Joshua Alpert is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including positions at the University of Massachusetts Amherst and Needham Parks and Recreation. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of in-house and third-party strategies with a focus on non-discretionary client relationships and technology-enabled tools.

Gary Domoracki is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stifel, Barclays Capital Inc., Source Capital Group, Credit Suisse Securities, Lehman Brothers, and Pershing LLC. He is currently writing a book titled *Family Office Essentials: How to Prevent Family Wealth Destruction*. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and consulting services. The firm provides advisory solutions across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Brian Falconer is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, SagePoint Financial, and Securian Advisors of New England. Falconer serves as a board member of the National Association of Insurance and Financial Advisors Rhode Island chapter. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

Julie Lopes is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank, NA since 2013. Outside of her advisory role, she is a home decor creator and influencer for Rewardstyle.LTK, where she posts content and shares product links. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm offers portfolio management, financial planning support, and access to a wide range of investment options through a combination of affiliated and third-party sub-managers.

Kevin Connors is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and 6 years at Ameriprise Financial Services, LLC. He co-owns Ironsides Operational Support LLC, a legal entity used for practice management, where he assists with management and strategic decisions. 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, consulting, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management with a long-term investment approach.

Matthew Gordon is a CFP® professional based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC for 14 years prior to his current role at Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

Alexandra Rooney is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 65 licenses. Before joining Empower Advisory Group, she worked at GWFS Equities, Inc. for five years and has held various roles in organizations including Thayer Academy and Victress Capital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Vincent Vicidomini is a financial advisor at Mesirow Financial Investment Management, Inc. with 21 years of industry experience. He has been with Mesirow Financial since 2014 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm integrates proprietary private investment products with third-party managers, employs quantitative and qualitative due diligence, and offers access to affiliated feeder funds investing in institutional real estate and private equity.

Brian Kessel is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 designations and has two years of industry experience with prior roles at Fidelity Investments and the Rhode Island Executive Office of Commerce. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and external strategists, employing model portfolios and technology-driven tools to support predominantly non-discretionary client relationships.

Shawn Hayward is a CFP® and ChFC® with 17 years of experience in financial advising. He is currently with Voya Financial Advisors, Inc. and has previously worked at firms including Savvy, Sequoia Financial Group, Edward Jones, The Vanguard Group, Bank of America, Merrill Lynch, Scottrade, Santander Securities, and LPL Financial. He is based in Boston, MA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to manage mostly non-discretionary client relationships through a large network of advisors.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio strategies.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

Rafael Okon is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to support both discretionary and non-discretionary client relationships.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in energy and transportation sectors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Andrew Belastock is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. He has been with Focus Partners since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Luke Shapiro is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments and holds Series 63 and Series 66 designations. Voya Financial Advisors is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product platform.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Fidelity Investments and has been involved with organizations such as the National League of Cities and Boston University Tele Fund. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Cole Deletti is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work experience includes roles at Fidelity Investments and several small businesses in the hospitality and lending sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of model portfolios, third-party managers, and technology-enabled tools, operating primarily with client-authorized, non-discretionary account management.