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 financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs. Outside of her advisory role, she contributes part-time to The Global Horizon Press, assisting with college preparation and providing weekly news article summaries. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations through financial planning, portfolio management, and retirement advisory services. The firm employs both discretionary and non-discretionary management strategies, combining in-house and third-party resources to implement model allocations and investment policy statements.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. His background includes roles at Nuveen Asset Management, Nuveen Securities, Columbia Management Investment Advisers, Bofa Advisors, and multiple positions within TIAA. He holds Series 65 and Series 66 licenses. Robbins serves as a trustee for a condominium association in Boston, overseeing its operating account and bill payments. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model-based 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.

Landon Wriedt is a CFP® professional with six years of industry experience currently with Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at State Street Bank & Trust and Charles Schwab Investment Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services, employing a combination of in-house and external strategists and technology tools to implement mostly non-discretionary client relationships.

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. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, UMA and wrap programs, and other retirement services, integrating in-house and external strategists with technology-enabled tools to implement client-specific investment strategies.

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 at Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has been with Voya since 2025. Prior to joining Voya, he held roles at BeyondTrust, MoneyLion, and WB&B Executive Search. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to a variety of clients including individuals, pension plans, and charitable organizations. The firm uses a combination of in-house and external strategists along with technology-enabled tools to implement client recommendations, operating in both advisory and broker-dealer capacities.

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 at Voya Financial Advisors, Inc. based in Boston, MA, with seven years of industry experience. He holds a Series 66 license and has previously worked at Fidelity Investments and Edward Jones. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies, managing many accounts on a non-discretionary basis while also offering certain discretionary management programs.

Andrew Svonovec is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2026. Prior to joining VOYA, he held roles in the mortgage and retail sectors and has experience in education and business operations. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael O’Brien is a financial advisor at Cerity Partners LLC with six years of industry experience. His prior roles include positions at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of his advisory work, 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 diverse national client base, including individuals, families, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and operates multiple private-market offerings alongside affiliated pension consulting and insurance services.

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.

Daniel Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and Cammack Retirement Group. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services through a large network of advisers, combining in-house and external strategists with technology-driven tools to implement investment recommendations.