Kyle Coden is a financial advisor at Mariner based in Boston, MA. He holds a Series 65 designation and joined Mariner in 2025 after completing his education. His prior work experience includes roles in education and the service industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and financial wellness services alongside its portfolio management.

Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA 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 employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Brian Gotta is a financial advisor at United Planners' Financial Services of America with Series 63 and Series 65 credentials and 42 years of industry experience. He has held roles at Gotta Retirement Services, Inc. and Ye Olde Garrison Inc., the latter being a real estate sales and property management business he owns. He is also a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets.

Bradley Wilson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth LLC, and Boston Private Wealth LLC. CIBC Private Wealth Advisors offers 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 utilizes a combination of proprietary and external strategies, supported by internal investment and governance teams, to deliver customized portfolio management and family office services.

Steven Graziano is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edelman Financial Engines and MFS Fund Distributors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Nicholas Elkins is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and BDO USA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that 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 across a broad range of investment programs.

Teresa Finigan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Voya Financial Partners since 2014 and has operated Finigan & Associates since 2018. Additionally, she is a licensed independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment approach using model portfolios, external strategists, and technology tools, and manages relationships primarily on a non-discretionary basis, combining financial planning, portfolio management, and retirement advisory services.

Blake Hopkins is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Santander Securities, LLC and Santander Bank, NA. Hopkins is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and commission-based insurance and brokerage products.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Hagopian is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Commonwealth in 2019. Outside of his advisory role, he is the president and owner of Planet On The Web, a separate business based in Dover, MA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Brian Kelleher is a financial advisor at Breckinridge Capital Advisors Inc with 14 years at the firm and three years of industry experience. He holds a Series 65 credential and is based in Boston, MA. 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 and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Boris Lokshin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including longstanding roles at Berkshire Equity Sales, Inc. and Berkshire Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Cetera Advisor Networks, Pangea Wealth, and John Hancock. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity involved in 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, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Chirag Shah is a financial advisor at Integrated Wealth Concepts LLC in Needham, MA, with four years of industry experience. He has worked at Integrated Wealth Concepts since 2021 and has a background that includes a long-term role at Ophthalmic Consultants of Boston. 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, family office, and retirement plan advisory services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Alan Zwicker is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Zwicker also provides administrative support to Goodman Advisory Group, an independent investment advisory firm. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with client authorization required for trades.

Scott Smith is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management and Banc of America Investment Services. In addition to advisory work, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Gabriel Vides is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services, J.P. Morgan, Merrill, and Bank of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products in predominantly non-discretionary client relationships.

Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2022, she worked at Daintree Advisors LLC for 11 years. Shahian serves as a trustee and member of the finance committee at Gordon College and is also on the board and finance committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.