Aidan Magnotta is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Fidelity Investments, Stifel, and roles at the University of Rhode Island and MAP Estate Planning. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and corporate and charitable clients. The firm offers financial planning, portfolio management, and brokerage services, delivering advice through Investment Adviser Representatives using a range of strategies and third-party managers.

Greta Ferguson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working in various roles including at Mercer Global Advisors, Murraysmith, Inc., and educational institutions such as Boston College and Oregon Episcopal School. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and various implementation options.

Joshua Perez is a CFA® charterholder with eight years at Breckinridge Capital Advisors Inc and a total of 15 years in the financial industry, including seven years at Sun Life Financial. He is based in Boston, MA. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down committee outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Jianhua Yao is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. Outside of advising, he works as a research scientist in pharmaceutical research. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs alongside an integrated retirement plan ecosystem.

Kelly Hudak is a CFP® professional with 22 years of industry experience, currently with Integrated Wealth Concepts LLC since 2026. She previously worked at Ameriprise Financial Services, Inc. and its affiliate from 2004 to 2026. Outside of advisory work, Hudak co-owns several real estate-related entities and is involved with a marketing and educational business, Sarson Funds, LLC. 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, and family office services, employing a primarily long-term investment approach while utilizing internal and third-party asset management.

Michael Hebert is a financial advisor at Mariner Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 19 years and First National Advisors LLC for 28 years. Hebert also serves as a Notary Public for the State of Massachusetts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services, including specialized CFO capabilities and a Financial Wellness Platform for employers.

Douglas Rogers is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank. Rogers serves as an at-large trustee for Friends of Reading Scouting, a volunteer organization supporting local scouting programs. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, and charitable clients, offering asset allocation, fiduciary support, and third-party manager selection programs. The firm integrates inter-affiliate resources and utilizes both discretionary and non-discretionary investment approaches.

Charlotte Sigg is a financial advisor at Oppenheimer with a Series 65 credential and one year of industry experience. Prior to joining Oppenheimer, she held positions at Whole Foods, Keenan Financial, and other firms. Outside of her advisory role, she is also a licensed insurance agent and occasionally offers clients insurance products. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation across multiple asset classes.

Kaelyn Marsano is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Timothy Havern is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Commonwealth Financial Network, Raymond James & Associates, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Connor Sullivan is a CFP® with eight years of industry experience based in Boston, MA. He has worked at The Colony Group, LLC since 2013. Sullivan holds the Series 63 license in addition to his CFP® designation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an “enhanced open architecture” framework, combining active and passive strategies along with various specialized investment options.

Thomas Mc Donnell is a financial advisor at Corient with three years of industry experience and holds a Series 65 credential. His prior work history includes roles at Socius Family Office, Morgan Stanley, and The Sports Family, LLC. Mc Donnell also has a background in collegiate football, having been part of teams at Ohio State University and Cornell University. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and offering affiliated private fund capabilities.

Abigail Gonzalez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs LLC and Goldman Sachs Ayco. Outside of finance, she has experience in the hospitality industry, including roles at Delmonico's Italian Steakhouse and Guptills Ice Cream. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide a wide range of advisory services and investment strategies.

Brennan Moore is a CFA® charterholder with 18 years of industry experience, currently serving at Kestra Advisory since 2018. He also holds roles at Kestra Investment Services, LLC and NFP Retirement, focusing on retirement plan analysis and investment reviews for corporate retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves various client types, including sovereign wealth funds.

William Bestgen Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including two separate tenures at Commonwealth totaling over three decades and ownership of Bestgen Wealth Management, LLC. Outside of advisory work, he serves as a trustee for a corporate retirement plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering access to discretionary model portfolios and multiple program structures.

Roderick Macdonald is a CFP® with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked for The Colony Group, LLC for ten years. Outside of advisory work, he is an owner, officer, and director of several companies involved in investment real estate, dedicating 5-10 hours weekly to these activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, employing a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Mcgunigle is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior experience includes roles at Fidelity Investments and Enterprise Bank. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm uses a combination of model portfolios, affiliated strategies, and third-party managers, primarily managing assets on a non-discretionary basis.

Jordan Fauci is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Outside of finance, he operates Fauci Sports Nutrition, a business he has managed since 2012. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs featuring both discretionary and non-discretionary management, supported by an extensive affiliate network and multiple custodial relationships.

Khurram Gillani is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. He holds a Series 65 designation and has been with Breckinridge Capital Advisors since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and features a distinctive operational structure as a Massachusetts Benefit Corporation and certified B Corp.

Jeffrey Craig is a Certified Financial Planner® with 20 years of industry experience. He has been with The Colony Group, LLC since 2003. He holds the Series 66 license and is based in Hingham, MA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.