Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives. Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management. Outside of work, Bailey has interests in fitness, social events with friends, and golf.

Michael Mackintire is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Chartroom at Crosby's and AlphaSights. Outside of his advisory work, he serves as an unpaid alumni liaison for the College of the Holy Cross, assisting with communications and local events. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

John Derway is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. His prior career includes long tenures at Coburn & Meredith, Inc. and Tucker Anthony & R.L. Day. He began working with Integrated Wealth Concepts and LPL Financial in 2021. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a primarily long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Carl Young III is a financial advisor at William Blair with 22 years of industry experience. He has been with William Blair & Company since 2015. He holds Series 65 and Series 63 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

John Murtagh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at The Clifford Group LLC, NewEdge Advisors, LLC, Triad Advisors LLC, Bank of America, Merrill, and PLT4M. Outside of advising, he serves on the finance committee of The Parmenter Foundation, a charitable organization providing bereavement and end-of-life care services. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing customized, primarily long-term investment strategies across a range of asset classes.

Barbara Attardo is a CFP® professional with 19 years of experience in financial advising. She has been with Cerity Partners LLC since 2022 and previously worked at Daintree Advisors LLC for ten years. Based in Boston, MA, she offers expertise in comprehensive financial planning and investment management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

Shawn Jennings is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Savant Wealth Management, TIAA/Tiaa-CREF, and Charles Schwab. 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 offers a range of advisory programs combining model portfolios and manager-driven strategies, with a mix of discretionary and non-discretionary services supported by an active broker-dealer distribution model and an extensive affiliate network.

Dillon Wright is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citizens Securities, Inc., Bank of America, and Merrill. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual, retirement plan, and charitable clients. The firm offers financial planning, portfolio management, third-party manager access, and brokerage and insurance products, delivering advice through model portfolios, affiliated strategies, and third-party strategists.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

Frank Marzella is a financial advisor with OSAIC Institutions, Inc., holding CFP® certification and Series 63 and 65 licenses, and has 31 years of industry experience. He has been affiliated with Brookline Bank and Infinex Investments, Inc. for the past 10 years. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model with significant discretionary and non-discretionary assets under management.

Nicholas Mihopoulos is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments, Floyd Advisory, The Country Club, Stop and Shop, and UMass Dining. Voya Financial Advisors, Inc. 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.

Robert Quinn is a financial advisor at Corient in Boston, MA, holding the CFP®, CFA®, and Series 63 designations with three years of industry experience. His prior work includes 12 years at Eaton Vance WaterOak Advisors and roles at Corient and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings, including private fund capabilities and affiliated trust services.

Alec Bedard is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Designer Advantage, among others. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and access to third-party money managers, delivering advice through model portfolios and affiliated strategies across both advisory and brokerage platforms.

Matthew Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Darmody, Merlino & Co., LLP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem to offer integrated financial services and advanced research tools.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Thomas Powell is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley, Eaton Vance Distributors, Rise Private Wealth Management, and the Federal Reserve Bank of Boston. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, 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 strategies with third‑party solutions, employing continuous portfolio monitoring and risk management tools.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Auctane and has held various roles in education. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jacob Hall is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Before joining Voya, he worked at Fidelity Investments and has varied prior roles including positions in construction, education, and legal sectors. Voya Financial Advisors serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance product distribution. The firm delivers advice using model portfolios, affiliated strategies, and third-party strategists, with most advisory assets managed on a non-discretionary basis.

Steven Bromberger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and Wells Fargo Funds Distributor, where he worked for 11 years, as well as shorter tenures at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is an owner of Tara Bella Winery, a wine production and distribution business. 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 certain retail brokerage account holders. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning services.

Madison Burr is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments. Outside of finance, her background includes roles at several hospitality and retail businesses. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various account programs, and access to third-party money managers, combining advisory and brokerage services.