Jake Amell is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Pioneer Bank, and Bentley University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary management strategies.

Richard Rodeschini is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, New York Life Insurance Co., and New York Private Trust Company. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on personalized advisory relationships and access to alternative and private investments.

William Smiegal is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC in Boston, MA. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a broad range of services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers.

Bela Vonnak is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group in 2026, Vonnak worked at Mutual of America, Sentry, Gardner Resources Consulting, and other firms across various roles since 2016. 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. The firm operates through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jeffrey Feccia is a CFP® professional with eight years of industry experience, currently affiliated with Creative Planning. His prior roles include positions at Morgan Stanley and Eaton Vance Management. Outside of his advisory work, he is the sole proprietor of a holiday-themed agriculture business called Christmas Tree For Me. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure across a broad range of service offerings.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has three years of industry experience, including prior work at GW & Wade LLC and seven years at Square Cafe before entering the financial services field. 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 integrates active and passive strategies along with various specialized offerings.

Christy Turner is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. She has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining &PARTNERS in 2025. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, employing a combination of proprietary models and third-party manager solutions across discretionary and non-discretionary portfolio management.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

David Sullivan is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Ballentine Partners LLC, Citizens Securities, Inc., and Fidelity Brokerage Services LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a broad range of fiduciary, financial counseling, and portfolio management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Kyle Neidhardt is a CFA® charterholder based in Boston, MA, with six years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years with Taylor Wealth Management Partners. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, complemented by integrated tax, accounting, and family office services.

Jacqueline Price is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation. She has worked at Cerity Partners since 2021, with prior experience at Putnam Investments and Grantham Mayo Van Otterloo & Co. Before entering the financial industry, she spent eight years in full-time education. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm employs a tailored asset-allocation approach with proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-market offerings and affiliated service units.

Mark Gudaitis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2008. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to deliver customized portfolio management, financial planning, and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Matthew Almeida is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Mariner and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Citi Private Bank. Almeida is based in Boston, MA. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide discretionary, customized portfolios and also offers integrated tax, accounting, and family office services.

Lisa Cardinal is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at GWFS Equities, Inc. since 2012. Cardinal is also an independent associate of the Framingham State alumni association and serves frequently on one of their committees. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Bryan Woodford is a financial advisor with Commonwealth Financial Network, holding five years of industry experience. He has worked at Commonwealth since 2020 and concurrently operates Woodford Law, PC, a law practice established in 2008. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios and distinct program structures.

Colin Olsen is a CFP® and CFA® at Cerity Partners LLC with experience spanning several roles since 2016, including positions at Wellington Management, Gray Private Wealth, Broadridge Financial Solutions, and BNY Mellon Asset Management. He joined Cerity Partners in 2026. Cerity Partners provides customized wealth management and related services to a wide range of clients, including individuals, families, trusts, business entities, charitable organizations, 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.

Hao Lu is a financial advisor with Transamerica Financial Advisors in Braintree, MA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also manages a separate business entity for expense tracking. In addition to his advisory work, he is involved in the management of rental properties. Transamerica Financial Advisors serves a diverse client base with a range of advisory and brokerage services, offering proprietary and third-party model portfolios to both individual and institutional clients.

Patrick Caine is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. Prior to joining Voya in 2025, he worked at Putnam Retail Management for 10 years. Outside of his advisory role, he owns and operates Somerville Collectibles, a business focused on buying and selling sports cards. 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 adviser-led programs featuring model portfolios and manager-driven sleeves, combining advisory services with an active broker-dealer distribution model and a broad affiliate ecosystem.

Michael Daudelin is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allegiance Financial Services, Inc. for 28 years, where he served as president, treasurer, director, and investment adviser representative. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income.

John Switchenko is a CFP® professional with four years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, where he has been employed since 2012. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process involves an internal team and committees to build customized portfolios, utilizing both proprietary and external managers, and offers a range of strategies including options hedging and structured notes.