Erin Manganello is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012 and at Mintz Levin Financial Advisors LLC from 2005 to 2012. Manganello is based in Hingham, MA. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm provides wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Juan Restrepo Vanegas is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Bank of America, Merrill, and American Consumer Credit Counseling. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and select retail clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Shane Comeau is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Morgan Stanley. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary account management.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Muriel Dol is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs. Outside of her advisory role, she contributes part-time to The Global Horizon Press, assisting with college preparation and providing weekly news article summaries. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations through financial planning, portfolio management, and retirement advisory services. The firm employs both discretionary and non-discretionary management strategies, combining in-house and third-party resources to implement model allocations and investment policy statements.

Nathan Law is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses. He has 17 years of industry experience and has been affiliated with Commonwealth since 2011 and Wells Financial Partners since 2016. Law is also a co-owner of Wells Financial Partners, LLC and owns Invest 365 LLC, entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from various securities and insurance products.

Brett Saide is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Financial Partners, LLC and Commonwealth Financial Network since 2016, and previously at IDS Life Insurance Company and American Express Financial Advisors. Outside of his advisory role, he is a long-term co-owner of Liquor Land. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Alex Burns is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023. Outside of his advisory role, he serves as a broker for Justworks, providing workforce administration services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions using both advisor-led discretionary strategies and model-based programs, supported by proprietary platforms and third-party providers.

Gerard Frawley is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Guardian Life and its related entity since 2008. In addition to his advisory role, he is involved in selling long-term care, life insurance, disability insurance, and fixed annuities. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Robert Furlong is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he is involved with ProVisors, a professional community for trusted advisors, and serves as executor of an estate. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party platforms, including a digital advisory solution.

Landon Wriedt is a CFP® professional with six years of industry experience currently with Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at State Street Bank & Trust and Charles Schwab Investment Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services, employing a combination of in-house and external strategists and technology tools to implement mostly non-discretionary client relationships.

Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Stephen Morris is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Rise North Capital and Wells Fargo Advisors. 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 financial planning, portfolio management, UMA and wrap programs, and other retirement services, integrating in-house and external strategists with technology-enabled tools to implement client-specific investment strategies.

Thomas Gill III is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has been with Voya since 2025. Prior to joining Voya, he held roles at BeyondTrust, MoneyLion, and WB&B Executive Search. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to a variety of clients including individuals, pension plans, and charitable organizations. The firm uses a combination of in-house and external strategists along with technology-enabled tools to implement client recommendations, operating in both advisory and broker-dealer capacities.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Powers is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Edward Jones. 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 financial planning, portfolio management, and various advisory programs through a network of representatives, combining model portfolios with technology-enabled tools to support mostly non-discretionary client relationships.

Andrew Svonovec is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2026. Prior to joining VOYA, he held roles in the mortgage and retail sectors and has experience in education and business operations. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Daniel Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and Cammack Retirement Group. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services through a large network of advisers, combining in-house and external strategists with technology-driven tools to implement investment recommendations.

Dylan Lemis is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Sentinel Group and Equitable Advisors, LLC. Outside of finance, he has worked as a server and bartender at The Hourly Oyster House. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using investment policy statements, model portfolios, and technology-enabled tools across both discretionary and non-discretionary arrangements.