Leo Pandolfi is a financial advisor with Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has been with Cerity Partners since 2025. Prior to this, he held roles including self-employment and work with the Fulbright Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base ranging from individuals and families to institutions and foundations. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Griffin Knowlton is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Inc. for 12 years before joining Rockefeller Financial in 2021. 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, and operates as a registered broker-dealer offering placement and investment banking services alongside its investment management capabilities.

Kristopher Tedeschi is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tedeschi serves as a trustee for a business partner outside of his advisory role. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers within its dual registration as a registered investment adviser and broker-dealer.

Maura Flaherty is a CPA with nine years of experience as a financial advisor at Commonwealth Financial Network and over 25 years in accounting. She is based in Marblehead, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports nearly 2,900 advisors nationwide and manages approximately $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Connor O'Toole is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Voya Financial Advisors, he worked at Fidelity Investments for three years. Outside of his advisory role, O’Toole is involved in the hospitality sector as a bartender at O’Tooles Pub. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, wrap programs, and consulting through various program structures, often delivering non-discretionary recommendations.

Laura Mchugo is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at The AYCO Company, L.P./Mercer Allied and John Hancock. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Seamus Mc Grath is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years. Outside of his advisory role, he works as a bartender at Providence Burger Bar. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures primarily focused on non-discretionary advice.

Jed Kelly is a financial advisor with Oppenheimer in Boston, MA, holding a Series 63 designation and 15 years of industry experience. He has been with Oppenheimer since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Cigdem Sonmez is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has been with TIAA and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm combines point-in-time planning with ongoing discretionary portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Anthony Gasbarro is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years and is also involved with Gasbarro Fitness, a business he operates. VOYA Financial Advisors serves individual and institutional clients, providing financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm offers advice primarily through recommendation-based, non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.

Patrick Evers is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with two years of industry experience. He previously worked at Fidelity Investments for two years before joining Voya. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice delivered through multiple program structures.

Emily Lynch is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Lynch is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Thomas Stephens is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Trinity, and Ameritas Life Insurance Corp. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based advice with a large portion of assets held in non-discretionary arrangements.

Jeanne Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2026 and previously founded and operated Financially In Tune, LLC for 15 years. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private assets.

William Marshall is a financial advisor at Oppenheimer with a Series 66 designation and experience starting in 2025. His career includes roles at Oppenheimer, Antonio's, Corrigan Financial, and positions in education and food service prior to entering the financial industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.

Andrew Breare is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures with an emphasis on non-discretionary, recommendation-based advice.

Amy Pasquarelli is a financial advisor with Osaic Institutions, Inc. and holds Series 63 and Series 65 designations. She has 13 years of industry experience, including roles at Brookline Bank, LPL Financial, Peoples United Advisors, and People’s Securities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party manager relationships.

Jeffrey Boyer is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding 14 years of industry experience. He has been associated with Boyer & Company PC since 1992. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.