Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. 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, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and using model and wrap programs it directly sponsors.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Erick Colon is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory roles, Colon serves on the boards of Greater Manchester Habitat for Humanity and the YMCA Advisory Board, and he is active in financial education through public speaking engagements. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm’s approach emphasizes client-directed implementation and oversight, managing the majority of assets on a non-discretionary basis.

Landon Wriedt is a CFP® with six years of industry experience, currently advising at Voya Financial Advisors, Inc. He has held positions at Charles Schwab Investment Management, Charles Schwab Bank, and State Street Bank & Trust. Outside of finance, he has experience working in the restaurant industry. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Stephen Morris is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Voya Financial Advisors, Inc. and previously worked at Rise North Capital, Wells Fargo Advisors, and has experience in educational and service roles prior to his advisory career. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based programs and operates both as an SEC-registered investment adviser and broker-dealer.

Thomas Gill III is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has been with Voya since 2025 and previously worked in various roles across sectors including technology and education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Patrick Furnari is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Capital Analysts since 2002 and also works with Lincoln Investment. Outside of his advisory role, he provides consulting services related to business operations and refinancing through Tactical Solutions, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, and it maintains affiliations with Lincoln Investment and Pershing/BNY that influence product offerings and client servicing.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Powers is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Fidelity Investments and Edward Jones. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, with an emphasis on recommendation-based, non-discretionary advice.

Andrew Svonovec is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Movement Mortgage, Driven Brands, and NexRev LLC, as well as several years in educational and service positions. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary advisory services alongside its broker-dealer capabilities.

Michael O'Brien is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the Series 63, Series 65, and Series 66 securities licenses and has worked previously at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of his advisory role, he is a co-manager of OWL Sanitation, LLC, a business providing trash barrel sanitation services in Boston. Cerity Partners offers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs across a variety of investment vehicles.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at The Colony Group, LLC and Cantella & Company Inc. from 2017 to 2025, with additional experience at Commonwealth Financial Network and Clark University Graduate School of Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, charitable organizations, and institutional investors, with an investment approach that combines proprietary quantitative screens and third-party managers alongside direct securities.

Susan Plunkett is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of managed account options and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Daniel Desmarais is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and previously worked at Fidelity Investments and Cammack Retirement Group. His background also includes positions at Villanova University and the Town of Weston. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Dylan Lemis is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Voya, he worked at Sentinel Group and Equitable Advisors, LLC. Outside of his advisory role, Dylan has experience working in the hospitality industry as a server and bartender. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, often emphasizing recommendation-based relationships over discretionary management.

Andrew Barton is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include working at Fidelity Investments and involvement with Crystal Lake Golf Club and Blue Hill Country Club. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, providing services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures and both advisory and brokerage channels.

Robert Devinney is a CFP® professional with 12 years of industry experience, currently advising at Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Prio Wealth LP for five years and Fidelity Investments for three years. He holds Series 66 and Series 63 licenses. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.