Amy Scarborough is a financial advisor at TIAA‑CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA‑CREF since 2012. Outside of her advisory role, she is involved in real estate appraisal activities, assisting with home inspections, photography, and report preparation. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management, offering both model and customized portfolios.

Paul Mckenna IV is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Boston, MA. He holds the CFP® designation and has 20 years of industry experience, including prior roles at Franklin Distributors LLC, ClearBridge Investments LLC, and Legg Mason & Co LLC. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs within model portfolios.

Leo Pandolfi is a financial advisor at Cerity Partners LLC based in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2025, he was self-employed and has held roles at the Fulbright Association and Boston College. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Griffin Knowlton is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Inc. for 12 years before joining Rockefeller Financial in 2021. 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, and operates as a registered broker-dealer offering placement and investment banking services alongside its investment management capabilities.

Kristopher Tedeschi is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. He serves as a trustee for a business partner, a role unrelated to trading activities. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers discretionary and non-discretionary portfolio management through both in-house advisors and third-party managers.

Connor O'Toole is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years. Outside of advising, he is involved in the hospitality industry as a bartender at O'Tooles Pub. Voya Financial Advisors, Inc. serves individual, institutional, and charitable clients by providing financial planning, portfolio management, and retirement advisory services through a large network of advisors. The firm uses model portfolios, investment policy statements, and technology-driven tools to support mostly non-discretionary client accounts.

Laura Mchugo is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The AYCO Company, L.P./Mercer Allied and John Hancock. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by integrated teams and proprietary analytical tools, leveraging the broader Goldman Sachs network to provide access to specialized wealth programs and alternative investments.

Seamus Mc Grath is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill before joining VOYA. Outside of advising, he works as a bartender at Providence Burger Bar. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm uses a combination of in-house and external strategists, technology tools, and model portfolios to manage primarily non-discretionary client relationships.

Kurt Schaefer is a financial advisor at TD Private Client Wealth LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Horace Mann Investors, Mass Mutual Investors Services, Metlife Securities, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody services through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Joseph Stone is a financial advisor with Kestra Advisory in Hingham, MA, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has worked with Kestra Advisory since 2016 and has prior experience with Kestra Investment Services, LLC and Berkshire Life dating back to 1981. Stone is also the owner of MSW Investment Related, a business involved in consulting, insurance, and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, and serves large clients including sovereign wealth funds, reflecting a broad and complex range of capabilities.

Jed Kelly is a financial advisor with Oppenheimer in Boston, MA, holding a Series 63 designation and 15 years of industry experience. He has been with Oppenheimer since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Cigdem Sonmez is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has been with TIAA and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm combines point-in-time planning with ongoing discretionary portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Madeleine Miller is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 66 designation and has one year of experience in the industry. Prior to joining VOYA, she worked at Digitas and has experience in various roles including teaching and local business operations. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services using a combination of in-house and external strategists alongside technology-enabled tools, operating with a mix of non-discretionary and discretionary account management.

Anthony Gasbarro is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in entrepreneurial ventures such as Gasbarro Fitness. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm combines proprietary and third-party investment strategies supported by technology-enabled tools to deliver a mix of discretionary and non-discretionary account management.

Kevin Quilty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth Financial Network since 2010. Outside of advising, he is involved in fixed insurance sales as an agent and serves as a trustee for a family member’s account. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Patrick Evers is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both non-discretionary and limited discretionary investment management.

Emily Lynch is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked primarily at Cerity Partners since 2021 and previously held positions at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm’s investment approach combines customized client profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Thomas Stephens is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Trinity, Ameritas Life Insurance Corp, Financial Resource Partners, and Ameritas Investment Corp. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to implement client recommendations, operating primarily through non-discretionary accounts with some discretionary management options.

William Marshall is a financial advisor at Oppenheimer with a Series 66 designation and experience starting in 2025. His career includes roles at Oppenheimer, Antonio's, Corrigan Financial, and positions in education and food service prior to entering the financial industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.