Michael Powers is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and access to third-party money managers, delivering advice through Investment Adviser Representatives using model portfolios and both affiliated and third-party strategies.

Andrew Svonovec is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Movement Mortgage and Driven Brands, as well as teaching experience at North Carolina State University and local schools. Voya Financial Advisors, Inc. serves a variety of clients including individuals, employer-sponsored retirement plans, and charitable and corporate entities. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution, utilizing both affiliated and third-party strategies.

Michael O'Brien is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the Series 63, Series 65, and Series 66 securities licenses and has worked previously at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of his advisory role, he is a co-manager of OWL Sanitation, LLC, a business providing trash barrel sanitation services in Boston. Cerity Partners offers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs across a variety of investment vehicles.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at The Colony Group, LLC and Cantella & Company Inc. from 2017 to 2025, with additional experience at Commonwealth Financial Network and Clark University Graduate School of Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, charitable organizations, and institutional investors, with an investment approach that combines proprietary quantitative screens and third-party managers alongside direct securities.

Susan Plunkett is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of managed account options and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Daniel Desmarais is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Voya Financial Advisors, he worked at Fidelity Investments. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage and insurance product distribution. The firm uses model portfolios, affiliated and third-party strategies, and delivers advice primarily on a non-discretionary basis.

Dylan Lemis is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA with three years of industry experience. He holds a Series 66 designation and previously worked at Sentinel Group and Equitable Advisors, LLC. Outside of finance, he has worked as a server and bartender at The Hourly Oyster House. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm combines adviser-managed and model portfolios with a mix of affiliated and third-party investment strategies.

Andrew Barton is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held roles outside the financial sector, including positions at Crystal Lake Golf Club and Blue Hill Country Club. Voya Financial Advisors, Inc. serves individual clients ranging from non-high-net-worth to high-net-worth, as well as employer-sponsored retirement plans and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage services, delivering advice through a mix of model portfolios, affiliated strategies, and third-party managers.

Robert Devinney is a CFP® professional with 12 years of industry experience, currently advising at Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Prio Wealth LP for five years and Fidelity Investments for three years. He holds Series 66 and Series 63 licenses. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Bethany Coughlin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with VOYA Financial Advisors since 2015 and has also been self-employed since 2013. Outside of her advisory work, she serves as a team manager for Milton Youth Hockey, assisting with schedules, communications, and tournaments. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary accounts.

George James is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 credential and has one year of industry experience, including a prior role at Fidelity Investments. His background includes working in the restaurant and energy sectors as well as various educational institutions. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm combines advisory and broker-dealer activity, utilizing model portfolios, affiliated strategies, and third-party managers to deliver both discretionary and predominantly non-discretionary investment solutions.

John Cheney is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked primarily at Goldman Sachs & Co LLC since 2021, with prior roles including positions at Siena College and Strategic Solutions Healthcare Management Consultants. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, integrating services across its affiliated entities within a large financial group.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at TD Private Client Wealth LLC, TD Bank, Citizens Bank, and other financial institutions. Outside of his advisory role, he serves as a worship leader at Calvary Baptist Church, where he organizes and performs weekly music for the congregation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, servicing over 127,000 clients with a focus on standardized model and platform services.

Cormac Hayes is a financial advisor at Voya Financial Advisors, Inc. 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 and has held positions in various service roles including at Green Valley Country Club and Sakonnet Golf Club. Voya Financial Advisors, Inc. serves individual clients across wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and UMA programs, and access to third-party money managers, delivering advice via Investment Adviser Representatives using model portfolios and affiliated strategies.

Bridget Holbrook is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Pedro Henrique Tameirao is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he worked at Eaton Vance Distributors, Inc., and he has also been involved with Burnham's Catering for several years. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various programs, third-party money manager access, and brokerage and insurance products.

Fraser Mc Lean is a CFP® and CFA® with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously worked at North American Management Corp. for 10 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Matthew Carron is a CFP® professional with 20 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 19 years at Heritage Financial Services. He holds the Series 63 designation and is based in Rockland, MA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.