Parker Walsh is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. His prior roles include positions at Sustainable Leaders Investment Management, Arrowside Capital, and LIQUIDSports. He also has a background that includes academic work at the University of Richmond and teaching at Dover Sherborn High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Shawn Jennings is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA, with 19 years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Savant Wealth Management, TIAA-CREF, and Charles Schwab. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing 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 and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Jason Skolnick is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments and FIRST NATIONAL Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolio management alongside tax services, family office support, and employer financial-wellness tools, integrating in-house research with third-party managers and a wide range of investment strategies.

Dillon Wright is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Bank of America prior to joining Voya Financial Advisors in 2025. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, 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 provide investment solutions primarily managed on a non-discretionary basis.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

Nicholas Mihopoulos is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he held positions at Fidelity Investments, Floyd Advisory, The Country Club, Stop and Shop, and UMass Dining. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan and IRA advisory services, and more to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, operating primarily through non-discretionary client relationships.

Alec Bedard is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has four years of industry experience, including prior roles at GWFS Equities, Inc. and Designer Advantage. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, plans, and organizations. The firm integrates in-house and external strategists, model portfolios, and technology tools to manage client assets, primarily through non-discretionary arrangements.

Matthew Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Darmody, Merlino & Co., LLP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem to offer integrated financial services and advanced research tools.

Harry Margolis is a financial advisor with Commonwealth Financial Network in Wellesley, MA, holding 13 years of industry experience. He has been involved with Margolis and Bloom, LLP since 1987 and Elder Law New Inc. since 2000. Outside of financial advising, he is engaged in insurance sales through 535 Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.

Allison Gaines is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Gaines Deluca CPA LLC, a CPA firm. Her prior work includes four years at Samet & Company PC and four years at Blum Shapiro & Company PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

Caitlyn Frament is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Morgan Stanley. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing a primarily long-term approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Yoon Hi King is a financial advisor with Guardian Life and holds a Series 66 designation. She has five years of industry experience, including roles at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she serves as co-trustee of the Andrew D. King Trust. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Rachel Zibrak is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She has previously worked at The Colony Group, LLC, Derby And Company, Inc., Rinet Company, LLC, and New England Private Wealth Advisors, LLC. Focus Partners 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, third-party managers, and private funds within an enhanced open architecture framework.

Jacob Hall is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year and has diverse experience including roles in construction, education, and legal sectors. 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 employs a combination of in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client relationships.

Madison Burr is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Voya, Madison worked at Fidelity Investments and has diverse experience in service and hospitality sectors. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to support both discretionary and non-discretionary account management.

Stephen Stelljes is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for 13 years at The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Raymond Coscia is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with various Voya affiliates since 2014. Coscia is also a Notary Public in the Commonwealth of Massachusetts. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a blend of in-house and external strategies, combining technology-enabled tools with model portfolios and both discretionary and non-discretionary account management.

Damien Autissier is a financial advisor with Money Concepts Capital Corp and holds a Series 65 designation. He has worked in the financial industry since 2023, including roles at Rise North Capital and Foundations Investment Advisors, LLC. Outside of advisory work, he is involved in insurance sales, assisting clients with retirement plan questions and insurance policy education. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs supported by third-party managers and service providers.