Derek Thisse is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at GW & Wade, Commonwealth Financial Network, and D. K. Brede Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management, advisory, and planning services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Rex Berger is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Claro Advisors, The Colony Group, Merrill Lynch, and State Street Bank & Trust. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, providing discretionary investment management, financial planning, and family office services. The firm employs customized portfolios utilizing mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Brian Dudley is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Burlington, MA. His prior experience includes roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory work, he is a licensed public notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process combining passive and active strategies with oversight from an internal Investment Committee.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Jason Wojciechowski is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio and customized portfolio management, operates a donor-advised fund, and applies a fiduciary standard to its advisory services.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Nathanson is also an independent insurance agent licensed to sell fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing 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 tailored investment solutions, operating predominantly through non-discretionary client relationships.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. 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 with a focus on customized portfolios and a primarily long-term investment approach.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Kimberly Miles is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She previously worked at Rockefeller Capital Management and Cambridge Associates LLC. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jack Patalano is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes a role at Fidelity Investments and involvement in local community activities such as a city council campaign and work with Newport Hospital. Outside the industry, he has worked in the restaurant and moving sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing both affiliated and third-party investment products with a focus on client-approved, non-discretionary strategies.

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Outside of advising, he serves as a council member for Glastonbury Abbey, a religious nonprofit, and is a board member of the Mass Soldier's Legacy Fund, which provides educational grants to children of Massachusetts fallen servicemen and servicewomen. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Nicholas Forgione is a CFP® and Series 65-registered advisor at Allworth Financial, L.P. with two years of industry experience. His prior roles include positions at Sachetta, LLC, CA Brandt, and Fidelity Investments. He also has experience in the fitness industry and academia, having worked with Forge Fitness, Achieve Fitness, and Framingham State University. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. 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, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.

Brad Capland is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has provided CPA services through his own practice since 1991. In addition to his financial advisory work, he is a notary. Integrated Wealth Concepts 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, and family office services, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.