Matthew Flaherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill. Outside of his advisory role, he is employed part-time in the hospitality sector as a waiter and bartender. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary management through a network of investment adviser representatives.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 65 designation and previously worked for The Colony Group, LLC for 11 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Anthony Maenhout is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at HighTower Advisors and Willis Towers Watson, with an academic background at Bentley University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans. The firm offers financial planning and asset management through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Lauren Dowling 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 Fidelity Investments. Outside of finance, she spent time working at Rise N Shine Diner. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists alongside technology-enabled tools to implement investment recommendations.

Erick Caledonia is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes multiple roles within Voya-affiliated entities since 2001. Voya Financial Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a combination of in-house and third-party strategies, with a focus on client authorization for trades in many accounts.

Patricia Rusu is a financial advisor at First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her career includes a decade at Morgan Stanley and roles at RBC Capital Markets and McSoley McCoy prior to joining her current firm in 2025. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm uses a client-centered process involving fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering both discretionary and non-discretionary account options.

Thomas Valeo is a financial advisor with Oppenheimer based in Boston, MA. He holds Series 63 and Series 65 credentials and has 56 years of industry experience. Since 2003, he has been associated with Fahnestock & Co. Inc., a division within Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

William Steele is a financial advisor at VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists along with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

Brandon Arnold is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Sawyer Rothmann is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with Cerity Partners LLC in Boston, MA, where he has worked since 2021. Prior to this, he was with Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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 at Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at Kestra Investment Services, LLC and Accuidity Capital Management. Outside of his advisory role, he has served as a registered field assistant with The Baker Group. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategies with a focus on both discretionary and non-discretionary account management.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. In addition to advising, Ou is involved in child care business operations 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 through proprietary and third-party investment solutions.

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 with Voya Financial Advisors, Inc. in Boston, MA. She holds a Series 66 designation and began her advisory career in 2025. Prior to joining Voya, she held positions at Dick's Sporting Goods, Epoch Labs, and Massachusetts Institute of Technology iHQ, among others. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement services through a combination of in-house and external strategists, technology-enabled tools, and a network of investment adviser representatives.

Ian Cole is a CFA® charterholder based in Boston, MA, with 14 years of industry experience. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Antoinette Russell is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Corient in Boston, MA. Her prior experience includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, Calibre Advisory Services, and Tanager Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party solutions, employing continuous portfolio monitoring and risk management tools.

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.