Alexander Buxbaum is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Eaton Vance Management and Eaton Vance Distributors, Inc. He also has involvement in fixed insurance sales, dedicating a portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Jeffrey Covitz is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2020, following roles at Epg Incorporated and Stoneham Bank. 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 clients, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.

Kevin Sanchez is a financial advisor at Allworth Financial, L.P. in Lynnfield, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Sachetta, LLC, Keenan Financial, and several other organizations. Sanchez has also worked in various capacities outside finance, including at Wesleyan University and in retail and service industries. Allworth Financial serves a broad client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, employing a blend of quantitative and qualitative analysis to deliver customized investment strategies.

Christopher Kheirallah is a financial advisor at Voya Financial Advisors, Inc. 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 Dagher Financial LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products.

Kimberly Flynn is a CFP® professional with 25 years of industry experience, currently serving at Cerity Partners LLC since 2026. Her career includes roles at Carson Wealth, CWM, LLC, Prudential Insurance Company of America, and other financial firms. Cerity Partners advises 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 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining proprietary quantitative methods, third-party strategies, and direct security selection.

Jose Estrada is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at Fidelity Investments for four 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 mostly non-discretionary investment solutions through a large network of advisors.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior experience includes time as a college student and a year of unemployment before joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Francis Leonard is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with VOYA Financial Advisors since 2014. Leonard is also an independent insurance agent and partner in a financial services firm specializing in insurance and investment products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-centered investment solutions.

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted at her branch location. 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 over $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Michael Flynn is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments for two years. Outside of his advisory role, he is involved with the Dedham Country & Polo Club. Voya Financial Advisors, Inc. is a large enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategies, model portfolios, and technology tools to serve clients through both advisory and broker-dealer capacities.

Jonathan Stuart is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He previously worked at Northwestern Mutual Investment Services and Windhaven Investment Management. Jonathan is a trustee on the Board of Worcester Academy, where he contributes to the school’s strategic direction. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for all trades and offers at-least-annual portfolio reviews tailored to individual goals and risk tolerance.

Tess Coutu is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at John Hancock and its affiliated entities. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to deliver mainly non-discretionary investment solutions through a large network of representatives.

John Piantedosi is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at LPL Financial and Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, using customized portfolios that combine internal management and third-party asset managers with a primarily long-term investment approach.

Janice Mc Garry is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial serves a diverse client base, offering financial and wealth planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to manage customized investment strategies across various asset classes and provides education through newsletters, podcasts, and seminars.

Christopher Holcombe is a CFP® professional with 12 years of industry experience. He is currently with Brown Advisory in Boston, MA, and previously worked at Highmount Capital from 2013 to 2017. Brown Advisory manages approximately $124.3 billion for a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and offers a range of discretionary portfolio management and advisory services.

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 has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tedeschi serves as a trustee for a business partner outside of his advisory role. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers within its dual registration as a registered investment adviser and broker-dealer.