Jon Paul Karpf is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at LPL Financial and the University of Rhode Island. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory. The firm uses a combination of in-house and external strategists and technology tools to support mostly non-discretionary client relationships across a broad network of advisers.

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 the Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2023, following previous roles at Henry V. Rabouin Inc. and Raymond James & Associates. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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 Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors in Boston, MA. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He also engages in offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Mark Gravina is a CFP® professional with five years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. He has worked at several firms including The Colony Group, LLC and Hightower. Gravina is based in Boston, MA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pensions, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management solutions.

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 and holds the Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Edward Jones, Pruco Securities/Prudential, and New York Life Insurance Company. Judkins has also been involved with McAdam LLC, an RIA firm, where he provided financial advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.

Owen Campeau is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments and Enterprise Holdings, as well as positions outside finance such as with The Bartending Service of New England and Roger Williams University. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, high-net-worth clients, retirement plans, and organizations through financial planning, portfolio management, and advisory services. The firm offers a range of investment products and utilizes a combination of model portfolios, outside strategists, and technology tools to implement client recommendations, often operating with non-discretionary accounts.

Bernard Mensah is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds the PFS™ designation and securities licenses Series 63, 65, and 66. Prior to joining Transamerica, he worked at multiple firms including Citizens Securities Inc., Pruco Securities LLC, and Avantax Investment Services Inc. He is also the owner and director of Tax Express Group, a tax preparation business he has operated since 1999. Transamerica Financial Advisors serves a broad client base ranging from individual investors to charitable organizations and corporations. The firm offers both advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and registered investment adviser.

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 at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, combining discretionary and non-discretionary management with oversight from dedicated research and advisory teams.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Voya, she held roles at Fidelity Investments and various businesses outside finance. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services with a focus on investment policy statements and model allocations, combining both in-house and external strategists supported by technology-enabled tools.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also operates McGuire and Wright Financial Group LLC, which sells New York Life products and services, and serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and mainly manages assets on a non-discretionary basis, working with both individual and institutional clients.

Lisa Prezzano is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Empower, Kronos, ADP, and AARP Financial. 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 combines in-house and external strategists with technology-enabled tools to deliver financial planning, portfolio management, and retirement services through a large network of advisers.