Thomas Milne is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 registrations with one year of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for one year. 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 offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a network of advisers, combining in-house and external strategies with technology-enabled tools.

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 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley, Credit Suisse Securities, Wells Fargo Clearing, and several SVB-affiliated firms before joining Citi Private Bank in 2025. Citigroup Global Markets serves a wide range of individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering diverse investment advisory programs and execution services. The firm combines large institutional scale with distinctive market roles such as derivatives dealing and futures commission merchant activities.

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 with four years of industry experience, currently serving at Corient in Boston, MA. His career includes prior roles at Eaton Vance WaterOak Advisors spanning 24 years and positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

James Johnston is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has been associated with The Colony Group, LLC since 2016. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Her prior experience includes roles at Ameritas Investment Corp, Daniel J. Galli & Associates, Lion Street Advisors, Kestra Financial Services, Sapers & Wallack, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. In addition to her advisory work, she provides financial education and counseling through workshops for corporate clients via PFE Group. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm manages portfolios using a range of model portfolios, mutual funds, ETFs, and individual securities, and employs multiple program platforms and third-party managers to deliver customized investment solutions.

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 with six years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2019. His prior work includes roles at East China Normal University, CIRCOR International LLC, Safe & Secure LLC, and Elon University. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering customized portfolio management under a fiduciary standard within a vertically integrated structure.

Joseph Purtell is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments and Solomon Private Wealth. He has also held roles outside of finance, including at Turners Seafood and Bentley University. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary account management across a broad product shelf.

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.

James Spidle is a financial advisor at Breckinridge Capital Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2010. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary trading systems and team-based portfolio management.

Chase Stratton is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Breckinridge Capital Advisors Inc. He previously worked at Columbia Management Investment Distributors, Inc., Cambridge Insurance Advisors, and has an academic background from the College of the Holy Cross. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down Investment Committee outlook with fundamental credit research and rules-based models, and emphasizes tax-aware implementation techniques through proprietary portfolio management systems.

John Ferren is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been working in financial services since 2024, with prior experience at Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of investment products and employing a mix of discretionary and non-discretionary management strategies.

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities in Boston, MA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities since 2018, as well as a prior position at NYLIFE Securities LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party solutions tailored to client needs.

Jacob Mc Clary is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment recommendations, managing a significant portion of assets on a non-discretionary basis.

Chad Lizine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists alongside technology-driven tools to manage client portfolios, with an emphasis on both non-discretionary and limited discretionary account management.

Brian Lemay is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. His previous roles include positions at NYLife Securities LLC, New York Life Insurance Company, Integrated Financial Partners, and several other firms. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions primarily on a non-discretionary basis.