Sawyer Rothmann is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. His prior work includes roles at Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including high-net-worth individuals, families, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Michael Kirkman is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. His prior experience includes roles at Kestra Investment Services, LLC and Accuidity Capital Management. Kirkman also serves as a registered field assistant with The Baker Group, providing client service and account support. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advice primarily through non-discretionary, recommendation-based programs and operates as both an SEC-registered investment adviser and broker-dealer.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. In addition to his advisory role since 2022, he has significant involvement in early childhood education, serving as a site coordinator at Kiddosland Child Development Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. 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, utilizing fundamental and technical analysis alongside modern portfolio theory.

Elizabeth Zhao is a financial advisor at Voya Financial Advisors, Inc. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at Dick's Sporting Goods, Boston University, and various other organizations in educational and technical fields. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Ian Cole is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside diversified strategies and affiliated service offerings.

Antoinette Russell is a financial advisor at Corient with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Eaton Vance WaterOak Advisors from 2010 to 2022. Russell has also been associated with CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and customized asset allocation.

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.

Philip Davis is a financial advisor with Commonwealth Financial Network based in Boston, MA, holding 15 years of industry experience. He has been associated with Kauffman and Davis PC since 1982. 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 hundreds of thousands of individual and institutional clients. The firm provides adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

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.

Kristin Bowser is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Cerity Partners LLC and previously held roles at Prio Wealth LP and BNY Mellon. She is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Charles Cote is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for four years and has professional experience in various roles including positions at DoorDash and the University of Rhode Island. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary recommendations and operating both as an SEC-registered investment adviser and a broker-dealer.

Daniel Linnehan is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Citizens Securities, Inc. based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

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.

Daniel Krall is a financial advisor with Oppenheimer in Boston, MA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Acadian Asset Management, BNY Mellon, RSM US LLP, and Boston College. He is also involved in Daniel Krall Wealth Solutions, LLC, a business related to tax filing and compensation from MML Investors Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and retirement services. The firm employs strategic and tactical asset allocation across multiple investment strategies and supports both discretionary and non-discretionary advisory relationships.

Hunter Pemrick is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, BHG Financial, and Goldman Sachs. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection supported by proprietary quantitative screening alongside third-party managers and individual securities.

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.

Rebecca Martel is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and three years of industry experience. She has been with Money Concepts Capital Corp and Quadrant Financial Services LLC since 2016. Outside of her advisory role, she is employed with R.A. Hall & Co, CPAs, LLC, where she performs clerical work related to CPA and tax preparation services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.