Shawn Hayward is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding CFP® and ChFC® designations with 17 years of industry experience. His career includes roles at firms such as Savvy, Sequoia Financial Group, Edward Jones, The Vanguard Group, Bank of America, Merrill Lynch, and Scottrade. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services through a combination of affiliated and third-party strategies. The firm operates as both an SEC-registered investment adviser and broker-dealer, managing a majority of assets on a non-discretionary basis while also providing commission-based product sales.

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., holding a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. He has also worked in educational and workforce development roles at Salem State University, Marblehead High School, Visioneer Academy, and MassHire North Shore. 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 delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary programs, and operates within an extensive affiliate ecosystem alongside custodial and clearing relationships.

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 at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. serves individual clients across a range of wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage and insurance products, delivering advice through Investment Adviser Representatives using a combination of model portfolios, affiliated strategies, and third-party managers.

Tammy Dong is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 65 licenses and has one year of industry experience, including prior work at Fidelity Investments. Her background includes involvement with various organizations such as the National League of Cities and the Intergenerational Literacy Program. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and corporate and charitable clients, offering financial planning, portfolio management, and brokerage services. The firm employs a mix of model portfolios, affiliated strategies, and third-party options, with a focus on non-discretionary management and commission-based product sales through its dual advisory and broker-dealer registration.

Cole Deletti is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has a background that includes roles in real estate consulting and the food service industry. Voya Financial Advisors serves individual, retirement plan, and charitable clients by providing financial planning, portfolio management through wrap and unified managed accounts, and access to third-party money managers. The firm combines advisory and brokerage services, offering model portfolios and affiliated investment strategies.

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 with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments from 2021 to 2026. 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 model portfolios, affiliated strategies, and third-party managers.

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.

Nathan Swift is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has a background that includes roles at 9th Gear Technologies and Providence College. Outside of his advisory work, he is involved in developing a social media network centered on a social media application. Voya Financial Advisors, Inc. serves individual and institutional clients, including both non-high-net-worth and high-net-worth individuals, employer-sponsored retirement plans, and charitable organizations. The firm offers financial planning, portfolio management through various programs, third-party money manager access, and brokerage and insurance product distribution, operating with a mix of advisory and broker-dealer services.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Naji Karam is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior roles include positions at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he has experience managing a property-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a variety of discretionary and non-discretionary advisory models and combines proprietary and third-party strategies.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Logan Ryan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and Ayco. Goldman Sachs Wealth Services offers 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 variety of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Kelley is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

John Medeiros is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Uber Technologies Inc. and various community and nonprofit organizations. Medeiros serves on the Pastoral Council at St. Stanislaus Parish and is a board member for the City of Fall River Port Authority and Housing Authority, as well as a member of the local advisory council for the Coalition for Health Equity & Early Development. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of model portfolios and access to third-party money managers, delivering discretionary and non-discretionary investment programs.