Chloe Warren is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 credential. She has four years of industry experience with prior roles at Fidelity Investments and Merrill. Outside of her advisory work, she teaches Megaformer Pilates at Sculpt 41 and works as a delivery driver for Instacart. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services, delivering advice primarily through non-discretionary programs and multiple advisory structures.

Griffin Coates is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Keenan Financial and The SEFA Group. Outside of his advisory role, Coates serves as the head coach for a third-grade soccer team with The Soccer Unity Project in Boston. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that blends passive and active management and utilizes quantitative, momentum, and fundamental analysis.

Christopher Mcmorrow is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Manulife John Hancock Brokerage Services LLC and John Hancock. He has also worked in a variety of other sectors, including education and hospitality. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through both discretionary and non-discretionary arrangements.

Paul Roy IV is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with &Partners and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Nicholas Gopaul is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Voya Financial Advisors, Inc., having previously worked at Fidelity Investments and in other roles including at GNC and FJ Auto Sales Ltd. He is based in Boston, MA. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides comprehensive financial planning and portfolio management through various program structures, primarily offering non-discretionary advisory services alongside broker-dealer products.

James Wall is a CFP® professional affiliated with Oppenheimer in Boston, MA, with 10 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves a diverse client base, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across discretionary and non-discretionary accounts, employing strategic and tactical asset allocation, manager selection, and tailored consulting and retirement services.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.

Kevin Callaghan is a financial advisor at TIAA-CREF in Boston, MA, with 22 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as president of Harvard Youth Lacrosse, an organization that provides lacrosse opportunities for children at Harvard. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.

Abbott Lawrence is a CFA® charterholder with one year of industry experience. He currently works at Corient in Boston, having joined the firm in 2025 after a 13-year tenure at Boston Common Asset Management. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Jesse Thurman is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Boston, MA. His prior roles include seven years at The Vanguard Group, Inc. and brief periods at Commonwealth Financial Network and Freedom Trail Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates within the Charles Schwab ecosystem using standardized asset allocation models and research tools, with advisory decisions confirmed by clients.

Bernard Gillis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several organizations including Rise Private Wealth Management and Empower Financial Services, Inc. Outside of finance, his work history includes roles at The Cookie Monstah, Kingman Yacht Center, and the YMCA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed accounts.

Kent Forkner is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veriti Management LLC and Daintree Advisors LLC. Outside of his advisory role, he serves as a volunteer member of the investment committee for Christian Camps & Conferences, Inc., assisting with asset allocation and investment manager selection. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Anthony Distasio is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at John Hancock and Fidelity Investments, as well as work in the hospitality industry with Stones Hospitality Group and Newport Restaurant Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through various program structures and focuses primarily on non-discretionary recommendations, operating as both an SEC-registered investment adviser and a broker-dealer.

Matthew Flaherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked in the hospitality industry as a waiter and bartender at Inn at Bay Pointe in Quincy, MA. Voya Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based client relationships.

Anthony Maenhout is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at HighTower Advisors and Willis Towers Watson, with an academic background at Bentley University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans. The firm offers financial planning and asset management through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Lauren Dowling is a Series 66–licensed financial advisor with two years of industry experience. She is currently with Voya Financial Advisors, Inc., having joined in 2026 after working at Fidelity Investments. Dowling has also worked in hospitality and capital partners roles prior to her finance career. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive financial planning and portfolio management services through various program structures, emphasizing recommendation-based advice over discretionary management.

Erick Caledonia is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His career includes multiple roles within Voya Financial entities since 2014. Voya Financial Advisors, Inc. serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers through various program structures, with a focus on recommendation-based, non-discretionary advice.

Paul Redfearn is a financial advisor with Eagle Strategies (NY Life) based in Reading, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been involved with New York Life Insurance Company and its affiliated entities since 1982 and operates Redfearn Financial & Insurance Services LLC since 2008. Outside of his advisory roles, he serves as a volunteer auditor of financial records for the First Baptist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types, including fee-based advice and retirement plan consulting, with a strong emphasis on tailoring recommendations to client objectives and managing a majority of assets on a non-discretionary basis.

Patricia Rusu is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and RBC Capital Markets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, and automated investing platforms, focusing on client financial needs, risk tolerance, and diversified asset allocation.

Thomas Valeo is a financial advisor with Oppenheimer based in Boston, MA. He holds Series 63 and Series 65 credentials and has 56 years of industry experience. Since 2003, he has been associated with Fahnestock & Co. Inc., a division within Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.