John Mohan is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Advised Assets Group, and Condon Wealth Management. Outside of his advisory role, Mohan serves as a basketball referee, officiating high school games on weekends. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Raymond Coscia is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with various Voya affiliates since 2014. Coscia is also a Notary Public in the Commonwealth of Massachusetts. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a blend of in-house and external strategies, combining technology-enabled tools with model portfolios and both discretionary and non-discretionary account management.

Damien Autissier is a financial advisor with Money Concepts Capital Corp and holds a Series 65 designation. He has worked in the financial industry since 2023, including roles at Rise North Capital and Foundations Investment Advisors, LLC. Outside of advisory work, he is involved in insurance sales, assisting clients with retirement plan questions and insurance policy education. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs supported by third-party managers and service providers.

Connor Mc Lenithan is a financial advisor with Empower Advisory Group in Brighton, MA. He holds Series 63 and Series 65 registrations and has five years of industry experience. His prior work includes roles at GWFS Equities, Maloney Properties, Hannaford Brothers Inc., and the University of Vermont. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and are delivered within Empower’s administrative and recordkeeping platforms.

Braeden True is a financial advisor at Janney Montgomery Scott LLC with five years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Janney in 2025, he worked at Fidelity Investments for three years. Outside of finance, he has experience in the food service industry with Riva Pizzeria and in landscaping through True Landscaping. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Dylan Cantara is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Northwestern Mutual. Outside of advising, he is a partner managing a basketball league and is involved in researching land development deals through a family LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisers.

John Ciccone Sr. is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 38 years of industry experience. He previously worked at Capital Navigation Group and returned to Commonwealth in 2006, where he has been since. Ciccone is also the president and sole owner of Capital Navigation Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $213 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

Rebecca Vautour is a financial advisor at William Blair with three years of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Alexandra Bauer is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Fidelity Investments and Sheeley & Partners Wealth Management. Outside of financial advising, she has worked in various service and retail roles, including at Coffee Depot and Shuttle Meadow Country Club. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan 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 discretionary and non-discretionary investment management solutions.

Christopher Stuart is a financial advisor with Allworth Financial, L.P., holding the CFA® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including roles at Shorepoint Capital Partners and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients, including high-net-worth individuals, trusts, and corporate entities. The firm offers customized portfolio management and financial planning services using a variety of model strategies and third-party sub-advisers, and it maintains specialized business divisions such as an Airline division and affiliated tax and brokerage practices.

Conor Daly is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at South Shore Retirement Services, Padua, KBC Bank, and Hedgeserv. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and various investment strategies, serving over 127,000 clients with a platform-focused approach.

Michael Casparriello is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at GWFS Equities, Putnam Investments, John Hancock Financial, and the University of Massachusetts Lowell. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Thomas Milne is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 registrations with one year of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for one year. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a network of advisers, combining in-house and external strategies with technology-enabled tools.

Ariana Polk is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with 14 years of industry experience. She has been with Breckinridge since 2008. Breckinridge Capital Advisors manages over $50 billion across a diverse client base, offering fixed income and equity strategies with a focus on customization and tax-aware services. The firm combines top-down macro analysis with bottom-up research, employing rules-based models and proprietary technology to support portfolio construction and trading.

Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Daniel Wagner is a financial advisor with Kestra Advisory and Kestra Investment Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Boston Wealth Strategies, MassMutual, and Metlife Securities. He also serves as a senior advisor at NFP Corporate Services, providing investment reviews of corporate retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently an advisor at Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets Inc., AssetMark, Inc., and Deloitte Consulting, LLP. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms and discretionary portfolio management.

Duke Laflamme is a CFA® charterholder with four years of industry experience, currently serving at Corient in Boston, MA. His career includes prior roles at Eaton Vance WaterOak Advisors spanning 24 years and positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

James Johnston is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has been associated with The Colony Group, LLC since 2016. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing 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 within an enhanced open architecture framework.

James Gilloran is a CFP® with 10 years of experience in financial advising, currently with Corient in Boston, MA. His prior roles include positions at Eaton Vance WaterOak Advisors and Argent Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm offers specialized services through affiliated entities, including private fund advisory and trust services.