Andrew Scanlon is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having previously worked at Eaton Vance Distributors, Inc. from 2014 to 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach utilizing a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

John Bliss is a financial advisor at 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 for three years and was involved with the University of Rhode Island and The Aquidneck Club in other capacities. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to support investment decisions, offering both non-discretionary and limited discretionary management options.

Alexis Mena is a financial advisor with Voya Financial Advisors, Inc. holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Voya, Alexis worked at Fidelity Investments and JMEL LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to tailor investment solutions, often operating on a non-discretionary basis with client authorization for trades.

Daniel Croll is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 65 designation and previously worked at Keenan Financial and held various roles at Lehigh University and ESL Federal Credit Union. Outside of finance, he was involved with Irondequoit Beer Company in 2020. 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 provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Keith Lucier is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to deliver primarily non-discretionary investment management through a large network of advisors.

Frederick Miller Jr. is a CFP® with 24 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2025. Prior to joining Beacon Pointe, he was with Sensible Financial Planning for 24 years and continues to oversee the transition of that advisory business following its acquisition. Miller also serves as a trustee responsible for overseeing the town endowment in Concord, MA. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Todd Stockwell is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory since 2023 and has prior experience with Adviser Investments, LLC and Fidelity, including Fidelity Brokerage Services. He is based in Boston, MA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic’s investment management and securities divisions. Outside of his advisory role, he serves on the Investment Committee of the MetroWest Health Foundation, a nonprofit focused on community health philanthropy. 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 a comprehensive range of portfolio management, financial planning, and investment services through a Private Advisor model and an integrated investment platform.

Keith Crowley is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Commonwealth since 2006 and was briefly affiliated with U.S. Financial Advisors the same year before joining LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Domenica Lurvey is a CFP®-designated financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has held positions at firms including Sachetta, LLC, NYLIFE Securities LLC, LPL Financial, and AXA Advisors. Allworth Financial serves a broad client base ranging from individual investors to charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and other wealth management services. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialist portfolios.

David Daniels is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has nine years of industry experience, including seven years at John Hancock. He joined VOYA Financial Advisors in 2025. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and third-party strategists and employs technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Richard Kelly is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience and has been associated with New York Life and its related entities since 1992. Outside of his advisory work, he serves as a Town of Norwood meeting member involved in budget review. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Valickus is a CFA® charterholder with one year of experience at Cerity Partners LLC. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Valickus is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Edward Ritchie is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at True North Financial Partners, Ritchie Financial, Nylife Securities Inc., and New York Life Insurance Company. He serves as an officer and director for Boston Area Youth Soccer. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.