Curtis Browne is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services LLC, John Hancock, and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, often providing non-discretionary recommendations that require client approval.

Lindsay Hellmuth is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is currently with Commonwealth Financial Network and T.A. Holland & Co, having previously worked at Cetera Advisor Networks. Her outside business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Kole Kelly is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Voya Financial Advisors, Inc. in Boston, having previously worked at Manulife John Hancock Brokerage Services, John Hancock, and Eaton Vance. Prior to his financial career, he was affiliated with Oakley Country Club for nine years. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary client relationships.

John Akoury is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked with these firms since 2014 and holds a Series 66 license. Outside of his primary advisory roles, he is involved in offering insurance products apart from those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies and offers a hybrid digital advisory solution called VestWise™.

Mackenzie Howe is a financial advisor at Oppenheimer with five years of industry experience and holds a Series 66 designation. Prior to rejoining Oppenheimer in 2025, Howe worked at Morgan Stanley and Boston Partners. Outside of finance, Howe coaches lacrosse with Granite State Elite Lacrosse in Milford, New Hampshire. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Aimee Korch is a financial advisor at Breckinridge Capital Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at Breckinridge since 2018. Prior to that, she was employed by BlackRock Investments, LLC from 2016 to 2018. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kevin Radavich is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLife Securities LLC and New York Life Insurance Company, among other roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management.

John Dorso is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including U.S. Bank, Ameriprise Financial Services, and TD Ameritrade. Outside of his advisory work, he serves as an adjunct professor at Salem State University, teaching courses in accounting and corporate finance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans, Empower Premier IRA holders, and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Callie Maloney is a financial advisor with Oppenheimer in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, she held various roles including at the Babson Center for Global Commerce and the Sewanee Center for Speaking and Listening. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs, including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.

Theresa Bedard is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Lion Street Financial. Mercer Global Advisors serves individuals, families, and institutions by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offers specialized services such as retirement plan consulting and charitable advisory.

Robert Capone Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He previously worked at Stifel for 14 years before joining Commonwealth and founding Engineered Wealth Solutions, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Nicholas Fortier is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at Twelve Points Wealth Management and Bowdoin College, as well as work in the public school system in Winchester. Voya Financial Advisors, Inc. 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 provides financial planning, portfolio management, and consulting through multiple program structures, with a focus on recommendation-based, non-discretionary advice.

Joseph Casale is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at Fidelity Investments and Luttner Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary recommendations.

William Rourke is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments and various other organizations across retail and education sectors. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and access to third-party money managers through multiple program structures, often delivering non-discretionary recommendations requiring client approval.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent a decade at Matarin Capital Management. Cerity Partners is an SEC-registered investment adviser serving a broad 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, with a focus on diversified asset allocation and customized portfolios.

Patrick Pirone is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of advising, he owns Residual Concepts, LLC, a company involved in software leasing. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Samuel Perry is a CFA® charterholder with over 50 years of experience in the financial industry. He currently serves at Corient and has held positions at Eaton Vance WaterOak Advisors and CIPW Service Company. Outside of his advisory work, he is a trustee of King’s Chapel, one of the oldest Anglican churches in New England, and serves on the investment committee for the New Hampshire Society of the Cincinnati, which promotes education about the American Revolution. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and monitors portfolios continuously using risk management tools and stress testing.

Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC based in Boston, MA, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes roles at TD Bank N.A., Fisher Investments, Charles Schwab, TD Ameritrade, and Voya Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Richard Held is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.