Jason Bertsch is a CFP® professional with 27 years of experience in the financial industry. He is currently with NewEdge Advisors, where he has worked since 2026, following a 14-year tenure at TIAA and TIAA-CREF. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence, technology integration, and a variety of program structures.

Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held positions in education and various clubs in the Boston area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools and provides services primarily on a non-discretionary basis, with some discretionary management options.

Jordan Morris is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at Longtide Financial Partners, UBS Financial Services, and Darrow Wealth Management. Outside of his advisory work, he is involved in the restaurant industry as a bartender at Gustazo Cuban Kitchen & Bar in Waltham, MA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Stephen Petersen is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

John Walsh is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments, State Street, and Brown & Brown. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements and model allocations, combining in-house and external strategies along with technology-enabled tools to implement recommendations through primarily non-discretionary client relationships.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family trust. 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 discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments for three years. Outside of his advisory role, he serves as a flag referee for the Town of Plymouth and also works as a food delivery driver for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides 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, model portfolios, and technology-enabled tools to implement investment recommendations through mostly non-discretionary client relationships.

Shakeeb Syed is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Syed’s background includes roles at Merrill Lynch, Avantax Wealth Management, and CITIZENS Bank. He is also involved with Helping Hands Community Partners and operates in tax preparation and real estate brokerage through his own LLC and other business activities. Transamerica Financial Advisors serves a diverse client base, offering a range of advisory and broker-dealer services including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser with approximately $2.1 billion in assets under management as of the end of 2025.

Matthew Antonellis is a CFP® professional with nine years of industry experience, currently serving as a private wealth advisor at Integrated Wealth Concepts LLC. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2026. Antonellis also manages an advisory business through Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been with Commonwealth since 1994 and previously spent 21 years at Beacon Investment Management, where he was managing partner and owner of a private securities business. He also serves as a co-trustee for a long-term friend in a non-investment-related capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ethan Howe is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, in-house and outside strategists, and technology-enabled tools to implement investment recommendations, primarily through non-discretionary client relationships.

Thomas Vesey is a financial advisor with Commonwealth Financial Network based in Canton, MA, holding eight years of industry experience. He has operated Thomas Vesey Consulting since 2015. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, retirement consulting, and custody services.

Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. 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 broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Hannah Aronowitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at TD Bank N.A. since 2008, transitioning to TD Private Client Wealth in 2023. Outside of her advisory role, she serves as secretary for a used auto sales and service business and is a part owner of a two-family investment property. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation across affiliated and third-party managers and offers portfolio management, financial planning, and custody services.

Gavin Symington is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has two years of industry experience, including prior roles at Fidelity Investments. Outside of finance, he works as an independent contractor marketing events for Whalers Brewing Company. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisors.

Juan Falcon is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at multiple firms, including StoneX Securities Inc, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory work, he has experience with Boston College and entrepreneurial ventures such as One Call Junk Haul and Plantas Tropicales. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and unified managed accounts, utilizing a combination of in-house and third-party strategies with a focus on both discretionary and non-discretionary client relationships.

Steven Perlman is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 12 years at Raymond James & Associates. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporations, and municipal clients, offering financial planning, brokerage services, and managed account programs.

David Varela is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates from 2006 to 2017 before joining Janney in 2017. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.