Timothy Kelley is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 65 and Series 66 credentials and possessing 23 years of industry experience. He has been affiliated with both Commonwealth Financial Network and The Murphy Insurance Group since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various 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 its affiliated advisors.

Robert Conaty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Coburn & Meredith Inc for 16 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Outside of his advisory work, he teaches skiing at local ski resorts. 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, family office and retirement plan advisory services, and sponsors wrap-fee programs with a long-term investment approach while utilizing model portfolios and multiple third-party asset managers.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.

R. Jason Horwitz is a CFP® professional affiliated with Integrated Wealth Concepts LLC in Rockland, MA, with 25 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts LLC 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, family office, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios composed of mutual funds, ETFs, individual equities, and fixed income.

Sean Burke is a financial advisor at Integrated Wealth Concepts LLC with 12 years of industry experience. He has worked at firms including LPL Financial, E*TRADE Capital Management, and Fidelity Brokerage Services. Burke also serves as a director at BA, Inc., a firm specializing in tax preparation and accounting. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach.

Mohammad Zeeshan is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Voya, he worked at LPL Enterprise LLC and Packerland Brokerage Services. Outside of his advisory role, he has worked as a barback at The Hidden Door in Marblehead, MA. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes a combination of model portfolios, affiliated strategies, and third-party managers and manages most advisory assets on a non-discretionary basis.

Eric Maiuri is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses strategic and tactical asset allocation combined with both affiliated and third-party sub-managers to construct portfolios, providing ongoing management, financial planning support, and custody through third-party custodians.

Joseph Curran is a CFP® and holds a Series 65 credential with two years of industry experience. He has worked at Mariner since 2026 and previously held roles at First National Advisors, LLC, Lexington Wealth Management, and Repligen Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and various tax and family office services. The firm employs customized discretionary portfolio management supported by both internal research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held positions at Ballentine Partners LLC and Morningside Tech Adv. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mary Flanigan is a CFP® with 21 years of experience in the financial services industry. She is currently with Kestra Advisory, LLC, where she has worked since 2020, and previously spent over a decade at Morgan Stanley in various capacities. Flanigan also serves as a Wealth Strategist at Windsor Private Wealth, LLC, focusing on financial planning and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse client types, including large institutional investors.

Brandon Franco is a financial advisor with Integrated Wealth Concepts LLC based in Boston, MA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Morgan Stanley, Claro Advisors, LLC, and Putnam Investments. 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, family office and retirement plan advisory services, and sponsors wrap-fee programs that include various model portfolios and customized investment solutions.

Alyssa Estro is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and has experience outside finance, including a one-year stint with Dirty Taco and Tequila. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide clients in their investment decisions.

Jane Chrumka is a financial advisor at Cerity Partners LLC in Boston, MA, holding the CFP® and Series 66 designations with seven years of industry experience. She joined Cerity Partners in 2023 after spending eight years as a full-time parent. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Timothy Moynihan is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, and offers brokerage services, financial planning, and advisory programs combining in-house and third-party portfolio management.

William Dynan is a Series 66-registered financial advisor with Janney Montgomery Scott, based in Boston, MA. He has three years of industry experience and has previously worked at Bank of America, JPMorgan Chase, and State Street Corporation. Janney Montgomery Scott is a large, dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of services such as brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Richard Mullaney is a CFP® with eight years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, MA. His prior experience includes roles at SVB Private and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management, including access to options strategies and coordinated Family Office services for complex needs.

Max Easterday is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for two years. Voya Financial Advisors serves a diverse client base including individual investors, retirement plans, and charitable and corporate clients, providing financial planning, portfolio management, and brokerage services through a combination of affiliated and third-party strategies.

Glenn Allen Prichett is a financial advisor at PNC Wealth Management in Boston, MA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at MBSC Securities Corporation and Mellon Corporation, where he worked for 17 years, as well as BNY Mellon NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments to guide portfolio strategy and delegates portfolio implementation to third parties.

Hal Newman is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services since 2016, including roles at Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management with technology-supported research and inter-affiliate integration.

Jarred D'amico is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working with multiple firms since 2019, including Citizens Securities, Inc. and PHX Financial Inc. Outside of his advisory role, he is involved with Damico Innovation Media, a business he has been associated with since 2025. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary strategies.