Jeffrey Campbell is a financial advisor at Capital Analysts with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory work, he owns and helps operate a company that offers hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, providing portfolio management through both discretionary and non-discretionary programs supported by an in-house investment research team.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. She has held positions at Cerity Partners since 2022 and previously worked at PricewaterhouseCoopers LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic’s investment management and securities divisions. Outside of his advisory role, he serves on the Investment Committee of the MetroWest Health Foundation, a nonprofit focused on community health philanthropy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a comprehensive range of portfolio management, financial planning, and investment services through a Private Advisor model and an integrated investment platform.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Bryce Shaw is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at Forge Financial, The Bulfinch Group, and Park Avenue Securities. Before entering the financial industry, he served in the U.S. Navy and worked in construction for several years. Park Avenue® Wealth Management, a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies, incorporating both proprietary and third-party models.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Domenica Lurvey is a CFP® professional with 11 years of industry experience, currently serving at Allworth Financial, L.P. She has held positions at firms including Sachetta, LLC, NYLIFE Securities LLC, LPL Financial, and AXA Advisors. 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 a variety of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Matthew Halpin is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 license with two years of industry experience. Prior to joining Voya, he worked at Merrill and UBS Hingham Street Partners. Outside of finance, he has been involved with Roger Williams University and the Narraganset Bay Club. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures that emphasize recommendation-based advice over discretionary management.

David Daniels is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at John Hancock and its distributor entities for seven years. Voya Financial Advisors, Inc. serves 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, wrap programs, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 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. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.

Mark Valickus is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other entities, advising on over $126 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Steven Dubin is a financial advisor with Capital Analysts who holds a Series 63 designation and has 49 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved with Williams & Dubin and various Capital Analysts entities dating back to 1975. Outside of his advisory role, he owns and operates Williams & Dubin, a financial services and insurance firm specializing in life insurance, disability, health products, and supplemental compensation programs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment team that utilizes proprietary screening methods and model portfolios.

Michael McGuire is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has been with TIAA-CREF since 2009 and previously worked at Merrill and Fisher Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Steven Dechiario is a financial advisor with Truist Advisory Services in Boston, MA, holding Series 63 and Series 65 credentials and maintaining 25 years of industry experience. His prior work includes 19 years at Citigroup Global Markets and his current roles at Truist Advisory Services Inc. and Truist Investment Services Inc. He has been with Truist since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

Kyle Coden is a financial advisor at Mariner based in Boston, MA. He holds a Series 65 designation and joined Mariner in 2025 after completing his education. His prior work experience includes roles in education and the service industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and financial wellness services alongside its portfolio management.