David Shnitzer is a CFP® with 21 years of industry experience, currently serving as a managing partner and wealth advisor at Capital Analysts. He previously spent 19 years with Ameriprise Financial Services and holds a founding board member role and treasurer position at Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary mutual fund screening. The firm is affiliated with Lincoln Investment and manages approximately $8.8 billion through a network of several hundred advisors.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP, where she worked for several years across multiple affiliated entities. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services through multiple program structures, with a mix of non-discretionary and commission-based offerings.

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Adam Armstrong is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, and Fisher Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jacob Dickson is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

Jonathan Sullivan is a financial advisor with Guardian Life in Needham, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in an insurance broker group specializing in group medical, dental, disability, and life coverage for small businesses. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management and a hybrid digital advisory solution.

David Tremblay is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Michael Carretta is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 18 years of industry experience, including over two decades with Commonwealth and most recently joining LPL Financial LLC. He is based in Waltham, MA. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, providing various investment options through both internal and external model portfolios.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 credentials with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Lincoln Hurney is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held roles at Claro Advisors, LLC, Tufts University, Shawmut Design & Construction, and Harvard University. 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, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2005. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and offers customized portfolio management alongside model portfolio programs.

Andrew Kehoe is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and The Bullfinch Group. Outside of his advisory work, Kehoe has been involved in the hospitality industry and volunteers with the Association of Financial Educators, conducting workshops and seminars. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.

Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Libby Ricciardi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Commonwealth since 2012. 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, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joseph Roberts Jr is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Lincoln Financial Advisors. Outside of his advisory work, he has an ownership interest in Terrier Sports, Inc. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios utilizing mutual funds, ETFs, equities, and fixed income.