Marilyn Sullivan is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having joined both firms in 2022. Her prior experience includes roles at Mountain One Investments Group, Commonwealth Financial Network, and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through proprietary managed portfolios and employs both affiliated and third-party sub-managers.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Daintree Advisors LLC for 10 years. He is a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, where he reviews qualifications of candidates for the cooperative’s Board of Directors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

Joseph Beauchaine is a CFP® professional with 4 years of industry experience based in Boston, MA. He has been with CIBC Private Wealth Advisors, Inc. since 2004, totaling 22 years at the firm. Outside of his advisory role, he serves as a trustee for the Harriet K Choi 1998 Trust on a non-compensated basis. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high-net-worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to deliver customized portfolio management solutions and offers services ranging from financial planning to coordinated Family Office support.

Thomas Weiss is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to joining Rockefeller, he worked at Cambridge Associates for three years. 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 offers portfolio management, financial planning, and consulting, along with brokerage and placement services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Andrew Kingston is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Fidelity Brokerage Services. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and features such as securities-based lending and tax harvesting.

Carol Vesey is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She is based in Canton, MA. 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 clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Securities Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to tailor asset allocation and retirement guidance.

Albert Smith Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Infinex Investments, The Cooperative Bank, South Shore Bank, Santander Securities LLC, and Sovereign Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Juleby Hirsch is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she manages an online affiliate marketing business established for her minor son. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a mix of model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Christopher Audus is a CFP® with 16 years of industry experience. He has been with Oppenheimer & Co since 2011 and previously worked at Wells Fargo Clearing from 2009 to 2011. Based in Boston, MA, Audus holds a Series 66 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jason Rollins is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds the Series 66 designation and has professional experience that includes roles at Commonwealth Properties Residential and other firms since 2006. Outside of finance, he has been involved with Boston Sports Card Exchange, LLC. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Brady Cowling is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at Madison House Wealth Management and Right Networks. He is also an independent insurance agent involved in the sales and service of fixed insurance products. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm offers diverse financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary, recommendation-based relationships.

Robert Burns is an investment advisor representative at Kestra Advisory with over 43 years of industry experience. He holds the ChFC® designation and has been affiliated with Kestra Advisory since 2016, with prior roles at Kestra Investment Services, Partners Securities, Partners Group Cambridge, and Connecticut Mutual Life Insurance. Outside of his advisory work, he serves as a trustee overseeing budgetary and maintenance concerns for a condominium association and is involved in managing residential real estate investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Andrew Michienzi is a financial advisor at Oppenheimer based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked both at Oppenheimer and in educational roles at institutions including the College of the Holy Cross and Dedham Country Day School. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of investment and retirement services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches. The firm uniquely maintains custody of client assets while operating its broker-dealer and advisory businesses.

James Mitchell is a CFP® with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and previously worked at BrightPlan, LLC and Fidelity in various advisory roles. Outside of his advisory career, he is the owner of Northern Adventure LLC. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary advisory arrangements.

Natalie Devine is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Fidelity Investments and Jackson Hewitt Tax Services. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary advisory relationships.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.