Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Luke Shapiro is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments and holds Series 63 and Series 66 designations. Voya Financial Advisors is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Fidelity Investments and has been involved with organizations such as the National League of Cities and Boston University Tele Fund. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Cole Deletti is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work experience includes roles at Fidelity Investments and several small businesses in the hospitality and lending sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of model portfolios, third-party managers, and technology-enabled tools, operating primarily with client-authorized, non-discretionary account management.

John Coutu is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers, using a combination of in-house and external strategies alongside technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Christopher Goolgasian is a CFA® charterholder based in Boston, MA, currently with Breckinridge Capital Advisors Inc. He has over a decade of prior experience at Wellington Management Company and has been affiliated with Bryant University since 2005. His current tenure at Breckinridge began in 2026. Breckinridge Capital Advisors manages over $54 billion in fixed income and equity strategies for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation and proprietary management systems.

Nathan Swift is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments and 9th Gear Technologies. Outside of his advisory work, he is an officer at uReVu, a social media network focused on application development. Voya Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of advisers, utilizing both discretionary and non-discretionary investment management approaches supported by technology-enabled tools.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Logan Ryan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and Ayco. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Kelley is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Alanna Spada is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. She previously worked at Prio Wealth LP for five years and BNY Mellon Wealth Management for three years. Cerity Partners advises a broad range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and private market solutions within its investment framework.

Kerri Wilkes is a CFP® professional with over 20 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Matthew Macho is a CFP® professional with 23 years of industry experience. He has worked at Lincoln Investment since 2015 and previously spent nine years with Voya Retirement Advisors, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at TD Bank N.A., Gregory Telge, and Northwestern Mutual Investment Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kayleigh Harris is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2022, she held roles at Evofem Biosciences and Rippling, and spent four years in full-time education. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

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.

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.

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.