Adam Firely is a CFP® professional with eight years of industry experience. He has worked at Focus Partners Wealth, LLC since 2021 and previously spent four years at myCIO Wealth Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and 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.

William Bradford is a Series 66-licensed financial advisor at Empower Advisory Group with 17 years of industry experience. His career includes positions at firms such as Citizens Securities, Santander Securities, Kestra Financial, and Carson Wealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.

Andrew Breare is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage both discretionary and non-discretionary accounts.

Curtis Browne is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services LLC and John Hancock. 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 financial planning, portfolio management, unified managed accounts, retirement-plan and IRA advisory services, and combines in-house and outside strategists with technology-enabled tools to implement client recommendations.

James Fratello is a financial advisor at Independent Financial Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His career has focused on securities sales and investment advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies and offers portfolio management through various platforms and third-party asset managers.

Lindsay Hellmuth is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is currently with Commonwealth Financial Network and T.A. Holland & Co, having previously worked at Cetera Advisor Networks. Her outside business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Catherine Farago is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been involved with Principal Life Insurance Company since 2014, as well as operating C.A.S. Wealth Resources since 2011. Outside of her advisory role, she holds an outside sales position focused on the sale and service of fixed and life insurance products, annuities, disability insurance, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kole Kelly is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at John Hancock, Manulife John Hancock Brokerage Services, and Eaton Vance Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to a broad client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies, often managing accounts on a non-discretionary basis with client authorization for trades.

Mackenzie Howe is a financial advisor at Oppenheimer with five years of industry experience and holds a Series 66 designation. Prior to rejoining Oppenheimer in 2025, Howe worked at Morgan Stanley and Boston Partners. Outside of finance, Howe coaches lacrosse with Granite State Elite Lacrosse in Milford, New Hampshire. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Aimee Korch is a financial advisor at Breckinridge Capital Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at Breckinridge since 2018. Prior to that, she was employed by BlackRock Investments, LLC from 2016 to 2018. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kevin Radavich is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLife Securities LLC and New York Life Insurance Company, among other roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management.

John Dorso is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations and 19 years of industry experience. His career includes roles at U.S. Bank, Ameriprise Financial Services, and TD Ameritrade. In addition to his advisory work, he serves as an adjunct professor at Salem State University, teaching courses in accounting and corporate finance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Callie Maloney is a financial advisor with Oppenheimer in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, she held various roles including at the Babson Center for Global Commerce and the Sewanee Center for Speaking and Listening. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs, including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Nicholas Fortier is a Series 66 licensed advisor at Voya Financial Advisors, Inc. in Boston, MA, with one year of industry experience. His prior roles include positions at Twelve Points Wealth Management and Bowdoin College. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial 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 outside strategists, model portfolios, and technology-enabled tools to implement client recommendations across discretionary and non-discretionary account arrangements.

Joseph Casale is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Luttner Financial Group. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions, including both discretionary and non-discretionary account management.

William Rourke is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds the Series 65 and Series 63 credentials and has one year of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at Fidelity Investments. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies combined with technology-enabled tools.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent a decade at Matarin Capital Management. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, providing customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Samuel Perry is a CFA® charterholder with over 50 years of experience in the financial industry. He currently serves at Corient and has held positions at Eaton Vance WaterOak Advisors and CIPW Service Company. Outside of his advisory work, he is a trustee of King’s Chapel, one of the oldest Anglican churches in New England, and serves on the investment committee for the New Hampshire Society of the Cincinnati, which promotes education about the American Revolution. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and monitors portfolios continuously using risk management tools and stress testing.