Rafael Okon is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to support both discretionary and non-discretionary client 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 Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. He has been with Focus Partners since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Luke Shapiro is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments and holds Series 63 and Series 66 designations. Voya Financial Advisors is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Tammy Dong 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. She previously worked at Fidelity Investments and has been involved with organizations such as the National League of Cities and Boston University Tele Fund. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Cole Deletti 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. His prior work experience includes roles at Fidelity Investments and several small businesses in the hospitality and lending sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of model portfolios, third-party managers, and technology-enabled tools, operating primarily with client-authorized, non-discretionary account management.

John Coutu is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers, using a combination of in-house and external strategies alongside technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments and 9th Gear Technologies. Outside of his advisory work, he is an officer at uReVu, a social media network focused on application development. Voya Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of advisers, utilizing both discretionary and non-discretionary investment management approaches supported by technology-enabled tools.

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.

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.

Alanna Spada is a CFP® professional at Cerity Partners LLC with six years of industry experience. She previously worked at Prio Wealth LP and BNY Mellon Wealth Management. Based in Boston, MA, her current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Kerri Wilkes is a CFP® professional with over 20 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at TD Bank N.A., Gregory Telge, and Northwestern Mutual Investment Management. 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, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kayleigh Harris is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. She has worked at Cerity Partners since 2022 and previously held positions at Evofem Biosciences and Rippling. Prior to entering the financial industry, she spent four years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative tools, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Adam Hershman is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Securities Inc. He has also worked in diverse fields such as advanced home care services and the restaurant industry. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, operating primarily on a non-discretionary basis while providing access to both affiliated and unaffiliated investment products.

Daniel O'Neill III is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and SII. 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mark Lapman is a CFA® charterholder with 17 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing pension assets for the Commonwealth of Massachusetts. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.