Chad Lizine is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has a varied background including roles at the University of South Carolina and other organizations. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, primarily providing non-discretionary advice with a preference for recommendation-based relationships.

Brian Lemay is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at NYLife Securities LLC, New York Life Insurance Company, Integrated Financial Partners, Fallon Health, Rollstone Bank & Trust, and Watchdog Security Systems. He also has a background in education, having worked at Bentley University, Cushing Academy, and Overlook Middle School. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

Alexander Abramo is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments, LPL Financial LLC, and Apex Entertainment. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm delivers advice through multiple program structures, predominantly via non-discretionary recommendations, while operating as both an SEC-registered investment adviser and a broker-dealer.

Jonathan Caplan is a financial advisor with Commonwealth Financial Network in Canton, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience and has worked at several firms including Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Citizens Securities, Inc. He is currently associated with Caplan Wealth Partners 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 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and comprehensive back-office services.

Matthew Burnett is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Boston, MA. He has held positions at The Vanguard Group and Charles Schwab & Co., Inc. prior to his current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit of Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Haley Pink is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management among other firms. Haley is based in Boston, MA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Christopher Veneto is a financial advisor at Farther with 19 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northstar Capital Inc. for 18 years before joining Farther in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Joshua Alpert is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles outside the financial industry, including positions related to recreation and education. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based relationships.

Gary Domoracki is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Stifel, Barclays Capital, Source Capital Group, Credit Suisse Securities, Lehman Brothers, and Pershing. He is currently writing a book on family office management titled *Family Office Essentials: How to Prevent Family Wealth Destruction*. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on strategic asset allocation and manager selection.

Brian Falconer is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, SagePoint Financial, and Securian Advisors of New England. Falconer serves as a board member of the National Association of Insurance and Financial Advisors Rhode Island chapter. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

Julie Lopes is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank, NA since 2013. Outside of her advisory role, she is a home decor creator and influencer for Rewardstyle.LTK, where she posts content and shares product links. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm offers portfolio management, financial planning support, and access to a wide range of investment options through a combination of affiliated and third-party sub-managers.

Kevin Connors is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. His prior experience includes 17 years at Ameriprise Financial Services, Inc. and 6 years at Ameriprise Financial Services, LLC. He co-owns Ironsides Operational Support LLC, a legal entity used for practice management, where he assists with management and strategic decisions. Integrated Wealth Concepts LLC 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, consulting, family office, and retirement plan advisory services, utilizing customized portfolios and a mix of internal and third-party management with a long-term investment approach.

Matthew Gordon is a CFP® professional based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC for 14 years prior to his current role at Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

Alexandra Rooney is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at GWFS Equities, Inc. for five years before joining her current firm. Outside of her advisory role, she has experience in promotional activities through her work with Dope Promotions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and annual portfolio rebalancing, operating within the framework set by plan sponsors.

Vincent Vicidomini is a financial advisor at Mesirow Financial Investment Management, Inc. with 21 years of industry experience. He has been with Mesirow Financial since 2014 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm integrates proprietary private investment products with third-party managers, employs quantitative and qualitative due diligence, and offers access to affiliated feeder funds investing in institutional real estate and private equity.

Brian Kessel is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments and the Rhode Island Executive Office of Commerce. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures with a focus on non-discretionary, recommendation-based advice.

Shawn Hayward is a CFP® and ChFC® with 17 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and has previously worked at firms including Savvy, Sequoia Financial Group, Edward Jones, The Vanguard Group, Bank of America, Merrill Lynch, and Scottrade. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with an emphasis on non-discretionary, recommendation-based advice.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio strategies.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.