Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Ronald Newton is a CFP® with 37 years of industry experience, currently advising at Mariner Wealth Advisors since 2024. He previously held roles at Financial Engines Advisors L.L.C., Advice Systems Inc., Commonwealth Financial Network, and Newton Financial. Newton is the founder and caretaker of Advice Systems Inc., a financial technology software company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized portfolios and comprehensive tax and administrative solutions.

Daniel Mcdonald is a CFP® with 20 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2000. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies within an enhanced open architecture framework.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.

Jacquelyn Kane is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Voya, she worked at Keenan Financial and Santander Bank, and she has a background that includes roles in education and retail. Outside of her advisory duties, she is an independent licensed insurance agent offering related products on a limited basis. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

Aaron Stoner is a CFP® with four years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He previously worked at Merrill and Bank of America and is the founder of Millstone Ministries, a nonprofit focused on providing rental assistance to young adults aging out of foster care. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through multiple program structures that emphasize recommendation-based advice.

John Moravec is a financial advisor at Commonwealth Financial Network with four years of industry experience. He has been with Commonwealth since 2022 and has been retired since 2007. 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 investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Dylan Grocer is a CFP® and ChFC® professional with five years of industry experience, currently affiliated with Guardian Life in Needham, MA. He has worked at Guardian Life and Park Avenue Securities since 2020 and has previous experience with The Bulfinch Group and several other businesses. Outside of financial advising, he is involved in life coaching and personal development services focused on personal growth, career advancement, and leadership skills. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

James Bricker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company of America, and the Bulfinch Group since the early 2000s. In addition to his advisory work, he assists business owners with career and business management issues. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm implements investment strategies through proprietary and third-party portfolios and provides various account-level services including lending solutions and donor-advised funds.

Paul Doherty is a CFP® professional with over 31 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and co-owns Wells Financial Partners, LLC, where he has worked since 2005. His other business activities include ownership of an entity created for securities business and involvement in selling fixed insurance products. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through a due-diligence process, while also maintaining substantial clearing and custody relationships.

Tracey Neret is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, previously working at Merrill for one year. Outside of her advisory role, she works as an independent contractor in voice acting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Daniel Agbor is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Horizon Global Partners, and Vector Marketing. Outside of his advisory role, he is a sole proprietor of a gaming content and podcast-related social media business. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice through multiple program structures, including non-discretionary recommendations, and operates with both SEC-registered investment adviser and broker-dealer registrations.

Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment monitoring committee for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment and consulting services with a mix of discretionary and non-discretionary management, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill for two years. His background includes several years in education roles at the University of New Hampshire, Keller North America, Tufts University, and Xaverian Brothers High School. Voya Financial Advisors, Inc. serves a diverse range of clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice and maintaining a dual role as both an SEC-registered investment adviser and broker-dealer.

Michael Ricci is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Stifel Nicolaus and a variety of positions outside finance, such as at Sally’s Apizza and Panda Express. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based relationships and operates both as an SEC-registered investment adviser and a broker-dealer.

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Empower Retirement and several companies outside the financial sector such as Instacart, Shipt, and Wag Labs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Adam Boyce is a financial advisor at Citizens Securities, Inc. in Westwood, MA, holding a Series 66 designation with 13 years of industry experience. His prior work includes roles at PNC Investments and PNC Bank. Outside of advising, he works part-time as a rideshare driver for Lyft and Uber. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a range of investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms, including a digital advisory program managed in partnership with SigFig.

Jamie Stone is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Stone has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he is a member of PeachPi LLC, where he is involved in investment activities and hiring to resolve property-related issues. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving a range of clients from plan sponsors to sovereign wealth funds.

Kevin Gunning is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.