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 Series 65 credentials 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 the energy sector with Uptime Energy, Inc. Jaden is based in Boston, MA. Cerity Partners advises a diverse client base that includes individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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 two years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments from 2024 to 2026. Voya Financial Advisors, Inc. 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 combines model portfolios with technology-enabled tools and provides both discretionary and non-discretionary management options through a large network of investment adviser representatives.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held roles in diverse organizations including the National League of Cities and the Centre for Socio-Economic Development. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individual, pension, charitable, and corporate clients. The firm uses investment policy statements, model allocations, and technology-enabled tools to deliver financial planning and portfolio management services through a large network of advisors.

Cole Deletti is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 65 and Series 63 credentials with one year of industry experience. His prior work history includes roles at Fidelity Investments and several businesses in the food and real estate sectors. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to both affiliated and unaffiliated investment products. The firm serves individuals, pension plans, charitable organizations, and corporate clients through a large network of advisers, utilizing a combination of in-house and third-party strategies alongside technology-driven tools.

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. 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.

Ellen Duffy is a CFP® professional affiliated with Private Advisor Group, LLC, with 13 years of industry experience. She has worked with Michael A. Schreiber & Associates since 2013 and has been associated with both Private Advisor Group and Parkway Wealth Management LLC since 2020. Duffy serves on the Parkway YMCA Board of Directors, a nonprofit focused on community health and well-being. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Nathan Swift is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Voya, he worked at Fidelity Investments and has experience in both financial services and technology sectors. Outside of his advisory role, Nathan is involved as an officer in developing a social media application. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing investment policy statements, model portfolios, and technology-driven tools to manage primarily non-discretionary client relationships.

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 with Guardian Life and holds a Series 66 credential. He has one year of industry experience and previously worked at MassMutual and MML Investors Services, LLC. Outside of financial services, he has experience managing property through a real estate business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

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.

John Medeiros is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various community and advisory roles, including serving on the pastoral council at St. Stanislaus Parish and on boards for the City of Fall River’s Port Authority and Housing Authority. Medeiros is also a member of the local advisory council for the Coalition for Health Equity & Early Development. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Alanna Spada is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. She previously worked at Prio Wealth LP for five years and BNY Mellon Wealth Management for three years. Cerity Partners advises a broad range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and private market solutions within its investment framework.

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.

Lauren Cosulich is a financial advisor at Corient with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Summit Trail Advisors, LLC, Barclays Capital Inc., and Lehman Brothers Inc. Outside of her advisory role, she serves as secretary for CommunityWalk Inc., a consumer website mapping tool. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Kayleigh Harris is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2022, she held roles at Evofem Biosciences and Rippling, and spent four years in full-time education. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.