Leo Pandolfi is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior experience including roles at the Fulbright Association and self-employment. Pandolfi’s background also includes four years at Boston College and earlier positions in education and hospitality. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

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, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in both the financial services and hospitality sectors. He also works as a bartender at O'Tooles Pub and is a fixed insurance agent. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver customized investment solutions primarily through a large network of investment adviser representatives.

Laura Mchugo is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The AYCO Company, L.P./Mercer Allied and John Hancock. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by integrated teams and proprietary analytical tools, leveraging the broader Goldman Sachs network to provide access to specialized wealth programs and alternative investments.

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 before joining VOYA. Outside of advising, he works as a bartender at Providence Burger Bar. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm uses a combination of in-house and external strategists, technology tools, and model portfolios to manage primarily non-discretionary client relationships.

Kurt Schaefer is a financial advisor at TD Private Client Wealth LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Horace Mann Investors, Mass Mutual Investors Services, Metlife Securities, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody services through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

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 at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 registrations with two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has entrepreneurial experience running Gasbarro Fitness. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to implement client strategies, delivering both non-discretionary and discretionary management options.

Patrick Evers is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments. Voya Financial Advisors is an enterprise-scale firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver customized investment solutions, primarily through non-discretionary client relationships.

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., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Trinity, Ameritas Life Insurance Corp, Financial Resource Partners, and Ameritas Investment Corp. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to implement client recommendations, operating primarily through non-discretionary accounts with some discretionary management options.

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 with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked for Fidelity Investments from 2024 to 2026. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of in-house and external strategists, technology-enabled tools, and a broad network of investment advisers.

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.