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.

Curtis Jones is a Series 66 licensed advisor with 25 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Infinex Investments, Inc., East Cambridge Savings Bank, IFMG Securities, Inc., and Invest Financial Corporation. Outside of advising, he serves as president of JACONN Corp., a real estate development company in which he invests personal funds. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes firm supervision and third-party manager arrangements.

Isabela Miller is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Her work history includes roles at Axial Financial Group, Fidelity Investments, Wellington Management, and teaching positions at College of the Holy Cross. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform offering managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Eric Maiuri is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Morgan Stanley Smith Barney LLC. Based in Boston, MA, he joined TD Private Client Wealth in 2026. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Ballentine Partners LLC, and Morningside Tech Advisory. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Spencer Betts is a financial advisor with Hightower Advisors in Lexington, MA, holding the CFP® designation and Series 63 license. He has 26 years of industry experience, including prior roles at LPL Financial, Purshe Kaplan Sterling Investments, and Dietz & Lynch Capital. Betts is also a partial owner of Bickling Financial Services, where he provides financial advisory services and serves as Chief Compliance Officer. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, supported by proprietary research and operational features tailored to complex portfolios.

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.

Lauren Cecchini is a CFP® professional with one year of experience, currently with Savant Wealth Management. She previously worked at Heritage Financial and Weiss Asset Management and has a background that includes work outside finance as a chef. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a broad range of in-house capabilities and affiliated entities.

Mathew Smith is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and has prior experience with Uber and Barcelona Wine Bar. Outside of his advisory role, he serves as a board member and treasurer for Fellowship of the Wheel, a nonprofit organization that builds and maintains mountain bike trails in Chittenden County, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm employs model-based portfolio construction with Envestnet as sub-adviser and overlay manager and supports a large client base through its extensive advisor network.

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 Charles Schwab, with additional experience outside finance including a position at Dirty Taco and Tequila. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Jane Chrumka is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Her prior experience includes roles at Calibre Advisory Services Inc. and Tanager Financial Services Inc., spanning over seven years, alongside a period as a full-time parent. Cerity Partners provides customized wealth management services to a diverse client base that includes individuals, families, trusts, foundations, and institutional investors. The firm’s investment approach integrates client-specific profiles, quantitative screening, and both third-party and direct security selection, while offering access to alternative and private market solutions for qualified clients.

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 financial advisor at Janney Montgomery Scott in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by in-house portfolio management and third-party managers.

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.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Joshua Haapanen is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citizens Bank, and Measured Wealth Private Client Group, LLC. Outside of his advisory work, he also works as an independent contractor delivering food for Uber Eats and DoorDash. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Frank Censullo is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2019, following a seven-year tenure at Lexington Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Peter Morin is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Fairway Group LLC, Third3rd Financial Partners LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he serves as president of a local BNI chapter, managing weekly meetings and leadership activities. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

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.