Robert Phinney Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Raymond James and Associates for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Micheline Yacoub is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She also owns M.Y. Core Financials, LLC, through which she sells New York Life products and brokers non-registered insurance products. Yacoub volunteers with Community Consulting Teams of Boston, providing consulting services to local nonprofits. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages a substantial non-discretionary asset base, primarily serving defined contribution and defined benefit plans, charitable and corporate clients.

Charles Cote is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and held various roles including positions at DoorDash and the University of Rhode Island. 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 a range of financial planning and portfolio management services, utilizing both in-house and external strategists, model portfolios, and technology-enabled tools.

Chloe Green is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked at Bucknell Center for Career Advancement and Bucknell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams tailor plans using strategic allocation models and manager selections, supported by proprietary research and tools within the broader Goldman Sachs ecosystem.

Clark Page is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory role, Page is involved in various business activities related to financial services. 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, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internal management and third-party asset managers.

Richard Poitras is a financial advisor at Guardian Life and Park Avenue Securities with over 57 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2016, he has been associated with both Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, employing advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.

Michael Merrick is a financial advisor with GWN Securities Inc. in Natick, MA, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2015 and previously worked at Equitable Advisors from 2013 to 2015. Merrick also holds a life insurance agent license. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm uses a combination of discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers, with an emphasis on market-timing and momentum-based trading strategies in certain legacy programs.

Brad Champion is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 13 years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to clients’ needs.

Jesse Bateman is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2009. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Mark Kane is a CFP® with 15 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He previously worked at Atlantic Trust Company, N.A. from 2014 to 2017 and has been with CIBC National Trust Company since 2017. Kane serves as a board member for the American Heart Association, where he focuses on developing strategic initiatives and promoting collaborations with major partners including the NFL. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach blends an internal team with Relationship Managers and governance committees to create customized portfolios using both proprietary and external strategies, and it manages significant assets with a notably high advisor-to-assets ratio.

Patrick Leary is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience, including prior roles at Fidelity Investments and Newburyport Lighting. VOYA Financial Advisors, Inc. is a large enterprise advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and retirement advisory services through a range of investment products and combines internal and external strategies with technology tools to support client investment decisions.

Azadeh Ward is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

Muhammed Kaleel is a financial advisor at Farther with over 55 years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at Lincoln Financial Securities Corporation, OSAIC, and has owned Kaleel Investment Advisors, LLC and The Kaleel Company, Inc. Outside of advisory work, he serves as president of The Kaleel Company Insurance Agency, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equity, fixed income, and independent managers.

Mark Driscoll is a financial advisor with Focus Advisor Solutions, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fidelity Brokerage Services and Envestnet, Inc. Outside of his advisory work, he is a sports official, refereeing youth, high school, and college sports. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Guthrie Cook is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Cetera Investment Advisors LLC, Northwestern Mutual Investment Services LLC, and New York Life. Outside of his advisory role, Cook serves as a board member and co-chair of the nonprofit North Park Main Street, where he helps organize community events and engage with local business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm provides a combination of advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a supervisory framework.

Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and Rockefeller Capital Management. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, offering a range of discretionary and non-discretionary solutions including direct portfolio management, third-party managers, and customized managed account services.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for 12 years before joining Rockefeller Financial in 2023. 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 range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Robert Curran is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and MassMutual. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides various financial planning and consulting services tailored to client needs.