Ralph Crovo is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. He serves as trustee to the Lorraine O. Crovo Testamentary Trust, managing the settlement of his father's estate. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with both discretionary and non-discretionary investment management programs.

Weicheng Feng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Transamerica, Feng worked at Information Resources, Inc. from 2021 to 2024 and has had a longstanding association with World Financial Group, Inc. since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, serving clients through both discretionary and non-discretionary programs.

Lauryn Doyle is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2014. Outside of her advisory role, she works as an independent consultant for Rodan + Fields. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Daniel Simidian is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2011. Based in Boston, MA, he has worked exclusively for Citigroup during the past 15 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ashley Plante is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, The Patriot Financial Group, Securities America, and Merrill. Prior to entering financial services, she held roles outside the industry including positions at Luigi's Restaurant and Brewed Awakenings. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach.

Ziqin Zhou is a Series 66-licensed financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. Zhou has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors provides 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, offering both discretionary and predominantly non-discretionary programs.

Tyler Ash is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. He has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2017 and previously was employed at Hitachi Consulting Corporation from 2015 to 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

George Saltonstall is a CFA® charterholder with 44 years of industry experience and currently serves at Corient. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors, Inc. He is also involved as a limited partner and advisor at S & Co., LLP, a family office, where he provides trustee services. Corient offers 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 utilizes a goals-based, team approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Christopher Cusolito is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has approximately one year of industry experience. His background includes roles at Capitol Securities Management, Duke University, and various educational and recreational organizations prior to joining Voya. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients through financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios and third-party strategists, offering primarily non-discretionary advisory services alongside commission-based product sales through its broker-dealer platform.

Philip Jameson is a financial advisor at Focus Partners Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Jameson serves on the Investment Committee for the Clergy Health and Retirement Trust and is a member of the Town of Wellesley Advisory Committee, where he reviews local issues and makes recommendations to Town Meeting Members. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and separate account managers.

Grace Clark is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, she held positions at Fidelity Investments, JEF Associates, Janney Montgomery Scott, and had roles outside the financial sector including work with UNH Admissions and various hospitality establishments. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, delivering advice primarily on a non-discretionary basis using model portfolios and both affiliated and third-party strategies.

Izabella Kacprzyk is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers. The firm conducts a significant portion of its advisory business on a non-discretionary basis and integrates broker-dealer activities within its service model.

Daniel Cotton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Pinnacle Private Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Sylvia Kombouras is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 credentials and has 12 years of industry experience. Her prior work includes roles at Citizens Bank, Bank of America, Merrill, Equitable Advisors, AXA Advisors, and Fidelity. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

Joanna Thompson is a Series 66 licensed financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory work, she engages in clothing resale through online platforms such as ThredUp and Poshmark. 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 wide range of clients including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and advisory programs.

Brandon Intrater is a financial advisor at Corient in Boston, MA, holding a Series 65 designation and with 17 years of industry experience. He previously worked at Vivaldi Capital Management for nine years and Long Term Solutions, LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Kamryn Person is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held positions at Citizens Bank, Fifth Third Bank, and Bank of America. Outside of finance, Kamryn has been self-employed as a professional singer and band leader since 2007 and performs regularly at Off The Rails, a concert venue and restaurant. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, supporting clients with financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

John Bevilacqua is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 51 years of industry experience. He has been associated with Capital Management Partners, LLC since 1996 and Commonwealth Equity Services, Inc. since 1990. Bevilacqua serves as a trustee on real estate trusts and is president and owner of a private entity, Bfa Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Philip Proulx is a financial advisor with Money Concepts Capital Corp in North Chelmsford, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Money Concepts Capital Corp since 2011 and owns Proulx Family Financial, a tax preparation and bookkeeping business. Outside of his advisory role, he is involved with CodyQ, LLC, a consulting services firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory in its investment approach.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.