Sarah Dudley is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. She has been with Goldman Sachs since 2024 and has prior experience at firms including ClearBridge Investments and Franklin Templeton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to implement tailored portfolios through a combination of discretionary and non-discretionary managers.

Mark Scribner is a financial advisor at Wealth Enhancement Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, Kestra Investment Services, and Cetera Advisor Networks. Outside of finance, he operates a freelance photography business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Alison Boudreau is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has prior experience at L.L. Bean and the University of Massachusetts, Amherst. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary analytics and integrates resources across the Goldman Sachs affiliates to deliver comprehensive advisory solutions.

Sean Mccabe is a financial advisor with Guardian Life in Braintree, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, Inc., and NYL/Nylife Securities. Outside of advisory services, Sean serves as a trustee for the Weinguys trust. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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, access to proprietary wrap programs, third-party advisory solutions, and various financial planning and consulting services.

Chad Gutner is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Longtide Financial Partners. His career includes roles at Samuel Financial, Inc. and Commonwealth Financial Network. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Moniz is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Empower Retirement, Equitable Advisors, Axa Advisors, and Voya Financial. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within an administration platform linked to Empower’s recordkeeping and brokerage services.

Andrew Vernazza is a financial advisor with Creative Planning, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ferris Capital, LLC for ten years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques.

Benjamin Warren is a CFP® certificant with nine years of industry experience. He currently serves as a financial advisor at Voya Financial Advisors, Inc. in Boston, having previously worked at Manulife John Hancock Brokerage Services LLC, John Hancock, John Hancock Funds, Inc., LPL Financial, LLC, and Oxford Global Resources. Outside of his advisory role, he manages a duplex property where he resides in one unit and rents the other. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, employing a mix of in-house and external strategies with both discretionary and non-discretionary account management.

Daniel Sharkey is a financial advisor at Mariner with four years of industry experience. He holds a Series 65 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for 14 years. Mariner serves a diverse client base including high-net-worth 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 to implement customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Michael Syer is a CFP® professional at Mariner with eight years of industry experience. He has previously worked at Cerity Partners LLC, Bainco International Investors LLC, and The Colony Group. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers customized, discretionary portfolio management supported by an Investment Committee and in-house research, along with integrated tax services, family office capabilities, and employer financial wellness tools.

Pamela Basse is a Certified Financial Planner® (CFP®) with 28 years of industry experience. She has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC, where she has been active since 2008. Basse serves on the board of Be Inspired Together, a nonprofit focused on fundraising and providing mental health services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides comprehensive services such as plan design, compliance, fiduciary consulting, and investment management, serving large clients including sovereign wealth funds.

Timothy Ostrander is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has 20 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Outside of his advisory role, Ostrander serves on the Advisory Board at SUNY Geneseo and is Treasurer and a Finance Committee member for the Mass Mentoring Partnership Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and cross-affiliate capabilities to deliver tailored wealth management solutions.

Andrew Mason is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and four years of industry experience. He has operated Andrew J Mason CPA since 1989. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients with approximately $212.7 billion in assets under management.

Weili Yu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Yu worked at WFGIA and spent 17 years at Procter & Gamble. Yu is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Julie Sacchiero is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Mariner and previously spent 21 years at GW&K Investment Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational solutions for employer clients.

John Viola is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include eight years at John Hancock and ongoing involvement with Franklin Soccer School. Outside of financial services, he works as a sales associate at Home Depot. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and corporations, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Tyler Small is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Fidelity Investments and several academic and youth organizations, including the University of Massachusetts President's Office and the Milford-Hopedale Youth Soccer Association. He is also involved with Coyotes Lacrosse Club LLC. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations supported by both in-house and external strategists and technology tools, managing many accounts on a non-discretionary basis while offering some discretionary portfolio management options.

Michael Klier Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Armory Group LLC and ROTH Capital Partners, as well as teaching experience at Suffolk University. Outside the financial industry, he worked with Petrel Fishing Charters and J&B Tackle Co. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of financial planning and investment management services, combining model portfolios, technology-enabled tools, and both discretionary and non-discretionary account management.

Owen O’Brien is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for four years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products and technology-enabled tools.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is also a member of the finance committee for Envisioning Access, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s recommendations are based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.