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.

Cynthia Haddad is a CFP® with 33 years of industry experience and is currently with Sequoia Financial Group, L.L.C. She has held roles at several firms including LPL Financial and Purshe Kaplan Sterling Investments. Haddad also maintains responsibilities as Owner, COO, and Wealth Advisor at Affinia Financial Group and serves as an agent for fixed and traditional insurance products. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, supported by research and due diligence, and offers additional services such as trustee support and estate document preparation through third parties.

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

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.

Juleby Hirsch is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Hirsch has been with TIAA-CREF since 2014. Outside of advising, Hirsch is the owner and manager of an LLC established to support a minor family member’s online affiliate marketing business, overseeing its financial and operational aspects. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

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.

Sean Flynn is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, Flynn manages Flynn Investment, LLC, a commercial real estate entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized solutions, supported by a comprehensive operations and technology platform.

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 63 and Series 65 licenses and possessing five years of industry experience. He has worked at Voya Financial Advisors since 2020 and also holds a fixed insurance products license, selling and servicing fixed insurance products. 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—including high-net-worth clients—as well as pension plans, nonprofits, and corporations. The firm uses investment policy statements and model allocations, combining in-house and external strategies, and deploys technology-enabled tools such as Morningstar-powered retirement advice to deliver both discretionary and non-discretionary management.

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.

Heidi Hanson is a CFP® professional with 28 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and also owns Hanson Financial Group, LLC, which facilitates securities, advisory, and insurance business. Her prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Daniel Santanello is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Capital Management Partners, LLC and Winslow, Evans & Crocker, Inc. in prior roles. Outside of his advisory work, he is involved as a pickleball instructor and serves as an ambassador for Selkirk Pickleball Products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance services, while offering discretionary model portfolios and customizable program options.

Paul Moriarty is a financial advisor with Eagle Strategies (New York Life) based in Woburn, MA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include operating Moriarty Financial Group, LLC, and affiliations with New York Life Insurance Company. Outside of advising, he serves as a board member of the Woburn Business Association and volunteers organizing a local golf league. Eagle Strategies supports a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement 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 affiliate structure.

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®-designated financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with 27 years of industry experience. Prior to joining Voya in 2026, he worked at BrightPlan, LLC and Fidelity, including Fidelity Brokerage Services for over two decades. Outside of his advisory role, he is the owner of Northern Adventure LLC. Voya Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and access to third-party money managers. The firm employs a combination of model portfolios, external strategists, and technology-enabled tools to deliver a range of advisory programs across discretionary and non-discretionary accounts.

Natalie Devine is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Fidelity Investments. Voya Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, as well as access to third-party money managers, delivering services through a large network of advisers using a mix of in-house and external strategies combined with technology-enabled tools.

Peter Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Thompson Wealth Management, Ltd. and Winalytics. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and customized portfolio construction.

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.