Andreane Bolduc is a CFA® charterholder at Savant Wealth Management with four years of industry experience. Prior to joining Savant in 2026, she worked at Heritage Financial Services, LLC for eight years and Wellington Management for two years. She also has a background that includes time at Northeastern University. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based, model-driven asset allocation and actively managed strategies.

Muriel Dol is a Series 66-credentialed financial advisor with two years of industry experience, currently affiliated with Voya Financial Advisors, Inc. Prior to joining Voya, she held roles at Goldman Sachs and has worked in various other positions including a part-time role with The Global Horizon Press, an educational organization where she assists with college preparation. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based advice over discretionary management.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Nuveen Securities, Nuveen Asset Management, and TIAA. He serves as a trustee of his condominium association, overseeing operating accounts and bill payments. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates under a fiduciary standard for its advisory services and provides a range of investment management options using model and customized portfolios.

Joseph Sabelli is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Integrated Wealth Concepts since 2016 and also operates Sabelli & Company, a business entity for tax and investment purposes. 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, family office, and retirement plan advisory services, using customized portfolios primarily built with mutual funds, ETFs, equities, and fixed income.

Michael Callahan is a CFP® with 20 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Sachetta & Callahan, LLC for 13 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options-based overlays, and offers both discretionary and non-discretionary asset management.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. 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 services, and retirement plan advisory, employing customized portfolios with a long-term approach and using model and wrap programs it directly sponsors.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

George Bowen is a CFP® professional with 24 years of industry experience, currently with Kestra Advisory. His prior roles include positions at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. Bowen is a managing member of Alta Vista Wealth Management LLC, a business focused on securities and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Erick Colon is a financial advisor with Hornor, Townsend & Kent, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, he serves on the boards of Greater Manchester Habitat for Humanity and the YMCA Advisory Board, and he is involved in financial education through public speaking engagements. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Landon Wriedt is a CFP® professional with six years of experience in the financial industry. He currently works at Voya Financial Advisors, Inc. and has prior experience at State Street Bank & Trust, Charles Schwab Investment Management, Inc., and Charles Schwab. Outside of finance, his background includes roles in the restaurant industry and work at the University of Florida. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm operates multiple advisory programs with a focus on non-discretionary, recommendation-based relationships, and maintains a dual registration as both an SEC-registered investment adviser and broker-dealer.

Stephen Morris is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Rise North Capital and Wells Fargo Advisors, as well as teaching roles at Plymouth State University and Timber Lane Regional High School. VOYA Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily operating under non-discretionary, recommendation-based arrangements.

Cynthia Reilly is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and previously worked at TD Bank N.A. Cynthia also manages a small residential rental property through an independent property management company. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management through a variety of TD-guided and third-party investment solutions.

Thomas Gill III is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has been with Voya since 2025 and previously worked in various roles across sectors including technology and education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Powers is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His work history includes roles at Fidelity Investments and Edward Jones prior to joining Voya. He is based in Boston, MA. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, focusing largely on non-discretionary, recommendation-based client relationships.

Andrew Svonovec is a financial advisor at VOYA Financial Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining VOYA, he held roles at Movement Mortgage, Driven Brands, North Carolina State University, and other organizations. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendations via multiple program structures, including wrap programs and third-party money manager access.

Michael O'Brien is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the Series 63, Series 65, and Series 66 securities licenses and has worked previously at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of his advisory role, he is a co-manager of OWL Sanitation, LLC, a business providing trash barrel sanitation services in Boston. Cerity Partners offers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs across a variety of investment vehicles.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at The Colony Group, LLC and Cantella & Company Inc. from 2017 to 2025, with additional experience at Commonwealth Financial Network and Clark University Graduate School of Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, charitable organizations, and institutional investors, with an investment approach that combines proprietary quantitative screens and third-party managers alongside direct securities.

Bernard Caniff Jr. is a financial advisor with Money Concepts Capital Corp in Lynnfield, MA, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked with Money Concepts Capital Corp since 2008 and has managed his own tax preparation and valuation analysis business, Caniff & Associates, since 1987. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.