Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles including positions at Needham Public Schools and the University of New Hampshire. He has also been involved with community organizations such as the Dedham Country & Polo Club and Needham Pool and Racquet Club. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice with a mix of discretionary and non-discretionary arrangements.

Stephen Petersen is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

John Walsh is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments, State Street, and Brown & Brown. Walsh also has experience in educational roles, including time spent at Bryant University and Milton High School. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based relationships.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he serves as a flag referee for youth flag football and delivers food as a Dasher for DoorDash. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through a range of program structures, emphasizing non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer roles.

Shakeeb Syed is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior roles include positions at Merrill Lynch and Avantax Wealth Management, as well as involvement in real estate and tax preparation through his ownership of One Liberty Financial LLC and work with S.B &A Realty Group Inc. He is also active with Helping Hands Community Partners and has experience as a mortgage loan originator and insurance agent. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs, including proprietary model portfolios and third-party managers, with discretionary and non-discretionary options.

Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Richard Belofsky is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, and The Bulfinch Group LLC. He teaches adult education classes on retirement-related topics in Arlington, MA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Commonwealth since 1994 and is also the managing partner of Beacon Investment Management, LLC, a private securities business. Additionally, he serves as a co-trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion to construct client portfolios using diverse securities and insurance products alongside firm-managed model portfolios.

Ethan Howe is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, including Unified Managed Account wrap programs and third-party money manager access.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Thomas Vesey is a financial advisor with Commonwealth Financial Network based in Canton, MA, holding eight years of industry experience. He has operated Thomas Vesey Consulting since 2015. 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 managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, retirement consulting, and custody services.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Hannah Aronowitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. serves a diverse range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. She has been with TD-affiliated firms since 2008, including TD Bank N.A. and TD Private Client Wealth LLC. Outside of her advisory role, she serves as secretary of Southpike Auto Inc., a used auto sales and service business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing both affiliated and third-party managers through a platform supported by Envestnet and Pershing.