, and independent managers.

Nicholas Gaskell is a CFA® charterholder with six years of industry experience, currently serving at Corient in Boston, MA. His work history includes roles at Eaton Vance WaterOak Advisors and Crestwood Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party managers and customized asset allocation.

Guthrie Cook is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisors LLC, Northwestern Mutual Investment Services LLC, and New York Life. Outside of his advisory role, he serves as a board member and co-chair for the nonprofit North Park Main Street, where he helps organize community events and engage with local businesses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning and advisory programs along with brokerage services. The firm operates both discretionary and non-discretionary account options and manages several billion dollars in assets under management.

Bryan Olson is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He currently works at Schwab Wealth Advisory in Boston, MA, where he has been since 2018, following previous roles at Windhaven Investment Management and ThomasPartners. Outside of his advisory work, Olson serves on the investment committee at Weber State University, overseeing the university endowment’s investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management typically residing with affiliated or third-party managers.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Fidelity Investments and Graypoint, LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model. The firm offers integrated services including access to alternative and private investments, combining wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for twelve years before joining Rockefeller Financial in 2023. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a range of management and advisory options.

Erin Manganello is a CFP® and holds a Series 65 license with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012. 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 integrates active and passive strategies within an enhanced open architecture framework and offers a range of services including portfolio management, financial counseling, tax compliance, and fiduciary consulting.

Juan Restrepo Vanegas is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, Merrill, and American Consumer Credit Counseling. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Shane Comeau is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Morgan Stanley. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm utilizes a combination of model portfolios, affiliated and third-party strategies, and provides both discretionary and primarily non-discretionary advisory services.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Muriel Dol is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs and other companies. Outside of advisory work, she is a part-time employee at The Global Horizon Press, where she contributes to educational activities including college preparation assistance. Voya Financial Advisors, Inc. serves individual and institutional clients through financial planning, portfolio management, and brokerage services. The firm offers a range of investment strategies and combines advisory and brokerage capabilities to support both discretionary and non-discretionary accounts.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Nuveen Securities, Nuveen Asset Management, and TIAA. He serves as a trustee of his condominium association, overseeing operating accounts and bill payments. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates under a fiduciary standard for its advisory services and provides a range of investment management options using model and customized portfolios.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and using model and wrap programs it directly sponsors.

Erick Colon is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory roles, Colon serves on the boards of Greater Manchester Habitat for Humanity and the YMCA Advisory Board, and he is active in financial education through public speaking engagements. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm’s approach emphasizes client-directed implementation and oversight, managing the majority of assets on a non-discretionary basis.

Landon Wriedt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. His prior experience includes roles at State Street Bank & Trust and Charles Schwab Investment Management. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven investment strategies, offering both discretionary and non-discretionary advisory programs.

Stephen Morris is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Voya Financial Advisors, Inc. He previously worked at Rise North Capital and Wells Fargo Advisors. Morris also has experience outside the financial sector in education and local business. Voya Financial Advisors, Inc. serves individual and institutional clients through financial planning, portfolio management, and brokerage services. The firm offers advice via model portfolios and third-party strategies, with a focus on non-discretionary asset management and commission-based product sales within its broker-dealer framework.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.