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.

Joshua Sullivan is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Bank. Outside of his advisory work, he serves as Secretary for the Hooksett Flag Football League in Hooksett, New Hampshire. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a range of strategic and tactical asset allocation portfolios that incorporate affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

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.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Charlotte Sigg is an investment adviser representative with Oppenheimer in Boston, MA. She holds Series 65 and Series 63 licenses and has been with Oppenheimer since 2026. Prior to joining the firm, she worked in various roles including positions at Whole Foods and Keenan Financial. Sigg is also a licensed insurance agent and occasionally offers insurance products to clients. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of investment programs and advisory services, including discretionary and non-discretionary asset management, financial planning, and consulting.

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 at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Commonwealth Financial Network, Raymond James & Associates, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Connor Sullivan is a CFP® professional with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2013. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including investment management, financial and tax planning, and private fund access.

Alison Wilcox is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and five years of industry experience. She has worked at Commonwealth since 2019 and was previously with Axial Financial Group and Doble LeBranti Financial Group. 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 over $200 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and back-office services.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Thomas Mc Donnell is a financial advisor at Corient with four years of industry experience and holds a Series 65 designation. His prior roles include positions at Socius Family Office, Morgan Stanley, and involvement with collegiate football programs at Ohio State University and Cornell University. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives, while also offering specialized private fund and trust services through affiliated platforms.

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.

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2019. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, emphasizing integrated solutions aligned with Empower’s recordkeeping and administrative platforms.

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Pallas Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles including mutual funds, ETFs, individual securities, and private funds.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.

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.

Daniel Coleman Jr. is a CFP® professional with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, LP and BNY Mellon Wealth Management, Family Office. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach focuses on client-specific profiles and asset allocation, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.