Erik Oleary is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at New York Life, Securian Financial Services, and SagePoint Financial. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Brian Lopez is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at CIBC World Markets Corp., Boston Private Wealth LLC, and Sentinel Securities, Inc. He serves as a trustee for the South Bedford Condominium Trust in Waltham, MA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing a combination of proprietary and external managers, and is notable for managing a high asset-to-advisor ratio and serving investment company clients.

Nicholas Rossi is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC in Needham, MA. He has worked at several firms including Northward Financial Group, Weston Securities Corporation, Washington Trust Advisors, and Ameriprise Financial Services. Outside of his advisory role, Mr. Rossi is an owner of Northward Financial Group and is also a licensed independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Ognjen Sosa is a financial advisor at Breckinridge Capital Advisors Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2007. Outside of his advisory role, he serves as an advisor to the technology startup Inspired Futures AI, LLC, providing guidance on growth strategy. Breckinridge Capital Advisors manages over $54 billion in client assets, offering separately managed fixed income and equity strategies, sub-advisory services, and investment management primarily through intermediaries. The firm combines top-down outlooks with bottom-up credit research and employs rules-based models, emphasizing tax-aware techniques executed through proprietary portfolio management systems.

Daniel Galli is a CFP® and ChFC® with 40 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has previously worked with Goldman Sachs and PFE Advisors, Inc. Since 2002, he has also served as an instructor and guest lecturer at Boston University, delivering online educational webinars and updating course materials in retirement planning and employee benefits. Galli is the president of the Financial Planning Association as of 2025. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers multiple program platforms supported by third-party technology and management.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Alkon & Levine PC for more than four decades. Levine is currently involved with Lga LLP as well. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income, while employing a long-term investment approach.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Amazon for six years and served in the U.S. Marine Corps for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within a long-term, tax- and fee-sensitive framework.

Natasha Esplin is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Voya in 2026, she worked at Wells Fargo Clearing Services for three years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients, delivering services through a large network of advisors and a product platform that includes both affiliated and unaffiliated investment products.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Steven Misdea is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Guardian Life since 2015 and also operates Misdea Financial and Insurance Services, focusing on insurance products. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Mohammed El Kassem is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Bank of America and Merrill. Voya Financial Advisors, Inc. offers 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 provide both discretionary and non-discretionary management through a large network of investment adviser representatives.

Shreyans Patel is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Fidelity Brokerage Services LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer providing financial planning, portfolio management, retirement-plan services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients through a large network of representatives and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.

Chloe Warren is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments and Merrill. Outside of advising, she works as a fitness instructor teaching Megaformer Pilates and has experience as an independent contractor delivering groceries. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver customized investment solutions, operating primarily on a non-discretionary basis with some discretionary management options.

Christopher Mcmorrow is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services LLC, John Hancock, and Fidelity Investments. Voya Financial Advisors, Inc. serves individual, pension, charitable, and corporate clients through financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with model portfolios and technology tools to deliver both discretionary and non-discretionary investment solutions.

Ryan Clancey is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, and Baker Tilly. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

Paul Roy IV is a CFP® and CFA® with 20 years of industry experience. He is currently with &Partners in Boston, having joined the firm in 2024 after eight years at Wells Fargo Clearing. He holds the Series 66 designation. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies.

Nicholas Gopaul is a financial advisor with VOYA Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining VOYA, he worked at Fidelity Investments and has a varied background including roles at Ajax Development, GNC, and FJ Auto Sales Ltd. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations through a mix of discretionary and non-discretionary management.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.

Carter Scheetz is a CFP® with 10 years of industry experience currently affiliated with Commonwealth Financial Network in Needham, MA. His prior roles include positions at Foreside Fund Services, LLC and One Charles Private Wealth. He also holds a Series 63 license and spends a portion of his time engaged in fixed insurance sales. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, while providing a variety of investment options and back-office services.