Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

Mikayla Michienzi is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Morgan Stanley Private Bank and Schneider Associates. Outside of her advisory work, she is involved with CorePower Yoga in Boston, supporting studio operations. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment and retirement services through both discretionary and non-discretionary strategies. The firm combines asset management, consulting, and financial planning with custody of client assets and a mix of fee-based and commission-based programs.

Mark Panarese is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes longstanding roles within Rockefeller-affiliated firms, dating back to 2004. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Brooke Smith is a financial advisor with Commonwealth Financial Network and co-owner of OpenRoad Wealth Advisors, LLC. She holds a Series 66 designation and has two years of industry experience. Prior to her current roles, she worked at Edward Jones and has experience in other industries including operations at Freight Farms, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and multiple program structures.

Kenneth Connors is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, combining discretionary and non-discretionary management with oversight from dedicated research and advisory teams.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Voya, she worked at Fidelity Investments and has diverse experience in other fields including hospitality and retail. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice via non-discretionary relationships.

David Shnitzer is a CFP® with 21 years of industry experience, currently serving as a managing partner and wealth advisor at Capital Analysts. He previously spent 19 years with Ameriprise Financial Services and holds a founding board member role and treasurer position at Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary mutual fund screening. The firm is affiliated with Lincoln Investment and manages approximately $8.8 billion through a network of several hundred advisors.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP, where she worked for several years across multiple affiliated entities. 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 offers various financial planning and portfolio management services through multiple program structures, with a mix of non-discretionary and commission-based offerings.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Adam Armstrong is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, and Fisher Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Jacob Dickson is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

Jonathan Sullivan is a financial advisor with Guardian Life in Needham, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in an insurance broker group specializing in group medical, dental, disability, and life coverage for small businesses. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management and a hybrid digital advisory solution.

David Tremblay is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Michael Carretta is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 18 years of industry experience, including over two decades with Commonwealth and most recently joining LPL Financial LLC. He is based in Waltham, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, providing various investment options through both internal and external model portfolios.

Brett Lonergan is a CFP® and CFA® with seven years of industry experience. He currently operates a financial services practice through his ownership in Northward Financial Group and is affiliated with Private Advisor Group, LLC. His prior experience includes roles at Washington Trust Advisors, Inc. and Weston Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions like WealthSuite.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 credentials with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, 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.