Catherine Farago is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been involved with Principal Life Insurance Company since 2014, as well as operating C.A.S. Wealth Resources since 2011. Outside of her advisory role, she holds an outside sales position focused on the sale and service of fixed and life insurance products, annuities, disability insurance, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kole Kelly is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at John Hancock, Manulife John Hancock Brokerage Services, and Eaton Vance Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to a broad client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies, often managing accounts on a non-discretionary basis with client authorization for trades.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Aimee Korch is a financial advisor at Breckinridge Capital Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at Breckinridge since 2018. Prior to that, she was employed by BlackRock Investments, LLC from 2016 to 2018. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kevin Radavich is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLife Securities LLC and New York Life Insurance Company, among other roles. Eagle Strategies serves a broad range of individual and institutional clients, 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 and plan sponsor criteria, with a significant focus on non-discretionary asset management.

James Da Silva is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the Series 63 designation and previously worked at GW & Wade LLC and GW & Wade Asset Management Company for 14 and 13 years respectively before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and 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.

Lawrence Martin is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2019, with prior experience at Morgan Stanley and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Nicholas Fortier is a Series 66 licensed advisor at Voya Financial Advisors, Inc. in Boston, MA, with one year of industry experience. His prior roles include positions at Twelve Points Wealth Management and Bowdoin College. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists, model portfolios, and technology-enabled tools to implement client recommendations across discretionary and non-discretionary account arrangements.

Joseph Casale is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Luttner Financial Group. Voya Financial Advisors, Inc. provides 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 deliver a range of investment solutions, including both discretionary and non-discretionary account management.

William Rourke is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds the Series 65 and Series 63 credentials and has one year of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at Fidelity Investments. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies combined with technology-enabled tools.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

William Weydemeyer is a CFP® professional with 14 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment 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.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at GWFS Equities, John Hancock, and Santander Securities. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Thomas Livingstone is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including two years at Fidelity Investments prior to joining Voya. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charities, and corporate clients through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, primarily managing assets on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.

Marshall Dodge is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2018, previously spending nine years with John Hancock. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Shannon Tivnan is a financial advisor at VOYA Financial Advisors, Inc. with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining VOYA, Shannon worked at Fidelity Investments for three years. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm employs a mix of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.