Anthony Lischio is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at The Colony Group, Putnam Investments, and BNY Mellon. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with diversified portfolio strategies and offers integrated wealth and financial services through an extensive network of affiliated service companies.

Nicholas Souza is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in boating licensing and training as a partner at Boatwise LLC, where he manages social media marketing and website design. Voya Financial Advisors serves a range of clients, including individuals, retirement plans, and charitable and corporate entities, offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes model portfolios, affiliated strategies, and third-party managers, with a large portion of assets managed on a non-discretionary basis.

Ryan Vallee is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Voya Financial Advisors since 2016. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led investment programs, combining model portfolios and manager-driven strategies, and operates both discretionary and non-discretionary advisory services alongside an active broker-dealer distribution model.

Robert Pearl is a CFP® and Series 66 professional with two years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held positions at Ameriprise, Aptiv, Bowdoin College, and Dexter Southfield. Outside of his primary role, he serves as an Associate Financial Advisor at Ironsides Operational Support LLC. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term focus complemented by shorter-term adjustments.

Timothy Mc Coole is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for five years and State Street for ten years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Kyle Meek is a financial advisor at First Citizens Investor Services, Inc. based in Boston, MA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, TD Bank, and Bank of America. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and institutional clients. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services.

Dylan Kehoe is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Fidelity Investments, Putnam Investments, and Tegra Medical. Voya Financial Advisors, Inc. serves a range of clients including individuals, employer-sponsored retirement plans, and charitable and corporate entities. The firm offers financial planning, portfolio management through various account programs, and product distribution, delivering advice primarily on a non-discretionary basis with a mix of affiliated and third-party strategies.

Rachel Richwine is a financial advisor with Oppenheimer in Boston, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Oppenheimer since 2003. She currently holds a Massachusetts real estate salesperson license, though it is not in active use. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Julia Cormican is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Boston, MA. She has recently begun her career in the financial industry, joining Wealth Enhancement Advisory Services in 2025 after roles at the Wealth Enhancement Group and Brown Brothers Harriman. Outside of her financial career, she has been involved with Fontbonne Academy since 2015. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process includes diversified, risk-class based allocations combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Burt Freedman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as Vice President of Linas Hazadek Beth Israel Cemetery Corp., a nonprofit religious organization. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation alongside various investment vehicles, and acts as a qualified custodian with distinct features like commission-based advisory programs and non-discretionary asset management.

Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine years at Raymond James & Associates. Janney Montgomery Scott LLC 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and various advisory programs.

David Mc Cabe is a financial advisor with Corient, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors. He also serves as an individual trustee for a client of Corient. 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 that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Brad Bestgen is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Commonwealth since 2008 and operates Bestgen Wealth Management, LLC, which he founded in 2014. Outside of advisory work, he is involved in Medicare product referrals through a business called E Health. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Janine Beal is a financial advisor with Empower Advisory Group in Scituate, MA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for nine years before joining Empower Retirement in 2020. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions through Empower’s recordkeeping and administrative platforms.

John Ligget IV is a financial advisor at Corient in Boston, MA, holding a Series 65 designation with five years of industry experience. He previously worked at Penobscot Investment Management Company, Inc. and BNY Mellon (Pershing LLC). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Elizabeth Bivings is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has been involved with Artemis Financial Advisors LLC since 2007, where she continues to assist in transitioning the advisory business following an acquisition. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven, asset allocation approach utilizing both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Andrew Graham is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs featuring model portfolios and manager-driven strategies, combining an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Dylan Chandler is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of financial services, he has experience in manufacturing and party rental businesses. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm utilizes model portfolios, affiliated and third-party strategies, and provides advice primarily on a non-discretionary basis.

Jessica Soucia is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and five years of industry experience. She previously worked at Bestgen Wealth Management for nine years and Rockefeller & Co for seven years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various discretionary model portfolios and program structures designed to support affiliated advisors in managing retail and institutional client assets.