Stewart Staunton is a financial advisor at Rockefeller Financial LLC based in Boston, MA, holding a Series 66 designation with seven years of industry experience. He has worked within various entities of the Rockefeller organization since 2021 and previously held roles at Wells Fargo Clearing and Randstad Professionals. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Rocco is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding the ChFC® designation and Series 63 license. He has 14 years of industry experience and has worked with New York Life and its affiliated entities since 2012. In addition to his advisory role, he is engaged as a shareholder in NYLARC Holding Company Inc. and operates under the DBA Rocco Insurance and Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis, primarily within an integrated New York Life affiliate structure.

Alexander Buxbaum is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Eaton Vance Management and Eaton Vance Distributors, Inc. He also has involvement in fixed insurance sales, dedicating a portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Jeffrey Covitz is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Epg Incorporated and Stoneham Bank before joining Janney Montgomery Scott in 2020. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base ranging from individuals and families to corporate, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Kevin Sanchez is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior experience at Sachetta, LLC, Allied Universal, and Keenan Financial, among other roles. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts.

Christopher Kheirallah is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and began his career in the industry in 2025. His prior roles include positions at Merrill, Bank of America, and involvement with Project Destined. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory arrangements.

Kimberly Flynn is a CFP®-designated financial advisor at Cerity Partners LLC with 25 years of industry experience. Her prior roles include positions at Carson Wealth, CWM, LLC, Prudential Insurance Company of America, and Klarity Financial. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Jose Estrada is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Fidelity Investments. Outside of finance, he has involvement with the Old Irish Social Club. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services including planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation. He joined Focus Partners Wealth in 2022 and has been in the industry since then. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Francis Leonard is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with VOYA Financial Advisors since 2014. Leonard is also an independent insurance agent and a partner in Heritage Retirement Planning, where he is involved in the sale and service of insurance, securities, and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, third-party money manager access, and consulting services, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted at her branch location. 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 over $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Michael Flynn is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Outside of his advisory role, Flynn is affiliated with the Dedham Country & Polo Club. Voya Financial Advisors, Inc. serves a wide range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, offering advice primarily through non-discretionary programs and multiple affiliated investment solutions.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Jonathan Stuart is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. His prior experience includes roles at Northwestern Mutual Investment Services and Windhaven Investment Management. He is also a trustee of Worcester Academy, contributing to the school's strategic direction. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations within the Schwab ecosystem. The firm uses standard asset allocation models and research tools while leaving final trading decisions to clients.

Tess Coutu is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Voya, she held roles at John Hancock and its affiliated entities. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

John Piantedosi is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at LPL Financial and Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Integrated Wealth Concepts LLC 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, consulting, and family office services, using customized portfolios that combine internal management and third-party asset managers with a primarily long-term investment approach.

Janice Mc Garry is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various strategies, including core-satellite, pure-index, and options-based overlays, and is notable for its airline industry division and management of privately offered income funds.

Christopher Holcombe is a CFP® professional with 11 years of experience in the financial industry. He has been with Highmount Capital since 2013. Holcombe is based in Boston, MA, and is currently affiliated with Brown Advisory. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, fundamental research approach and offers a range of strategies including discretionary portfolio management, OCIO solutions, and family office advisory.

Amy Scarborough is a financial advisor at TIAA‑CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA‑CREF since 2012. Outside of her advisory role, she is involved in real estate appraisal activities, assisting with home inspections, photography, and report preparation. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management, offering both model and customized portfolios.

Paul Mckenna IV is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Boston, MA. He holds the CFP® designation and has 20 years of industry experience, including prior roles at Franklin Distributors LLC, ClearBridge Investments LLC, and Legg Mason & Co LLC. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs within model portfolios.