Kevin Connors is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and 6 years at Ameriprise Financial Services, LLC. He co-owns Ironsides Operational Support LLC, a legal entity used for practice management, where he assists with management and strategic decisions. Integrated Wealth Concepts LLC 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, consulting, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management with a long-term investment approach.

Matthew Gordon is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies and offers a range of financial and fiduciary services, including portfolio management, tax compliance, and family office support.

Alexandra Rooney is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at GWFS Equities, Inc. for five years before joining her current firm. Outside of her advisory role, she has experience in promotional activities through her work with Dope Promotions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and annual portfolio rebalancing, operating within the framework set by plan sponsors.

Vincent Vicidomini is a financial advisor at Mesirow Financial Investment Management, Inc. with 21 years of industry experience. He has been with Mesirow Financial since 2014 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm integrates proprietary private investment products with third-party managers, employs quantitative and qualitative due diligence, and offers access to affiliated feeder funds investing in institutional real estate and private equity.

Brian Kessel is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments and the Rhode Island Executive Office of Commerce. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures with a focus on non-discretionary, recommendation-based advice.

Shawn Hayward is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds the CFP® and ChFC® designations and has 17 years of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at firms including Savvy, Sequoia Financial Group, Edward Jones, The Vanguard Group, Bank of America, Merrill Lynch, and Scottrade. Voya Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, including Unified Managed Account wrap programs and third-party money manager access. The firm emphasizes recommendation-based, non-discretionary advisory relationships alongside its broker-dealer activities.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio strategies.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

Rafael Okon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. He has also been involved with educational institutions such as Salem State University and Marblehead High School. Voya Financial Advisors serves a broad range of individual and institutional clients, offering services including financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily delivers non-discretionary recommendations requiring client approval.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in energy and transportation sectors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a variety of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Luke Shapiro is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior work at Fidelity Investments. Voya Financial Advisors serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, focusing primarily on recommendation-based, non-discretionary asset management.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. Her background includes various roles in nonprofit and public sector organizations as well as involvement with the Intergenerational Literacy Program. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside several affiliated investment and retirement offerings.

Cole Deletti is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including consulting and the restaurant industry. His background includes involvement with Greek House/University Tees and several dining establishments. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates as both an SEC-registered investment adviser and broker-dealer with multiple affiliated programs.

Kyle Mortimer is a Series 65-licensed financial advisor with Money Concepts Capital Corp, based in Braintree, MA, and has two years of industry experience. He has held roles at multiple firms including Foundations Investment Advisors and Rise North Capital. Outside of advisory work, Mortimer serves as an ambassador for MyDebtNavigator, assisting individuals with student loan forgiveness and debt consolidation. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, supported by third-party managers and technology platforms, and offers services integrated with its broker-dealer and insurance operations.

John Coutu is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with four years of industry experience. He previously worked at Fidelity Investments and has held various positions including roles at the City of Cranston Parks and Recreation Department and the University of Rhode Island. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a preference for non-discretionary, recommendation-based client relationships.

Christopher Goolgasian is a CFA® charterholder based in Boston, MA, currently with Breckinridge Capital Advisors Inc. He has over a decade of prior experience at Wellington Management Company and has been affiliated with Bryant University since 2005. His current tenure at Breckinridge began in 2026. Breckinridge Capital Advisors manages over $54 billion in fixed income and equity strategies for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation and proprietary management systems.

Ellen Duffy is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC. She also provides investment advice through Parkway Wealth Management, a business name she uses within the firm. Ms. Duffy has served on the Parkway YMCA Board of Directors since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

Nathan Swift is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience developing a social media application through his involvement with uReVu, a social media network. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations rather than discretionary management.