Anthony Maenhout is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at HighTower Advisors and Willis Towers Watson, with an academic background at Bentley University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans. The firm offers financial planning and asset management through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Lauren Dowling is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments. Outside of finance, she spent time working at Rise N Shine Diner. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists alongside technology-enabled tools to implement investment recommendations.

Erick Caledonia is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked across multiple affiliates of Voya since 2001. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory, and unified managed account services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model allocations, and both in-house and external strategists to deliver tailored advice, primarily through non-discretionary client relationships.

Paul Redfearn is a financial advisor with Eagle Strategies (NY Life) based in Reading, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been involved with New York Life Insurance Company and its affiliated entities since 1982 and operates Redfearn Financial & Insurance Services LLC since 2008. Outside of his advisory roles, he serves as a volunteer auditor of financial records for the First Baptist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types, including fee-based advice and retirement plan consulting, with a strong emphasis on tailoring recommendations to client objectives and managing a majority of assets on a non-discretionary basis.

Patricia Rusu is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her prior roles include positions at Morgan Stanley, McSoley McCoy, and RBC Capital Markets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Thomas Valeo is a financial advisor with Oppenheimer based in Boston, MA. He holds Series 63 and Series 65 credentials and has 56 years of industry experience. Since 2003, he has been associated with Fahnestock & Co. Inc., a division within Oppenheimer. 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 variety of investment programs and advisory services, including discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

William Steele is a financial advisor at VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering 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 strategists along with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

Sawyer Rothmann is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with Cerity Partners LLC in Boston, MA, where he has worked since 2021. Prior to this, he was with Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Josh Dreseris is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and 16 years of industry experience. He has worked previously at BNY Mellon Advisors, Inc., BNY Mellon Securities Corp., Pershing LLC, and Lockwood Advisors, Inc. Since 2025, he has been with CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Stephanie Rice is a Series 66–licensed financial advisor with Commonwealth Financial Network, based in Marblehead, MA. She has two years of industry experience and has worked at Commonwealth Financial Network since 2018, with prior roles including positions at ShorePoint Advisor Group, Blakely Financial, and educational institutions. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Michael Kirkman is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at Kestra Investment Services, LLC and Accuidity Capital Management. Outside of his advisory role, he has served as a registered field assistant with The Baker Group. Voya Financial Advisors, Inc. is an enterprise-scale firm offering 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 third-party strategies with a focus on both discretionary and non-discretionary account management.

Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory.

Elizabeth Zhao is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds a Series 66 designation and began her advisory career in 2025. Prior to joining Voya, she held positions at Dick's Sporting Goods, Epoch Labs, and Massachusetts Institute of Technology iHQ, among others. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement services through a combination of in-house and external strategists, technology-enabled tools, and a network of investment adviser representatives.

Ian Cole is a CFA® charterholder based in Boston, MA, with 14 years of industry experience. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Antoinette Russell is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Corient in Boston, MA. Her prior experience includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, Calibre Advisory Services, and Tanager Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party solutions, employing continuous portfolio monitoring and risk management tools.

David Walsh is a CFP® professional with 31 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and services through Cornerstone Financial Group and CFGPlan, focusing on life insurance products from multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and FINRA-member broker-dealer, managing a diversified advisory platform with significant discretionary and non-discretionary assets under management.

Philip Davis is a financial advisor with Commonwealth Financial Network based in Boston, MA, holding 15 years of industry experience. He has been associated with Kauffman and Davis PC since 1982. 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 hundreds of thousands of individual and institutional clients. The firm provides adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Kristin Bowser is a Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. She previously worked at Prio Wealth LP for three years and BNY Mellon for eight years. Based in Boston, MA, she joined Cerity Partners in 2025. Cerity Partners advises a diverse 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 a client-specific investment framework that incorporates proprietary screening, manager selection, and access to alternative and private market solutions.

Charles Cote is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and held various roles including positions at DoorDash and the University of Rhode Island. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both in-house and external strategists, model portfolios, and technology-enabled tools.

Daniel Linnehan is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Citizens Securities, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s internal research and standard models, with trades executed only upon client authorization.