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 with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Voya, he held various positions including roles at Fidelity Investments, Stonehill College, and several local organizations. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm delivers advice using model portfolios, affiliated strategies, third-party managers, and provides participant advice for retirement plans, with a focus on non-discretionary asset management and commission-based product sales within its brokerage platform.

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, New York Life Insurance Co., and NYLIFE Securities LLC. He also has experience with Tufts University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement plan consulting, with access to proprietary and third-party investment programs.

Jacob Mc Clary is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Voya Financial Advisors, Inc. serves individuals, 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.

Chad Lizine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Voya Financial Advisors, he worked with Fidelity Investments for three years. Voya Financial Advisors serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by 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 combines affiliated strategies with third-party model portfolios and provides participant advice for retirement plans.

Brian Lemay is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at NYLife Securities LLC, New York Life Insurance Company, Integrated Financial Partners, Fallon Health, and Rollstone Bank & Trust. 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 advisory representatives and affiliated strategies.

Alexander Abramo is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Fidelity Investments and LPL Financial LLC, as well as work in the entertainment sector with Apex Entertainment. 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 provides financial planning, portfolio management through wrap and UMA programs, third-party money manager access, and brokerage and insurance product distribution, delivering advice primarily on a non-discretionary basis.

Jonathan Caplan is a financial advisor with Commonwealth Financial Network in Canton, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience and has worked at several firms including Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Citizens Securities, Inc. He is currently associated with Caplan Wealth Partners and Commonwealth Financial Network. 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and comprehensive back-office services.

Matthew Burnett is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Boston, MA. He has held positions at The Vanguard Group and Charles Schwab & Co., Inc. prior to his current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit of Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Haley Pink is a financial advisor with Rockefeller Financial LLC in Boston, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial, she held roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Congress Wealth Management, among others. 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 offers integrated services through affiliated trust and insurance entities as well as brokerage and placement capabilities, with a focus on customized strategies and access to alternative and private investments.

Christopher Veneto is a financial advisor at Farther with 19 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northstar Capital Inc. for 18 years before joining Farther in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Joshua Alpert 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, including prior work at Fidelity Investments. Voya Financial Advisors serves individual and institutional clients, including employer-sponsored retirement plans and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm uses a combination of model portfolios, affiliated strategies, and third-party managers, with a significant portion of its assets managed on a non-discretionary basis.

Gary Domoracki is a financial advisor with Oppenheimer in Boston, MA, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He previously worked at Stifel from 2015 to 2020 before joining Oppenheimer in 2020. He has been writing a book titled *Family Office Essentials—How to Prevent Family Wealth Destruction* over the past decade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including portfolio management and financial planning. The firm employs a varied investment approach tailored by program and advisor, combining strategic and tactical asset allocation and manager selection across equity, balanced, and fixed income strategies.

Brian Falconer is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, SagePoint Financial, and Securian Advisors of New England. Falconer serves as a board member of the National Association of Insurance and Financial Advisors Rhode Island chapter. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

Kevin Connors is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and 6 years at Ameriprise Financial Services, LLC. He co-owns Ironsides Operational Support LLC, a legal entity used for practice management, where he assists with management and strategic decisions. 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, consulting, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management with a long-term investment approach.

Matthew Gordon is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies and offers a range of financial and fiduciary services, including portfolio management, tax compliance, and family office support.

Alexandra Rooney is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at GWFS Equities, Inc. for five years before joining her current firm. Outside of her advisory role, she has experience in promotional activities through her work with Dope Promotions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and annual portfolio rebalancing, operating within the framework set by plan sponsors.

Brian Kessel is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Voya, he worked at Fidelity Investments and held various roles in public service and the hospitality sector. Voya Financial Advisors, Inc. serves individual investors, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution through a combination of advisory and brokerage services.