John Bratschi is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prio Wealth and Seaward Management in various roles. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, and private and registered funds.

Nancy Mc Aloon is a financial advisor with Eagle Strategies (NY Life) in Hingham, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018, with prior experience at The Loon Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and multiple program types, focusing primarily on non-discretionary assets and servicing a diverse client base including defined contribution and benefit plans, charitable, and corporate clients.

Tamara Lee is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Raymond James & Associates from 2010 to 2023. Lee serves on the board and personnel committee of Berkshire Place, a nursing care facility in Pittsfield, MA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Seth Washington is a financial advisor with Schwab Wealth Advisory in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments and Greystar. His background also includes experience in the food and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many peers.

Mac Isaac Armstrong is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, Merrill, and Ameriprise Financial Services LLC. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate entities. The firm offers financial planning, portfolio management, and brokerage and insurance products, delivering advice through model portfolios, affiliated strategies, and third-party managers.

Dylan Morris is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has been active in the financial services industry since 2025, including experience at Fidelity Investments prior to joining Voya. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through various programs, third-party money manager access, and brokerage and insurance product distribution, with an emphasis on non-discretionary advisory services.

Matthew O'Brien is a CFP® professional with 19 years of industry experience, currently serving as CEO of Madison House Wealth Management, where he focuses on retirement income planning and stock-based compensation advice. He has been with Voya Financial Advisors, Inc. since 2016 and leads his own independent financial planning firm as well. O'Brien also holds a role as an independent insurance agent. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage and insurance product distribution through a combination of proprietary and third-party strategies.

Robb Scott is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for six years and held a position at Vanderbilt University for two years. Outside of his advisory role, he serves as a committee member for Thompson Island Outward Bound and as a corporate trustee for the Trustees of Reservations, both nonprofit organizations in Boston. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides specialized services including Core Family Office offerings and employer financial-wellness tools.

Andrew Ivens Sr. is a financial advisor with First Citizens Investor Services, Inc., holding Series 66, Series 63, and Series 65 designations and bringing 10 years of industry experience. His career includes roles at ETHIC Wealth Advisors LLC, ETHIC, A Wealth Bank, Citizens Securities, Inc., and Citizens Bank. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and serves clients primarily on a non-discretionary basis, with offerings that include model portfolios, separately managed accounts, and an automated Guided Investing platform.

Elizabeth Campbell is a financial advisor at Mariner with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Oak Leaf Wealth Management Services and Commonwealth Financial Network. Campbell is based in Boston, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Lisa Neira is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Corient and has held previous roles at RegentAtlantic and Fidelity Investments. Neira serves on the board of Advisers Give Back, a nonprofit providing pro bono financial planning, and is a National Pride Group Committee Member of the National Association of Personal Financial Advisors (NAPFA). 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 combining in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Richardson is a financial advisor with Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Triple 5 Consulting and Trinity Wealth Securities, among other roles. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Robert Bortnick is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Corient in Boston, MA. His career includes long tenures at Eaton Vance Management and Eaton Vance WaterOak Advisors, and he has been with Corient and its related entities since 2022. He also acts as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Alex Oliver is a CFP® with 10 years of industry experience. He currently works at Mariner and previously spent 11 years at First National Corporation. Mariner serves a broad client base, including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios backed by in-house research and third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Gallagher 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. His prior roles include positions at Manulife John Hancock Brokerage Services, John Hancock, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Jason Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 19 years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities since 2006. Outside of his advisory work, Bourque serves as Secretary on the board of the Epilepsy Foundation and participates on its investment subcommittee. He is also involved with CWS Local Connections, producing digital content to promote local small businesses. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client goals, with a significant portion of its assets managed on a non-discretionary basis.

Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Thomas Woodhouse is a financial advisor at Cerity Partners LLC in Boston, MA, holding the CFP®, CFA®, and Series 65 designations with 24 years of industry experience. His prior roles include positions at Prio Wealth Business Trust, Prio Wealth LP, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.