Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Judith Cranna is a CFA® charterholder based in Boston, MA, with four years of industry experience. She currently serves at Corient and has prior experience with Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach incorporating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Riley Linden is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Voya, Riley worked at Fidelity Investments and has a background that includes roles outside the financial industry. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm utilizes a combination of in-house and external strategists with technology-enabled tools, offering both discretionary and non-discretionary management through a broad product shelf.

Audrey Binder is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and has academic experience at Northeastern University and the London School of Economics & Political Science. Outside of finance, she has been involved in the food service industry through roles at Steak & Whisky and Paciugo Gelato. Oppenheimer is a registered investment adviser and broker-dealer serving a broad client base, including individuals, corporations, and charitable organizations. The firm offers a wide range of advisory and consulting services across equity, balanced, and fixed-income portfolios, managing both discretionary and non-discretionary accounts while maintaining custody of client assets.

David Kaminski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, providing tailored wealth management solutions within a large integrated financial group.

Christopher Hemhauser is a financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foreside Fund Services, PanAgora Asset Management, Massachusetts Crease LLC, and State Street Bank & Trust Company. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment outlooks with fundamental research and rules-based models, employing tax-aware techniques and proprietary portfolio management systems.

Samuel Afari Aikins is a CFP® professional at Cerity Partners LLC with nine years of industry experience. He previously worked at Daintree Advisors LLC for eight years before joining Cerity Partners in 2022. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Brendan Gaffney is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldman Sachs & Co. since 2016. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jack Oricoli is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Voya Financial Advisors, Inc., having joined the firm in 2026 following six years at M1 Finance. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists along with technology-enabled tools to provide a range of non-discretionary and discretionary investment management programs.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has prior experience with Focus Partners Wealth, LPL Financial, and various roles outside the financial industry. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

David Santoro is a CFP® with 18 years of industry experience, currently practicing at Commonwealth Financial Network and leading Santoro Financial Planning Group since 2020. His prior roles include positions at MCB Financial Services and Eagle Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Jack Heintzelman is a financial advisor with Commonwealth Financial Network based in Needham, MA. He holds the CFP® designation and has eight years of industry experience. His prior work includes roles at Boston Wealth Strategies, Mass Mutual, and UBS Financial. He is a board member and co-owner of Liberty Cedar, Inc., a retail lumber company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Tyler Santilli is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. Before joining Voya, he worked at Fidelity Investments for four years. Outside of his advisory work, he has experience with community organizations, including the Old's Irish Social Club and the North Kingston Chamber of Commerce. 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 employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver investment advice, operating largely on a non-discretionary basis with some discretionary management options.

Charles Murphy III is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been president of Charles F. Murphy, Inc. since 2006, which also operates The Murphy Insurance Group offering property, casualty, and medical insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice-management services.

Sarah Morey is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2023, she worked at Case in Point Inc. and has experience in both the public and private sectors, including roles at Saint Anselm College, Natick & Framingham District Court, and the Massachusetts State House. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Carson Mccusker is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer, he worked at OSAIC and SagePoint Financial, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary advisory services, including portfolio management, consulting, and retirement planning, with an emphasis on strategic asset allocation and ongoing portfolio review.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Thomas Licciardello is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent over 30 years at Compass Securities Corporation. Licciardello has operated Licciardello Financial Services since 1998 as a principal. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm provides customized financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Brian Regan is a CFA® charterholder with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2024. Prior to that, he worked at Asset Management Resources, LLC and Winter Harbor, LLC. Outside of his advisory work, he manages a rental property in Wellfleet, MA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Tyler Murphy is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Monument Group Wealth Advisors, LLC from 2014 to 2017. Murphy has been with Focus Partners since 2017. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and specialized tools such as trend-following and options overlays.