Jacob Tristine is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years and has additional experience with Slanté Management and Amwins Group Benefits, LLC. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of investment adviser representatives. The firm offers both discretionary and non-discretionary account management, utilizing model portfolios and technology-enabled tools to implement client investment strategies.

Stephen Oliver is a CFP®, CFA®, and holds a Series 65 license with 30 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously held positions at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of finance, he serves on the Board of Managers for Barrell House Z, a craft brewery based in Weymouth, MA. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security approaches, with specialized offerings in alternative and private market solutions for qualified clients.

Michael Smith Vaughan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he held roles at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that includes quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Alexandra Goodson is a CFP®-certified financial advisor with seven years of industry experience, currently with Corient in Boston, MA. Her background includes roles at Aristotle Capital Management and RBC Capital Markets. She is also co-founder of Cloud-y Cleaner S-corp, a cleaning product manufacturing and distribution business. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Iman Farimani is a Series 65 licensed advisor with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining Focus Partners Wealth in 2024, Farimani worked at GW & Wade, LLC for three years and has held positions in both legal and academic settings, including with several law firms and Northeastern University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles.

Stephen High is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BlackRock, Merrill, Bank of America, and Commonwealth Financial Network. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies, primarily through non-discretionary client-approved relationships.

Federico Berruto is a CFA® charterholder affiliated with Money Concepts Capital Corp and has prior experience at Harbourvest Partners, State Street Associates, GMO, and Rise North Capital. Although new to his current advisory role, he has a professional background spanning several years in the financial industry. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Benjamin Kachur is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans tailored to their goals and financial needs. He emphasizes understanding clients' priorities through attentive questioning and listening, using Fidelity's investment tools to construct and monitor financial plans. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024 before assuming his current role in 2024. His approach involves continuous progress monitoring and plan adjustments in response to changes in clients' situations and economic conditions. Outside of his professional work, Benjamin enjoys fishing, fitness, golf, running, and skiing.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Nelson worked at The Colony Group, LLC and spent several years at Northwestern Mutual in various roles. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience and has been affiliated with Eagle Strategies since 2023. Outside of his advisory role, he volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves as a board member assisting with the grant interview process for South Shore Young Professionals. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

Keith Gaffney is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2026, he spent 21 years at TIAA-CREF and TIAA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program structures that integrate in-house and third-party strategies supported by technology and centralized due diligence.

Towera Gondwe is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Amy Mohan is a CFP® certified financial advisor with 12 years of industry experience. She currently works at Ameritas Advisory Services, LLC and has previously held roles at Ameriprise and UBS Financial Services. In addition to her advisory work, she is involved with Daniel J. Galli & Associates, providing financial planning services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of model portfolios, mutual funds, ETFs, and individual securities.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time with the Greenville Swamp Rabbits and academic experience at Dartmouth College. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brooke Gordon is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she was affiliated with The Ayco Company, L.P. for several years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm’s advisory teams employ strategic and tactical allocation models and utilize a range of fee arrangements and platforms, leveraging proprietary and third-party analytics as well as integration across the broader Goldman Sachs ecosystem.

Michael Maida is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including AGIA and VALIC Financial Advisors. Outside of his advisory role, Maida has experience with non-securities insurance products as an agent. 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 integrates both in-house and external strategies through model portfolios and technology tools, offering a mix of discretionary and non-discretionary management tailored to client needs.

Nancy Schwartz is a financial advisor with Guardian Life in Newtonville, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked exclusively with Guardian Life and its affiliate Park Avenue Securities throughout her career. Outside of her advisory role, she serves as a power of attorney for her parents. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions, with tailored client relationships that include financial planning and consulting services.

Peter Gagne is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network and Shadduck Financial Group during his career. He also spends part of his time engaged in fixed insurance sales. 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 a broad range of individual and institutional clients. The firm offers various managed-account programs, access to third-party asset managers, and custody/clearing services, supporting advisors with both internal and external portfolio management options.

Matthew Valentine is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GW & Wade, State Street Global Advisors, Brighton House Associates, and Investors Capital Corp. Outside of advisory services, he is a licensed real estate broker and manages residential rental properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.