Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Mohammed El Kassem is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Bank of America and Merrill. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary management through a large network of investment adviser representatives.

Shreyans Patel is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Fidelity Brokerage Services LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer providing financial planning, portfolio management, retirement-plan services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients through a large network of representatives and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.

Chloe Warren is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments and Merrill. Outside of advising, she works as a fitness instructor teaching Megaformer Pilates and has experience as an independent contractor delivering groceries. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver customized investment solutions, operating primarily on a non-discretionary basis with some discretionary management options.

Griffin Coates is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Keenan Financial and The SEFA Group. Outside of his advisory role, Coates serves as the head coach for a third-grade soccer team with The Soccer Unity Project in Boston. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that blends passive and active management and utilizes quantitative, momentum, and fundamental analysis.

Christopher Mcmorrow is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services LLC, John Hancock, and Fidelity Investments. Voya Financial Advisors, Inc. serves individual, pension, charitable, and corporate clients through financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with model portfolios and technology tools to deliver both discretionary and non-discretionary investment solutions.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

David Lucier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior roles include positions at Janus Distributors LLC, Dane Street, and RFS Partners. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Paul Roy IV is a CFP® and CFA® with 20 years of industry experience. He is currently with &Partners in Boston, having joined the firm in 2024 after eight years at Wells Fargo Clearing. He holds the Series 66 designation. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies.

Nicholas Gopaul is a financial advisor with VOYA Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining VOYA, he worked at Fidelity Investments and has a varied background including roles at Ajax Development, GNC, and FJ Auto Sales Ltd. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations through a mix of discretionary and non-discretionary management.

James Wall is a CFP® professional affiliated with Oppenheimer in Boston, MA, with 10 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves a diverse client base, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across discretionary and non-discretionary accounts, employing strategic and tactical asset allocation, manager selection, and tailored consulting and retirement services.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.

Kevin Callaghan is a financial advisor at TIAA-CREF in Boston, MA, with 22 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as president of Harvard Youth Lacrosse, an organization that provides lacrosse opportunities for children at Harvard. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.

Abbott Lawrence is a CFA® charterholder with one year of industry experience. He currently works at Corient in Boston, having joined the firm in 2025 after a 13-year tenure at Boston Common Asset Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Jesse Thurman is a CFP® professional at Schwab Wealth Advisory, Inc. with eight years of industry experience. His background includes roles at The Vanguard Group, Inc., Commonwealth Financial Network, and Freedom Trail Financial before joining Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach is based on standardized asset-allocation models and internal research tools, emphasizing client authorization for trades and tailored recommendations aligned with each client’s goals and risk tolerance.

Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Bernard Gillis is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Rise Private Wealth Management and several organizations outside finance, such as The Cookie Monstah and Kingman Yacht Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary financial planning tools with managed account solutions, focusing on long-term portfolio returns and regular rebalancing within plan lineups selected by sponsors.

Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. 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, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Kent Forkner is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Veriti Management LLC and Daintree Advisors LLC. Outside of his advisory role, he serves as a volunteer member of the investment committee for Christian Camps & Conferences, Inc., assisting in asset allocation and manager selection. Cerity Partners provides customized wealth management services to a diverse client base including individuals, families, trusts, estates, and institutional investors. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Anthony Distasio is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at John Hancock and Fidelity Investments. Outside of finance, he has worked in the hospitality sector and at the University of Massachusetts Lowell. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party products, using technology-enabled tools and model portfolios to implement its recommendations.