Kayleigh Harris is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. She has worked at Cerity Partners since 2022 and previously held positions at Evofem Biosciences and Rippling. Prior to entering the financial industry, she spent four years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative tools, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Adam Hershman 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 Citizens Securities Inc. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by offering financial planning, portfolio management, and brokerage services. The firm combines affiliated and third-party investment strategies and manages most assets on a non-discretionary basis, while maintaining an active broker-dealer presence and commission-based product sales.

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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products as well as placement and investment banking services.

Mark Lapman is a CFA® charterholder with 16 years of industry experience. He is currently with 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 the pension assets of the Commonwealth of Massachusetts. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates 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.

Jason Phillips is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Janney Montgomery Scott for over 16 years, including his current tenure starting in 2026. 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, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2010 to 2022. She has been with Janney Montgomery Scott since 2022. 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 individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Martin Scafidi is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has operated his own accounting and tax preparation firm, Martin J. Scafidi P.C., since 1989. He also serves as a board member and director of First Priority Credit Union. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers using fundamental and technical analysis along with modern portfolio theory.

Ashley Weir is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. She held a prior role at Belle Haven Investments, LP for nine years before joining Breckinridge Capital Advisors in 2025. Weir holds Series 65 and Series 63 licenses. Breckinridge Capital Advisors manages separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines a top-down committee outlook with bottom-up research and rule-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

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 with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at TD Ameritrade, Charles Schwab, and Edward Jones Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s proprietary asset allocation models and research tools.

Mitchell Day is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials. He has three years of industry experience and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fidelity Investments. Outside of finance, he serves in the New Hampshire Air National Guard and has six years of prior service in the U.S. Air Force. Voya Financial Advisors, Inc. serves individual, retirement plan, and charitable and corporate clients through a dual-registered SEC investment adviser and broker-dealer platform. The firm offers financial planning, portfolio management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Alyssa Zimmerman is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. She has been with Empower and its affiliated entities since 2024 and has prior experience at Zim Consulting and the Case Western Reserve University Career Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Justin Demartin is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Voya Financial Advisors serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm provides advice through Investment Adviser Representatives using model portfolios, affiliated and third-party strategies, with a focus on non-discretionary asset management.

Robert Markus Jr. is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 credential. He joined Cerity Partners in 2024 after completing ten years of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm offers investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jared Bishop is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. He previously worked at Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. Its advisors recommend investments but leave final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Blake Stuart is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. Prior to this, he worked at North American Management Corp for 13 years. Outside of his advisory role, he holds several trustee and board member positions in family trusts and nonprofit organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

Maxwell Grafton is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at Fidelity Investments, Merrill, Presidio, General Security, and Fiduciary Investment Advisors. Outside of finance, he was involved with Spanky's Clam Shack and Seaside Saloon for two years. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm uses a mix of model portfolios and manager-driven sleeves and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Jeffrey La Cross is a CFP® and PFS™ with 11 years of industry experience. He is associated with Integrated Wealth Concepts LLC and has operated LaCross Financial Advisors since 2016. In addition to his advisory role, he works as a tax manager providing accounting, tax, and consulting services through LaCross Financial Advisors. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, 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 customized, primarily long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income.

Anne Kelly is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Putnam Investments Putnam Retail Management for 32 years and has held roles at Empower Retirement and First Republic. 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’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.