Adam Hershman is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Securities Inc. He has also worked in diverse fields such as advanced home care services and the restaurant industry. 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 combines in-house and external strategists with technology-enabled tools to implement client recommendations, operating primarily on a non-discretionary basis while providing access to both affiliated and unaffiliated investment products.

Kevin Griffin is a CFP® professional with 12 years of industry experience, currently serving at Empower Advisory Group. He previously worked at GWFS Equities, Inc. and operated Griffin Financial Planning, LLC. Outside of his advisory role, he is involved in officiating scholastic basketball games to promote the spirit of fair play. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders, delivering services through integrated platforms that focus on long-term portfolio returns and annual rebalancing.

Daniel O'Neill III is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and SII. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mark Lapman is a CFA® charterholder with 17 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing pension assets for the Commonwealth of Massachusetts. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.

Eric Merrigan is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Commonwealth since 2020 and previously held positions at Ameriprise Financial Services, Invesco, and National Financial Services. Merrigan also engages in fixed insurance sales in a limited capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and numerous individual and institutional clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Leo Choquette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, Securian Financial Services, and SagePoint Financial. Outside of finance, he serves as a Political Officer and Ward Councilor for the City of New Bedford and is a board member of PACE, a nonprofit that manages federal disbursements to local charities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, offering tailored financial planning, consulting, and access to insurance and alternative investment products.

Richard Allison Jr. is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2019, following prior roles at JP Morgan Securities LLC and MassMutual. In 2016, he was briefly involved with La Lou Bistro. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Matthew Vidal is a CFP® and CFA® currently with Corient in Boston, MA. He has experience spanning several firms, including FFT Wealth Management LLC and SCS Capital Management LLC, totaling over nine years in the industry. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

John Hellmuth is a CFP® with 43 years of industry experience, currently affiliated with Commonwealth Financial Network and T.A. Holland & Co. He has worked at Cetera Advisor Networks LLC from 2013 to 2021 before joining his current firms. Outside of advisory work, he is co-owner of T.A. Holland & Co. Insurance, LLC, which facilitates property and casualty insurance business, and owns CTL Capital Holdings, LLC, a non-investment related entity. Commonwealth Financial Network is a registered investment adviser that supports a nationwide network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Kimberlee Fricker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked with The Financial Services Group and Worthpartners, LLC since 2009. Outside of advising, she is involved in a tax preparation business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services, allowing advisors to implement customized portfolios through internal models or external platforms.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials with 33 years of industry experience. Her prior experience includes twelve years at JPMorgan Chase Bank and J.P. Morgan Securities. 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, estates, and institutional clients, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Ashley Weir is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. She has worked at Breckinridge since 2025 and previously spent nine years at Belle Haven Investments, LP. She holds Series 65 and Series 63 licenses. 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, emphasizing tax-aware strategies and proprietary portfolio management systems.

Robert Pelland is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPM Chase and Santander Securities, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing strategic and tactical asset allocation combined with investments from both affiliated and third-party sub-managers.

Joseph Ferrara is a financial advisor with GWN Securities Inc. in Winthrop, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with GWN Securities since 2015. Outside of his advisory role, Ferrara serves as chairman of the board for The 11 Foundation, a nonprofit organization. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Harold Lico is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Edward Jones Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset allocation models and internal research tools.

Mitchell Day is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Fidelity Investments. He is also a member of the New Hampshire Air National Guard and previously served in the U.S. Air Force. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisors. The firm uses investment policy statements and model allocations supported by both internal and external strategists, combining technology-enabled tools to implement recommendations across discretionary and non-discretionary account structures.

Alyssa Zimmerman is a financial advisor at Empower Advisory Group in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes roles at Empower Financial Services and Zim Consulting. She also has experience at Case Western Reserve University Career Center and The Blue Bench. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base across its enterprise structure.

Emily Mills is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. Her prior roles include seven years at Eaton Vance Distributors, Inc. and Eaton Vance Management, as well as four years at the University of New Hampshire. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a focus on tailored investment profiles, asset allocation, and access to alternative and private market solutions.

Justin Demartin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Fidelity Investments and At the Deck. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to provide financial planning and portfolio management through a large network of advisers.

Robert Markus Jr. is a financial advisor at Cerity Partners LLC in Boston, MA, with one year of industry experience. He holds a Series 65 designation and joined Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners serves a broad range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, with access to alternative and private market solutions for qualified clients.