Anne Kelly is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Putnam Investments Putnam Retail Management for 32 years and has held roles at Empower Retirement and First Republic. 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

David Beatty is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. He is currently with Cerity Partners LLC and has held prior roles at First Trust Direct Indexing LP, Entwood Holdings LLC, Veriti Management LLC, and Daintree Advisors LLC. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a broad set of affiliated capabilities.

Stewart Staunton is a financial advisor at Rockefeller Financial LLC based in Boston, MA, holding a Series 66 designation with seven years of industry experience. He has worked within various entities of the Rockefeller organization since 2021 and previously held roles at Wells Fargo Clearing and Randstad Professionals. 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 range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

David Chapin is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked at Guardian Life, Park Avenue Securities, Equitable Advisors, and Corebridge Financial. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage, financial planning, and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of discretionary and non-discretionary investment solutions, including proprietary and third-party models, and integrates insurance products as part of its service offerings.

Jeffrey Covitz is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2020, following roles at Epg Incorporated and Stoneham Bank. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate clients, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.

Christopher Kheirallah is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, Merrill, and Dagher Financial LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, pension 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, utilizing both affiliated and unaffiliated investment products.

Kimberly Flynn is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Cerity Partners LLC and has previously held roles at firms including Carson Wealth, Prudential Insurance Company of America, and LPL Financial. Flynn is based in Boston, MA. Cerity Partners provides customized wealth management services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm employs tailored asset allocation and manager selection strategies, offers access to alternative and private-market investments, and maintains affiliated practices in pension consulting, insurance, and venture investments.

Jose Estrada is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at Fidelity Investments for four years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment solutions through a large network of advisors.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior experience includes time as a college student and a year of unemployment before joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Francis Leonard is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with VOYA Financial Advisors since 2014. Leonard is also an independent insurance agent and partner in a financial services firm specializing in insurance and investment products. 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 through financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-centered investment solutions.

Clifford Caplan is a CFP® with 45 years of industry experience, currently serving at Caplan Wealth Partners and Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. since 1981. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets through a mix of managed-account programs, third-party asset managers, and custodial services.

Michael Flynn is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments for two years. Outside of his advisory role, he is involved with the Dedham Country & Polo Club. Voya Financial Advisors, Inc. is a large enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategies, model portfolios, and technology tools to serve clients through both advisory and broker-dealer capacities.

Allison Wooten is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Advisors, Truist Investment Services, and BB&T Securities. She also provides administrative support to Integrated Financial Partners, an independent investment advisor firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term approach.

Jonathan Stuart is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He previously worked at Northwestern Mutual Investment Services and Windhaven Investment Management. Jonathan is a trustee on the Board of Worcester Academy, where he contributes to the school’s strategic direction. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for all trades and offers at-least-annual portfolio reviews tailored to individual goals and risk tolerance.

Colleen Richards is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Ameritas Investment Corp since 2012. In addition to her advisory role, Richards manages operational and client service tasks for Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to create customized portfolios.

Tess Coutu is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at John Hancock and its affiliated entities. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering 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 external strategists, model portfolios, and technology tools to deliver mainly non-discretionary investment solutions through a large network of representatives.

John Piantedosi is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at LPL Financial and Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, using customized portfolios that combine internal management and third-party asset managers with a primarily long-term investment approach.

Christopher Holcombe is a CFP® professional with 12 years of industry experience. He is currently with Brown Advisory in Boston, MA, and previously worked at Highmount Capital from 2013 to 2017. Brown Advisory manages approximately $124.3 billion for a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and offers a range of discretionary portfolio management and advisory services.

Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Wells Fargo Clearing Services LLC, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts without client login credentials.

Amy Scarborough is a financial advisor at TIAA‑CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA‑CREF since 2012. Outside of her advisory role, she is involved in real estate appraisal activities, assisting with home inspections, photography, and report preparation. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management, offering both model and customized portfolios.