William Steele is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Fidelity Investments and has held various roles including positions at Skidmore College and Wilcenski & Pleat Law. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm delivers advice through multiple program structures, primarily using non-discretionary arrangements that require client approval before transactions.

Sawyer Rothmann is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. His prior work includes roles at Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. 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 high-net-worth individuals, families, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Josh Dreseris is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and 16 years of industry experience. He has worked previously at BNY Mellon Advisors, Inc., BNY Mellon Securities Corp., Pershing LLC, and Lockwood Advisors, Inc. Since 2025, he has been with CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Stephanie Rice is a Series 66–licensed financial advisor with Commonwealth Financial Network, based in Marblehead, MA. She has two years of industry experience and has worked at Commonwealth Financial Network since 2018, with prior roles including positions at ShorePoint Advisor Group, Blakely Financial, and educational institutions. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Michael Kirkman is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He joined Voya in 2026 after roles at Kestra Investment Services and Accuidity Capital Management. Outside of advising, he has worked as a registered field assistant for The Baker Group, providing client service and account support. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers a variety of financial planning and portfolio management services, primarily through recommendation-based, non-discretionary programs alongside broker-dealer product offerings.

Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory.

Elizabeth Zhao is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Voya, she gained experience in various roles including positions at Dick's Sporting Goods, Epoch Labs, and educational institutions such as Boston University and Moody Middle School. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based, non-discretionary client relationships.

Ian Cole is a CFA® charterholder based in Boston, MA, with 14 years of industry experience. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Antoinette Russell is a financial advisor at Corient with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Eaton Vance WaterOak Advisors from 2010 to 2022. Russell has also been associated with CIPW Service Company, LLC and Corient Services LLC. 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 that combines in-house strategies with third-party managers, employing risk management tools and customized asset allocation.

Philip Davis is a financial advisor with Commonwealth Financial Network based in Boston, MA, holding 15 years of industry experience. He has been associated with Kauffman and Davis PC since 1982. 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 hundreds of thousands of individual and institutional clients. The firm provides adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Kristin Bowser is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Cerity Partners LLC and previously held roles at Prio Wealth LP and BNY Mellon. She is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Charles Cote is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for four years and has professional experience in various roles including positions at DoorDash and the University of Rhode Island. 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 financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary recommendations and operating both as an SEC-registered investment adviser and a broker-dealer.

Daniel Linnehan is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Citizens Securities, Inc. based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Ajay Narang is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He also has over 20 years of experience as a CPA at Robert A. Cooper CPA PC. Integrated Wealth Concepts 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, family office services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income.

Chloe Green is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked at Bucknell Center for Career Advancement and Bucknell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams tailor plans using strategic allocation models and manager selections, supported by proprietary research and tools within the broader Goldman Sachs ecosystem.

Ted Tiger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of finance, he has been involved in photography since 1990 and acting since 2000. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, employing a mix of passive and active strategies tailored to client risk profiles.

Daniel Krall is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, Acadian Asset Management, BNY Mellon, and RSM US LLP. He also operates Daniel Krall Wealth Solutions, LLC, a business focused on tax-related services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary advisory services.

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Hunter Pemrick is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, BHG Financial, and Goldman Sachs. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection supported by proprietary quantitative screening alongside third-party managers and individual securities.

Rebecca Martel is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and three years of industry experience. She has been with Money Concepts Capital Corp and Quadrant Financial Services LLC since 2016. Outside of her advisory role, she is employed with R.A. Hall & Co, CPAs, LLC, where she performs clerical work related to CPA and tax preparation services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.