David Basile is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2005. Basile serves as a member of the Board for the Middlesex Community College Foundation. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jack Freedman is a CFP® with two years of industry experience, currently serving at Hightower Advisors. Prior to joining Hightower, he worked at Bickling Financial Services and attended Bentley University. Outside of his advisory role, Freedman is the owner of Creatore LLC, a marketing company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with a variety of investment strategies including alternative investments and custom indexing.

Mark Gravina is a CFP® professional with five years of industry experience, currently with Steward Partners Investment Advisory, LLC. He has held prior roles at The Colony Group, Hightower, and Ameriprise Financial Services. His background includes academic positions at Bryant University and Texas Christian University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, and managed account services.

Congqun Jian is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Jian has worked with Transamerica Financial Advisors since 2012 and is also affiliated with J&Z Financial Services, Inc., where they serve as president. Their background includes roles at the Heartland Institute of Financial Education and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a focus on integrated retirement plan solutions and a range of advisory platforms.

Craig Lewis is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Owen Campeau is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years and has experience in various roles outside finance, including the bartending service industry and university employment. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services like financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, focusing primarily on non-discretionary advisory relationships.

Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

Mikayla Michienzi is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Schneider Associates. Outside of her advisory role, she is involved with CorePower Yoga in Boston, supporting studio operations on a part-time basis. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across various strategies and employs both commission-based and asset-based fee structures.

Mark Panarese is a financial advisor with Rockefeller Financial LLC, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has worked with various Rockefeller entities since 2004, including Rockefeller & Co and Rockefeller Capital Management. 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 services while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

William Riquier is a financial advisor with United Planners' Financial Services of America and The Retirement Financial Center, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with United Planners and The Retirement Financial Center since 2011 and operates a non-variable insurance business under his own name. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Brooke Smith is a financial advisor with Commonwealth Financial Network and co-owner of OpenRoad Wealth Advisors, LLC. She holds a Series 66 designation and has two years of industry experience. Prior to her current roles, she worked at Edward Jones and has experience in other industries including operations at Freight Farms, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and multiple program structures.

Kenneth Connors is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, combining discretionary and non-discretionary management with oversight from dedicated research and advisory teams.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and held various roles in the hospitality and retail sectors. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm frequently provides non-discretionary recommendations and operates as both a registered investment adviser and broker-dealer.

David Shnitzer is a CFP® with 21 years of industry experience, currently serving as a managing partner and wealth advisor at Capital Analysts. He previously spent 19 years with Ameriprise Financial Services and holds a founding board member role and treasurer position at Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary mutual fund screening. The firm is affiliated with Lincoln Investment and manages approximately $8.8 billion through a network of several hundred advisors.

Lisa Prezzano is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP Inc. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm utilizes multiple program structures with a focus on non-discretionary recommendations and operates as both an SEC-registered investment adviser and a broker-dealer.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Adam Armstrong is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, and Fisher Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jacob Dickson is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors serves a diverse range of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm offers various financial planning and portfolio management services, primarily providing non-discretionary recommendations through multiple program structures.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.