Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2022, she worked at Daintree Advisors LLC for 11 years. Shahian serves as a trustee and member of the finance committee at Gordon College and is also on the board and finance committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Richard Fingerman is a CFP® professional with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he worked for Financial Planning Solutions, LLC for 12 years. Outside of his advisory role, he has maintained a small rental real estate business since 1982. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm emphasizes manager selection through a proprietary due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Nicolas Souffrant Jr. is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 registrations and 22 years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, Citizens Bank, and Merrill. Outside of his advisory work, he maintains involvement in rental property management. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm integrates in-house and external strategies with technology-enabled tools to manage a range of account types, primarily through non-discretionary client-authorized arrangements.

Erin Babineau is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. Her work history includes roles at Blakely Financial, Raymond James Financial Services, and Lightship Wealth Strategies. Outside of financial advisory, she has operated Babineau CPA LLC and has experience working in a university budget and financial office. 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 with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Russell Broad is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds ownership and a treasurer position at Trico Inc, a contracted service provider for FedEx Ground. Additionally, he is a partial owner of a harness racing horse, which he owns as a hobby with family members. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, trading, compliance, and practice-management support.

Colleen Tchorz is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Guaranty Mortgage Corp from 2016 to 2019. Tchorz has been with Empower Retirement since 2019. 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 clients. The firm’s approach integrates proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions within a large, scaled platform.

Justin Amico is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has worked at CIBC Private Wealth Management since 2007. CIBC Private Wealth Advisors offers a range of investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Scott Harrison is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Santander Securities and People's United Advisors. Harrison is currently based in Woburn, MA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Nicolay Siclunov is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at PowerScore, Inc. for one year. 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 range of programs including asset management, consulting, and retirement services, with advisory approaches that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Elisabeth Zimmerman is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously spent 36 years at O'Brien Wealth Partners LLC, where she was part of the firm through its transition and acquisition by Mercer. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and attractive returns through diversified asset allocation, utilizing mutual funds, ETFs, and selective use of interval and ESG-focused funds.

Mark Fantasia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Voya, he spent two years at Merrill. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm providing 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 integrates model portfolios, technology-driven tools, and a combination of discretionary and non-discretionary management approaches.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Samuel Matias is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments for two years and has held roles in higher education and retail prior to his financial career. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension 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 outside strategists, model portfolios, and technology-enabled tools.

Olurotimi Sulaiman is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and held various positions outside of finance, including roles at Walgreens Pharmacy and involvement with local churches. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives, combining model portfolios and technology-enabled tools to provide both discretionary and non-discretionary investment management.

Sean Condon is a financial advisor with Eagle Strategies (New York Life) based in Danvers, MA. He holds Series 63 and Series 66 registrations and has 17 years of industry experience. His prior work includes roles at Condon Financial & Insurance Services and McCarthy Financial, LLC. Condon serves on the board of The Wilson House, a nonprofit preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous, where he acts as treasurer. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis through a broad network of affiliated advisers within the New York Life affiliate structure.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Ian Hannafin is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at GW&K Investment Management and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a combination of in-house and external strategists, using technology-enabled tools and model portfolios to implement investment recommendations.

Jacob Tristine is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years and has additional experience with Slanté Management and Amwins Group Benefits, LLC. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of investment adviser representatives. The firm offers both discretionary and non-discretionary account management, utilizing model portfolios and technology-enabled tools to implement client investment strategies.