Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Christopher Helms is a CFP®-credentialed financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He has previously worked at Columbia Management Investment Distributors Inc and various Cetera affiliates before joining Rockefeller in 2025. Based in Boston, MA, Helms holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm provides portfolio management, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes direct portfolio management, third-party managers, and model delivery solutions across multiple asset classes.

Jon Paul Karpf is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at LPL Financial and the University of Rhode Island. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services through a broad network, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Michael Kenney is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation. He has one year of industry experience, with prior roles at Northeast Financial Network, Wightman Tennis Center, B.Good, and Wellesley Public School/Bryant University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and portfolio monitoring.

Tyler Rich is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at The Colony Group, LLC and GW & Wade, LLC, as well as PricewaterhouseCoopers LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Stephen Sykes is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Janney Montgomery Scott since 2023, following prior roles at Raymond James & Associates and Henry V. Rabouin Inc. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Joel Roberts is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026, following prior roles at Brescor Wealth Advisory LLC, Aurora Management Services LLC, and J.P. Marvel Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

Anthony Ragozine is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. He has worked at Guardian Life, Park Avenue Securities, Northeast Financial Network, and Mass Mutual Investors Services. His outside activities include offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Mark Gravina is a CFP® professional with five years of experience in financial advisory. He is currently with Steward Partners Investment Advisory, LLC and has held roles at The Colony Group, Hightower, and Ameriprise Financial Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Craig Lewis is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Ronald Judkins is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities/Prudential, New York Life Insurance Co, and Deutsche Asset Management. He is also involved with McAdam LLC, an RIA where he provides financial advice. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, delivering customized client solutions through proprietary programs and third-party platforms.

Owen Campeau is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Enterprise Holdings. Outside of financial services, he has experience in hospitality and education sectors, including bartending and teaching roles. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides a range of financial planning and investment management services through a combination of in-house and external strategists, emphasizing client-approved, non-discretionary relationships alongside selective discretionary management.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors holding a PFS™ designation and several securities licenses, including Series 63, Series 65, and Series 66. He has five years of industry experience and has worked at several firms, including Citizens Securities Inc., Pruco Securities LLC, and Avantax Investment Services. Mensah also owns and directs Tax Express Group, a tax preparation business he has operated since 1999. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

Mikayla Michienzi is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Morgan Stanley Private Bank and Schneider Associates. Outside of her advisory work, she is involved with CorePower Yoga in Boston, supporting studio operations. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment and retirement services through both discretionary and non-discretionary strategies. The firm combines asset management, consulting, and financial planning with custody of client assets and a mix of fee-based and commission-based programs.

Mark Panarese is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes longstanding roles within Rockefeller-affiliated firms, dating back to 2004. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a distinctive structure that includes a lending marketplace and third-party promoter network.

Kenneth Connors is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Bank. Connors has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with third-party platform arrangements and AI-enabled research tools.